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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
951
Philadelphia Trust Company
Pennsylvania
$265K +$6.07K +14 +3%
IFWM
952
Institute for Wealth Management
Colorado
$265K – – –
CCA
953
Childress Capital Advisors
Texas
$265K – – –
CFGS
954
Concourse Financial Group Securities
Alabama
$265K +$20.8K +48 +9%
AC
955
Apella Capital
Connecticut
$264K +$3.04K +7 +1%
HB
956
HTLF Bank
Colorado
$264K -$868 -2 -0.4%
PGAM
957
Princeton Global Asset Management
New Jersey
$263K – – –
DAS
958
Diversify Advisory Services
Utah
$263K – – –
MW
959
Marcum Wealth
Ohio
$263K -$2.6K -6 -1%
WIC
960
Wilkins Investment Counsel
Massachusetts
$258K -$104K -240 -30%
DMBA
961
Deseret Mutual Benefit Administrators
Utah
$258K +$47.7K +110 +25%
CAM
962
Concorde Asset Management
Michigan
$257K -$43.8K -101 -16%
HGA
963
Hobbs Group Advisors
South Carolina
$257K – – –
CSIC
964
Clifford Swan Investment Counsel
California
$257K – – –
GAM
965
Garrison Asset Management
Arkansas
$257K – – –
HIG
966
Heritage Investment Group
Florida
$255K – – –
CPG
967
Cornerstone Planning Group
New Jersey
$255K +$1.3K +3 +0.6%
WAM
968
Walker Asset Management
Missouri
$254K +$434 +1 +0.2%
BWM
969
Birchcreek Wealth Management
Ohio
$253K -$51.6K -119 -18%
RCAG
970
Rehmann Capital Advisory Group
Michigan
$252K -$11.7K -27 -5%
AP
971
Adero Partners
California
$251K +$19.1K +44 +9%
PIA
972
Perennial Investment Advisors
California
$250K -$46.9K -108 -17%
TCM
973
Tufton Capital Management
Maryland
$249K – – –
HWM
974
Hemington Wealth Management
Virginia
$248K +$211K +486 New
BMCM
975
Bryn Mawr Capital Management
Pennsylvania
$247K +$3.9K +9 +2%
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