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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
926
Catalyst Funds Management
Australia
$336K -$78.5K -163 -18%
ITG
927
Index Technologies Group
New York
$336K -$6.75K -14 -2%
BFIM
928
Beese Fulmer Investment Management
Ohio
$336K +$121K +251 +50%
TAM
929
Tocqueville Asset Management
New York
$334K +$2.89K +6 +0.8%
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$333K – – –
WA
931
WealthTrust Axiom
Pennsylvania
$333K – – –
POIA
932
Pin Oak Investment Advisors
Texas
$332K – – –
SCA
933
Stonebridge Capital Advisors
Minnesota
$330K +$358K +742 New
CFG
934
Clayton Financial Group
Missouri
$328K – – –
OLA
935
Oliver Luxxe Assets
New Jersey
$327K -$5.3K -11 -1%
BB
936
Busey Bank
Illinois
$326K -$18.3K -38 -5%
WCP
937
Wick Capital Partners
Pennsylvania
$326K -$31.8K -66 -8%
CCM
938
Canal Capital Management
Virginia
$324K -$14.5K -30 -4%
CC
939
Chicago Capital
Illinois
$324K -$1.45K -3 -0.4%
CCA
940
Childress Capital Advisors
Texas
$323K -$38.1K -79 -10%
OWM
941
OneAscent Wealth Management
Alabama
$323K +$3.37K +7 +1%
FMI
942
Frec Markets Inc
California
$321K +$77.1K +160 +28%
LFA
943
Legacy Financial Advisors
Kentucky
$321K +$45.3K +94 +15%
SDIC
944
South Dakota Investment Council
South Dakota
$320K +$116K +240 +50%
PIM
945
Progressive Investment Management
Oregon
$320K – – –
DWM
946
Dakota Wealth Management
Florida
$316K -$3.37K -7 -1%
MEAC
947
M.E. Allison & Co
Texas
$313K – – –
FFS
948
Founders Financial Securities
Maryland
$312K -$26K -54 -7%
MWM
949
Mindset Wealth Management
Indiana
$310K – – –
TCBWMS
950
Texas Capital Bank Wealth Management Services
Texas
$307K -$7.23K -15 -2%
36 37
38
39 40