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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
901
Root Financial Partners
California
$365K +$189K +393 +92%
APA
902
Astoria Portfolio Advisors
New York
$365K -$29.4K -61 -7%
NEWAS
903
N.E.W. Advisory Services
Wisconsin
$365K
GWWM
904
Great Waters Wealth Management
Minnesota
$364K
OFS
905
OneAscent Financial Services
Alabama
$362K +$23.6K +49 +6%
CIG
906
Cairn Investment Group
Washington
$362K
Wellington Management Group
907
Wellington Management Group
Massachusetts
$362K +$23.1K +48 +6%
BFM
908
Boothbay Fund Management
New York
$358K +$184K +382 +90%
WIM
909
WealthPlan Investment Management
Nebraska
$357K +$387K +803 New
7WCP
910
71 West Capital Partners
Massachusetts
$357K +$53.5K +111 +16%
SC
911
Schulhoff & Co
Ohio
$356K
GAM
912
Groupama Asset Management
France
$354K +$9.64K +20 +3%
SWR
913
Spahn Wealth & Retirement
Arizona
$353K
AAP
914
Arax Advisory Partners
Colorado
$353K +$229K +475 +151%
GIA
915
GHP Investment Advisors
Colorado
$350K +$166K +345 +78%
PA
916
Profund Advisors
Maryland
$350K -$86.3K -179 -19%
KFGK
917
Keystone Financial Group (Kentucky)
Kentucky
$349K
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$349K +$16.9K +35 +5%
FNT
919
First Nebraska Trust
Nebraska
$348K
BW
920
Bravera Wealth
North Dakota
$345K -$42.9K -89 -10%
KCM
921
Kathmere Capital Management
Pennsylvania
$344K -$37.6K -78 -9%
CSC
922
Caldwell Sutter Capital
California
$343K
CIA
923
Caerus Investment Advisors
Texas
$343K -$339K -703 -48%
PP
924
PDS Planning
Ohio
$340K -$10.6K -22 -3%
MWM
925
MorganRosel Wealth Management
Colorado
$339K -$20.7K -43 -5%