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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
976
Quantum Financial Advisors
California
$245K – – –
AC
977
Apella Capital
Connecticut
$245K +$8.81K +22 +4%
BC
978
Bridgefront Capital
Texas
$244K +$223K +557 New
IBOK
979
Independence Bank of Kentucky
Kentucky
$243K +$80.1K +200 +56%
APP
980
Avantax Planning Partners
Iowa
$243K -$42K -105 -16%
AWM
981
Avior Wealth Management
Nebraska
$243K +$51.3K +128 +30%
PTC
982
Petrus Trust Company
Texas
$242K -$567K -1,416 -72%
PIA
983
Perennial Investment Advisors
California
$239K – – –
HIG
984
Heritage Investment Group
Florida
$238K -$40.8K -102 -16%
BMO
985
Beck Mack & Oliver
New York
$236K -$37.2K -93 -15%
SIM
986
Sentry Investment Management
Wisconsin
$236K – – –
SW
987
SlateStone Wealth
Florida
$236K – – –
AAS
988
Ameritas Advisory Services
Nebraska
$236K -$24.4K -61 -10%
WAM
989
Walker Asset Management
Missouri
$235K +$801 +2 +0.4%
AAM
990
Aureus Asset Management
Massachusetts
$235K +$214K +535 New
T
991
TNF
Montana
$234K – – –
AIC
992
Argus Investors Counsel
New York
$234K -$801 -2 -0.4%
HIA
993
Harbor Investment Advisory
Maryland
$234K +$79.7K +199 +59%
DAS
994
Diversify Advisory Services
Utah
$233K +$215K +536 New
TCM
995
Tufton Capital Management
Maryland
$232K – – –
BCV
996
Banque Cantonale Vaudoise
Switzerland
$232K -$490K -1,223 -70%
MW
997
Marcum Wealth
Ohio
$231K -$2.4K -6 -1%
CFP
998
Cascade Financial Partners
California
$229K +$221K +553 New
FFA
999
Farther Finance Advisors
California
$228K +$32K +80 +18%
VC
1000
Vicus Capital
Pennsylvania
$227K +$207K +518 New
38 39
40
41 42