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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
926
Deseret Mutual Benefit Administrators
Utah
$337K – – –
BMCM
927
Bryn Mawr Capital Management
Pennsylvania
$336K +$988 +2 +0.3%
CPWA
928
Cerro Pacific Wealth Advisors
California
$336K +$988 +2 +0.3%
MIM
929
MTM Investment Management
South Carolina
$334K – – –
PFSC
930
Peoples Financial Services Corp
Pennsylvania
$334K – – –
ATFA
931
All Terrain Financial Advisors
Minnesota
$333K – – –
CCA
932
Coign Capital Advisors
Utah
$333K – – –
IIM
933
Illumine Investment Management
Washington
$332K – – –
RCA
934
Resonant Capital Advisors
Wisconsin
$330K +$43K +87 +16%
NI
935
NDVR Inc
Massachusetts
$328K -$494 -1 -0.2%
ORG
936
Optimist Retirement Group
Washington
$328K +$31.6K +64 +12%
CWM
937
Chesapeake Wealth Management
Virginia
$328K -$4.94K -10 -2%
OIS
938
OneAscent Investment Solutions
Alabama
$328K -$988 -2 -0.3%
AIC
939
Argus Investors Counsel
New York
$326K -$1.48K -3 -0.5%
WA
940
Wealthstream Advisors
New York
$325K +$7.41K +15 +3%
GLLW
941
Graves Light Lenhart Wealth
Virginia
$323K – – –
DWA
942
Dougherty Wealth Advisers
Minnesota
$322K – – –
HIM
943
Harbour Investment Management
Washington
$320K – – –
VCAM
944
Van Cleef Asset Management
Ohio
$320K – – –
PAM
945
Paradigm Asset Management
New York
$320K +$296K +600 New
CAC
946
Core Alternative Capital
Georgia
$320K +$294K +596 +19,867%
CWG
947
Cornerstone Wealth Group
North Carolina
$318K -$2.47K -5 -0.8%
SPWG
948
Syntegra Private Wealth Group
Missouri
$316K +$3.46K +7 +1%
CFM
949
Catalyst Funds Management
Australia
$315K +$24.7K +50 +9%
SCM
950
Schnieders Capital Management
California
$313K +$290K +587 New
36 37
38
39 40