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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
976
Iconiq Capital
California
$285K +$83.4K +159 +37%
WCM
977
Washington Capital Management
Washington
$284K – – –
SPWG
978
Syntegra Private Wealth Group
Missouri
$283K +$2.1K +4 +0.7%
IFWM
979
Institute for Wealth Management
Colorado
$283K +$10.5K +20 +4%
VC
980
Veery Capital
Delaware
$283K -$5.77K -11 -2%
FOA
981
Five Oceans Advisors
California
$280K +$1.57K +3 +0.5%
LSWP
982
Liberty Square Wealth Partners
Pennsylvania
$279K – – –
ACM
983
AUA Capital Management
Pennsylvania
$279K – – –
CCA
984
Childress Capital Advisors
Texas
$279K – – –
DO
985
denkapparat Operations
Germany
$277K +$43K +82 +17%
HCM
986
Howard Capital Management
Georgia
$276K -$46.7K -89 -13%
NAS
987
Nicolet Advisory Services
Wisconsin
$275K +$5.77K +11 +2%
WP
988
Westmount Partners
California
$275K – – –
AI
989
Accredited Investors
Minnesota
$275K +$298K +568 New
AC
990
Apella Capital
Connecticut
$275K +$12.1K +23 +4%
SB
991
Strategic Blueprint
Georgia
$274K +$71.9K +137 +32%
TCBWMS
992
Texas Capital Bank Wealth Management Services
Texas
$269K +$291K +555 New
CFP
993
Cascade Financial Partners
California
$268K – – –
MNBTD
994
Moody National Bank Trust Division
Texas
$268K +$27.8K +53 +11%
WGCA
995
Wolf Group Capital Advisors
Virginia
$267K +$290K +552 New
HGA
996
Hobbs Group Advisors
South Carolina
$267K +$1.57K +3 +0.5%
ORG
997
Optimist Retirement Group
Washington
$267K +$27.3K +52 +10%
AHL
998
Abel Hall LLC
Louisiana
$266K +$17.3K +33 +6%
WIC
999
Wilkins Investment Counsel
Massachusetts
$266K -$18.9K -36 -6%
PTC
1000
Philadelphia Trust Company
Pennsylvania
$266K – – –
38 39
40
41 42