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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1001
Cornerstone Planning Group
New Jersey
$271K -$3.21K -7 -1%
HCM
1002
Howard Capital Management
Georgia
$271K +$271K +591 New
WCM
1003
Washington Capital Management
Washington
$269K – – –
PWG
1004
Portside Wealth Group
Utah
$268K +$11.9K +26 +5%
TPI
1005
Trust Point Inc
Wisconsin
$267K +$266K +581 New
OP
1006
Oslo Pensjonsforsikring
$266K +$57.8K +126 +28%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$265K -$23.8K -52 -8%
ACM
1008
AUA Capital Management
Pennsylvania
$265K – – –
II
1009
Impact Investors
California
$263K -$200K -437 -43%
LSWP
1010
Liberty Square Wealth Partners
Pennsylvania
$262K – – –
CAMG
1011
CWA Asset Management Group
Florida
$262K -$34.4K -75 -12%
BHWM
1012
Bay Harbor Wealth Management
Maryland
$262K +$253K +553 +3,072%
SIA
1013
Soltis Investment Advisors
Utah
$262K +$21.1K +46 +9%
FOA
1014
Five Oceans Advisors
California
$259K +$458 +1 +0.2%
KAM
1015
Knightsbridge Asset Management
California
$258K -$8.25K -18 -3%
IA
1016
Insight Advisors
Pennsylvania
$257K -$2.75K -6 -1%
HIG
1017
Heritage Investment Group
Florida
$257K +$458 +1 +0.2%
BTI
1018
Blue Trust Inc
Georgia
$256K -$18.8K -41 -7%
IA
1019
Invested Advisors
Pennsylvania
$256K +$30.3K +66 +13%
ICP
1020
Interchange Capital Partners
Pennsylvania
$256K +$2.29K +5 +0.9%
CFP
1021
Cascade Financial Partners
California
$254K +$458 +1 +0.2%
WAM
1022
Walker Asset Management
Missouri
$254K +$917 +2 +0.4%
ZCP
1023
Z3 Capital Partners
Virginia
$253K – – –
SB
1024
Simmons Bank
Arkansas
$253K +$253K +552 New
VC
1025
Veery Capital
Delaware
$253K -$917 -2 -0.4%
39 40
41
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