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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
976
First National Bank of Omaha
Nebraska
$287K -$261K -570 -48%
PFSC
977
Peoples Financial Services Corp
Pennsylvania
$287K – – –
SMBT
978
Southern Michigan Bank & Trust
Michigan
$287K – – –
CCMG
979
Clark Capital Management Group
Pennsylvania
$286K -$109K -237 -28%
NGA
980
Naples Global Advisors
Florida
$286K +$4.13K +9 +1%
ATFA
981
All Terrain Financial Advisors
Minnesota
$286K – – –
CCA
982
Coign Capital Advisors
Utah
$286K – – –
IIM
983
Illumine Investment Management
Washington
$285K -$285K -622 Closed
AWA
984
Aaron Wealth Advisors
Illinois
$285K -$290K -633 -50%
LCM
985
Legato Capital Management
California
$282K -$106K -231 -27%
LA
986
LVW Advisors
New York
$278K +$278K +606 New
CCFCSB
987
Cape Cod Five Cents Savings Bank
Massachusetts
$278K +$278K +606 New
SCM
988
SCS Capital Management
Massachusetts
$278K +$1.38K +3 +0.5%
BRWA
989
B. Riley Wealth Advisors
Florida
$277K -$118K -257 -29%
DWA
990
Dougherty Wealth Advisers
Minnesota
$277K – – –
OE
991
OFS Enterprise
Nebraska
$277K – – –
SW
992
SlateStone Wealth
Florida
$276K – – –
RG
993
Renaissance Group
Kentucky
$276K -$7.33K -16 -3%
VCAM
994
Van Cleef Asset Management
Ohio
$275K – – –
SWP
995
Summit Wealth Partners
Florida
$275K – – –
CAC
996
Core Alternative Capital
Georgia
$273K – – –
BC
997
Bayforest Capital
United Kingdom
$273K +$273K +596 New
OWM
998
OneAscent Wealth Management
Alabama
$273K -$60.5K -132 -18%
VW
999
Vantus Wealth
Pennsylvania
$272K +$271K +592 New
MAM
1000
Mainsail Asset Management
Alabama
$271K +$236K +514 New
38 39
40
41 42