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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
976
Van Cleef Asset Management
Ohio
$295K – – –
CAC
977
Core Alternative Capital
Georgia
$294K – – –
PCM
978
Prelude Capital Management
New York
$294K +$306K +598 New
SPWG
979
Syntegra Private Wealth Group
Missouri
$291K +$513 +1 +0.2%
PWG
980
Portside Wealth Group
Utah
$291K +$4.61K +9 +2%
WCM
981
Washington Capital Management
Washington
$288K – – –
DMBA
982
Deseret Mutual Benefit Administrators
Utah
$287K -$24.1K -47 -7%
IFWM
983
Institute for Wealth Management
Colorado
$287K – – –
CPWA
984
Cerro Pacific Wealth Advisors
California
$286K -$23.6K -46 -7%
LFA
985
Legacy Financial Advisors
Kentucky
$286K +$51.3K +100 +21%
CPIG
986
Chicago Partners Investment Group
Illinois
$285K -$37.9K -74 -11%
PCMH
987
Polymer Capital Management (HK)
Hong Kong
$285K +$297K +580 New
KFS
988
Kelly Financial Services
Massachusetts
$284K -$89.2K -174 -23%
ACM
989
AUA Capital Management
Pennsylvania
$283K – – –
MWM
990
Maridea Wealth Management
New York
$282K -$121K -237 -28%
LSWP
991
Liberty Square Wealth Partners
Pennsylvania
$281K -$2.56K -5 -0.9%
DO
992
denkapparat Operations
Germany
$281K – – –
RCA
993
Resonant Capital Advisors
Wisconsin
$280K -$25.1K -49 -8%
AI
994
Accredited Investors
Minnesota
$279K – – –
PPWM
995
Paragon Private Wealth Management
Kentucky
$279K +$4.61K +9 +2%
FOA
996
Five Oceans Advisors
California
$279K -$7.17K -14 -2%
AAS
997
Ameritas Advisory Services
Nebraska
$275K +$47.7K +93 +20%
EB
998
Emprise Bank
Kansas
$274K – – –
MPW
999
MASECO Private Wealth
$274K +$513 +1 +0.2%
GHAM
1000
Gilman Hill Asset Management
Connecticut
$273K – – –
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40
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