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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
Wealthstream Advisors
New York
$213K +$193K +562 New
AAS
927
Annex Advisory Services
Wisconsin
$213K +$193K +562 New
FF
928
Fluent Financial
Texas
$213K -$25.4K -74 -12%
TCOV
929
Trust Company of Vermont
Vermont
$213K -$870K -2,536 -82%
NPA
930
Nichols & Pratt Advisers
Massachusetts
$213K +$192K +560 New
QFA
931
Quantum Financial Advisors
California
$213K +$192K +560 New
RP
932
Riverbridge Partners
Minnesota
$212K +$192K +559 New
LFAS
933
Level Four Advisory Services
Texas
$210K -$34.3K -100 -15%
HGA
934
Hobbs Group Advisors
South Carolina
$208K +$188K +548 New
AC
935
Apella Capital
Connecticut
$208K +$188K +549 New
PIA
936
Perennial Investment Advisors
California
$207K +$187K +544 New
SI
937
Symmetry Investments
Jersey
$207K +$187K +544 New
ACM
938
Advisors Capital Management
New Jersey
$205K +$184K +538 New
SIM
939
Sentry Investment Management
Wisconsin
$204K -$19.9K -58 -10%
SW
940
SlateStone Wealth
Florida
$204K +$184K +538 New
AIC
941
Argus Investors Counsel
New York
$204K +$184K +536 New
STA
942
Summit Trail Advisors
New York
$203K -$60K -175 -25%
WAM
943
Walker Asset Management
Missouri
$203K +$183K +535 New
MW
944
Marcum Wealth
Ohio
$202K +$182K +532 New
TCM
945
Tufton Capital Management
Maryland
$201K +$182K +530 New
WB
946
WesBanco Bank
West Virginia
$201K +$181K +528 New
PFBT
947
Parkside Financial Bank & Trust
Missouri
$194K +$27.1K +79 +18%
CFGS
948
Concourse Financial Group Securities
Alabama
$193K -$343 -1 -0.2%
CPG
949
Cornerstone Planning Group
New Jersey
$188K -$103K -299 -38%
CTWM
950
Cherry Tree Wealth Management
Minnesota
$186K – – –
36 37
38
39 40