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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
951
Nicolet Advisory Services
Wisconsin
$313K +$10.4K +21 +3%
WCM
952
Washington Capital Management
Washington
$313K – – –
SCP
953
Sivia Capital Partners
California
$312K +$35.6K +72 +14%
IFWM
954
Institute for Wealth Management
Colorado
$312K – – –
PWG
955
Portside Wealth Group
Utah
$311K -$43K -87 -13%
TIM
956
Tortoise Investment Management
New York
$311K +$78.6K +159 +38%
TCBWMS
957
Texas Capital Bank Wealth Management Services
Texas
$311K +$13.3K +27 +5%
FOA
958
Five Oceans Advisors
California
$310K +$1.48K +3 +0.5%
LSWP
959
Liberty Square Wealth Partners
Pennsylvania
$308K – – –
ACM
960
AUA Capital Management
Pennsylvania
$308K – – –
RCAG
961
Rehmann Capital Advisory Group
Michigan
$307K +$20.8K +42 +8%
AC
962
Apella Capital
Connecticut
$306K -$4.94K -10 -2%
DO
963
denkapparat Operations
Germany
$305K – – –
CCFCSB
964
Cape Cod Five Cents Savings Bank
Massachusetts
$303K – – –
AI
965
Accredited Investors
Minnesota
$303K – – –
WP
966
Westmount Partners
California
$303K – – –
PPWM
967
PFG Private Wealth Management
Florida
$302K +$13.8K +28 +5%
EB
968
Emprise Bank
Kansas
$298K -$17.8K -36 -6%
PPWM
969
Paragon Private Wealth Management
Kentucky
$298K +$37.1K +75 +16%
MPW
970
MASECO Private Wealth
$297K +$275K +556 New
GHAM
971
Gilman Hill Asset Management
Connecticut
$296K +$24.7K +50 +10%
VC
972
Veery Capital
Delaware
$295K -$15.3K -31 -5%
CFP
973
Cascade Financial Partners
California
$295K – – –
MNBTD
974
Moody National Bank Trust Division
Texas
$295K – – –
HGA
975
Hobbs Group Advisors
South Carolina
$294K – – –
37 38
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