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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
951
SageView Advisory Group
California
$345K +$346K +648 New
WA
952
WBH Advisory
Maryland
$342K -$4.8K -9 -1%
ECG
953
Edge Capital Group
Georgia
$342K – – –
BWM
954
Birchcreek Wealth Management
Ohio
$341K +$55K +103 +19%
CA
955
Commerzbank Aktiengesellschaft
Germany
$341K +$342K +641 New
NI
956
NDVR Inc
Massachusetts
$341K +$25.6K +48 +8%
CCMG
957
Clark Capital Management Group
Pennsylvania
$340K +$79K +148 +30%
CIA
958
Concurrent Investment Advisors
Florida
$339K -$11.2K -21 -3%
PCIA
959
Prime Capital Investment Advisors
Kansas
$339K +$2.67K +5 +0.8%
SFI
960
SPC Financial Inc
Maryland
$338K +$1.07K +2 +0.3%
CWM
961
Chesapeake Wealth Management
Virginia
$338K -$8.01K -15 -2%
SW
962
SlateStone Wealth
Florida
$337K – – –
RFM
963
Royal Fund Management
Florida
$337K +$534 +1 +0.2%
RWP
964
Revolve Wealth Partners
New Jersey
$336K -$84.3K -158 -20%
MIM
965
MTM Investment Management
South Carolina
$333K – – –
PFSC
966
Peoples Financial Services Corp
Pennsylvania
$333K -$69.4K -130 -17%
ATFA
967
All Terrain Financial Advisors
Minnesota
$332K – – –
CCA
968
Coign Capital Advisors
Utah
$332K +$332K +623 New
IIM
969
Illumine Investment Management
Washington
$331K +$332K +622 New
AIC
970
Argus Investors Counsel
New York
$330K +$27.8K +52 +9%
KFS
971
Kelly Financial Services
Massachusetts
$327K +$21.3K +40 +7%
SWM
972
SeaCrest Wealth Management
New York
$325K +$7.47K +14 +2%
AT
973
American Trust
Kentucky
$325K -$10.7K -20 -3%
GS
974
GTS Securities
Florida
$324K -$695K -1,303 -68%
TPI
975
Trust Point Inc
Wisconsin
$323K +$9.07K +17 +3%
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