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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$363K – – –
CSPIA
902
Cary Street Partners Investment Advisory
Virginia
$361K -$6.15K -12 -2%
NFG
903
Northeast Financial Group
Pennsylvania
$361K -$8.71K -17 -2%
OWM
904
OneAscent Wealth Management
Alabama
$360K -$19K -37 -5%
APA
905
Astoria Portfolio Advisors
New York
$360K +$33.8K +66 +10%
CFG
906
Clayton Financial Group
Missouri
$360K +$375K +732 New
AIM
907
Acropolis Investment Management
Missouri
$359K +$344K +672 New
PWMAG
908
Pinnacle Wealth Management Advisory Group
New Jersey
$359K -$1.54K -3 -0.4%
SMC
909
Smith, Moore & Co
Missouri
$359K +$23.6K +46 +7%
AC
910
Avestar Capital
New York
$359K +$169K +330 +83%
CC
911
Chicago Capital
Illinois
$358K +$128K +250 +52%
CGL
912
Clarius Group LLC
Washington
$357K -$300K -585 -45%
IRP
913
Investment Research Partners
Pennsylvania
$357K +$382K +745 New
SCM
914
SCS Capital Management
Massachusetts
$356K +$20K +39 +6%
PIM
915
Progressive Investment Management
Oregon
$354K – – –
KCM
916
Kathmere Capital Management
Pennsylvania
$353K -$260K -508 -41%
RG
917
Renaissance Group
Kentucky
$351K – – –
PPC
918
Park Place Capital
Alabama
$350K -$47.7K -93 -12%
BMCM
919
Bryn Mawr Capital Management
Pennsylvania
$350K +$42K +82 +13%
LNB
920
Ledyard National Bank
$348K -$1.02K -2 -0.3%
NFP
921
Narus Financial Partners
Utah
$348K +$22.6K +44 +7%
MEAC
922
M.E. Allison & Co
Texas
$346K – – –
BPCE
923
Bank Pictet & Cie (Europe)
Germany
$346K +$4.61K +9 +1%
DTL
924
Dynamic Technology Lab
Singapore
$346K +$361K +705 New
TCBWMS
925
Texas Capital Bank Wealth Management Services
Texas
$345K +$61.5K +120 +21%
35 36
37
38 39