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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
976
PFG Private Wealth Management
Florida
$31.6K -$60.1K -176 -65%
PP
977
PFS Partners
New Jersey
$31.3K – – –
CT
978
Clearstead Trust
Maine
$31.3K +$14K +41 +76%
CAM
979
Close Asset Management
United Kingdom
$31K – – –
BIA
980
Bell Investment Advisors
California
$30.3K -$2.05K -6 -6%
JWA
981
JFS Wealth Advisors
Pennsylvania
$30.3K – – –
ADL
982
Asset Dedication LLC
California
$30K +$2.39K +7 +8%
CCP
983
Carmel Capital Partners
California
$29.7K +$30.7K +90 New
PSB
984
Piscataqua Savings Bank
New Hampshire
$29.7K – – –
FFL
985
Financial Freedom LLC
Ohio
$29K – – –
HFS
986
Hantz Financial Services
Michigan
$29K – – –
AWM
987
Abound Wealth Management
Tennessee
$28.7K +$21.8K +64 +278%
FAM
988
Flaharty Asset Management
Florida
$28.7K +$29.7K +87 New
GWM
989
Geneos Wealth Management
Colorado
$26.7K – – –
TLCM
990
Twin Lakes Capital Management
California
$26.2K +$341 +1 +1%
ATC
991
Adirondack Trust Company
New York
$26K – – –
SWA
992
Sutton Wealth Advisors
Florida
$25.7K +$2.05K +6 +8%
EL
993
EMFO LLC
Florida
$25.1K – – –
OIAM
994
OFI Invest Asset Management
France
$24.6K +$27K +79 New
ANBT
995
American National Bank & Trust
Texas
$23.4K +$24.2K +71 New
RBC
996
Roble Belko & Company
Pennsylvania
$23K – – –
WOSD
997
WFA of San Diego
California
$22.4K – – –
AGWCA
998
Annis Gardner Whiting Capital Advisors
Florida
$22.1K +$22.9K +67 New
FMP
999
Financial Management Professionals
Texas
$22K – – –
FAM
1000
Fred Alger Management
New York
$20.8K -$44.7K -131 -68%
38 39
40
41 42