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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
976
Peoples Financial Services Corp
Pennsylvania
$287K – – –
SMBT
977
Southern Michigan Bank & Trust
Michigan
$287K – – –
CCMG
978
Clark Capital Management Group
Pennsylvania
$286K -$109K -237 -28%
NGA
979
Naples Global Advisors
Florida
$286K +$4.13K +9 +1%
ATFA
980
All Terrain Financial Advisors
Minnesota
$286K – – –
CCA
981
Coign Capital Advisors
Utah
$286K – – –
IIM
982
Illumine Investment Management
Washington
$285K -$285K -622 Closed
AWA
983
Aaron Wealth Advisors
Illinois
$285K -$290K -633 -50%
LCM
984
Legato Capital Management
California
$282K -$106K -231 -27%
LA
985
LVW Advisors
New York
$278K +$278K +606 New
CCFCSB
986
Cape Cod Five Cents Savings Bank
Massachusetts
$278K +$278K +606 New
SCM
987
SCS Capital Management
Massachusetts
$278K +$1.38K +3 +0.5%
BRWA
988
B. Riley Wealth Advisors
Florida
$277K -$118K -257 -29%
DWA
989
Dougherty Wealth Advisers
Minnesota
$277K – – –
OE
990
OFS Enterprise
Nebraska
$277K – – –
SW
991
SlateStone Wealth
Florida
$276K – – –
RG
992
Renaissance Group
Kentucky
$276K -$7.33K -16 -3%
VCAM
993
Van Cleef Asset Management
Ohio
$275K – – –
SWP
994
Summit Wealth Partners
Florida
$275K – – –
CAC
995
Core Alternative Capital
Georgia
$273K – – –
BC
996
Bayforest Capital
United Kingdom
$273K +$273K +596 New
OWM
997
OneAscent Wealth Management
Alabama
$273K -$60.5K -132 -18%
VW
998
Vantus Wealth
Pennsylvania
$272K +$271K +592 New
MAM
999
Mainsail Asset Management
Alabama
$271K +$236K +514 New
CPG
1000
Cornerstone Planning Group
New Jersey
$271K -$3.21K -7 -1%
38 39
40
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