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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
926
Ameritas Advisory Services
Nebraska
$339K +$339K +739 New
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$338K – – –
CFG
928
Clayton Financial Group
Missouri
$336K -$3.21K -7 -0.9%
CAM
929
Cidel Asset Management
Ontario, Canada
$335K +$36.2K +79 +12%
CCM
930
Canal Capital Management
Virginia
$334K – – –
CC
931
Chicago Capital
Illinois
$334K – – –
OLA
932
Oliver Luxxe Assets
New Jersey
$333K -$5.04K -11 -1%
CPWA
933
Cerro Pacific Wealth Advisors
California
$332K +$30.7K +67 +10%
PIM
934
Progressive Investment Management
Oregon
$330K – – –
OCA
935
OpenArc Corporate Advisory
Georgia
$328K +$73.8K +161 +29%
CAG
936
Crestwood Advisors Group
Massachusetts
$328K +$70.1K +153 +27%
AG
937
Ascent Group
Virginia
$326K +$16K +35 +5%
BB
938
Busey Bank
Illinois
$326K -$10.5K -23 -3%
OR
939
Olympiad Research
Connecticut
$326K +$99.9K +218 +44%
DWM
940
Dakota Wealth Management
Florida
$324K -$1.38K -3 -0.4%
NRS
941
Neville Rodie & Shaw
New York
$324K -$183K -400 -36%
MEAC
942
M.E. Allison & Co
Texas
$323K – – –
CFG
943
Carr Financial Group
Massachusetts
$323K -$97.2K -212 -23%
MWM
944
Mindset Wealth Management
Indiana
$320K – – –
PB
945
Pinnacle Bancorp
Nebraska
$320K +$209K +457 +190%
LNB
946
Ledyard National Bank
$317K +$8.71K +19 +3%
LFG
947
Larson Financial Group
Missouri
$315K -$472K -1,029 -60%
TCBWMS
948
Texas Capital Bank Wealth Management Services
Texas
$314K -$2.75K -6 -0.9%
SMC
949
Smith, Moore & Co
Missouri
$314K – – –
BMCM
950
Bryn Mawr Capital Management
Pennsylvania
$313K +$458 +1 +0.1%
36 37
38
39 40