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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
951
Versor Investments
New York
$255K -$1.03M -2,404 -80%
PPWM
952
PFG Private Wealth Management
Florida
$254K -$4.7K -11 -2%
CAL
953
Capital Analysts LLC
Pennsylvania
$254K -$88.9K -208 -26%
PPW
954
Parcion Private Wealth
Washington
$253K +$3.42K +8 +1%
SWM
955
SeaCrest Wealth Management
New York
$252K +$5.98K +14 +2%
VA
956
Valmark Advisers
Ohio
$251K +$251K +587 New
WCM
957
Washington Capital Management
Washington
$250K – – –
SBWIC
958
Schaper Benz & Wise Investment Counsel
Wisconsin
$250K – – –
SPWG
959
Syntegra Private Wealth Group
Missouri
$249K +$249K +584 New
WA
960
Wealthstream Advisors
New York
$247K +$1.28K +3 +0.5%
IF
961
Intrua Financial
Texas
$247K +$854 +2 +0.3%
I
962
InceptionR
California
$244K -$74.8K -175 -23%
FOA
963
Five Oceans Advisors
California
$244K -$27.3K -64 -10%
NI
964
NDVR Inc
Massachusetts
$243K +$2.99K +7 +1%
WP
965
Westmount Partners
California
$242K – – –
MW
966
Marcum Wealth
Ohio
$241K +$16.7K +39 +7%
IFWM
967
Institute for Wealth Management
Colorado
$241K – – –
T
968
TNF
Montana
$241K – – –
HB
969
HTLF Bank
Colorado
$241K -$25.6K -60 -10%
CCA
970
Childress Capital Advisors
Texas
$241K -$16.2K -38 -6%
RCAG
971
Rehmann Capital Advisory Group
Michigan
$240K -$1.28K -3 -0.5%
PGAM
972
Princeton Global Asset Management
New Jersey
$239K – – –
QFA
973
Quantum Financial Advisors
California
$239K – – –
CWG
974
Cornerstone Wealth Group
North Carolina
$239K +$20.9K +49 +10%
TPI
975
Trust Point Inc
Wisconsin
$239K -$52.5K -123 -18%
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