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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1001
Moors & Cabot
Massachusetts
$227K +$207K +518 New
PCH
1002
PGIM Custom Harvest
New Jersey
$227K +$207K +518 New
OWM
1003
OneAscent Wealth Management
Alabama
$227K +$207K +518 New
WAM
1004
Weiss Asset Management
Massachusetts
$227K +$207K +517 New
ORG
1005
Optimist Retirement Group
Washington
$226K +$206K +515 New
CWG
1006
Cornerstone Wealth Group
North Carolina
$224K +$204K +510 New
BWM
1007
Birchcreek Wealth Management
Ohio
$223K +$204K +509 New
BMCM
1008
Bryn Mawr Capital Management
Pennsylvania
$222K +$203K +507 New
MNBTD
1009
Moody National Bank Trust Division
Texas
$221K -$71.3K -178 -26%
GHAM
1010
Gilman Hill Asset Management
Connecticut
$221K +$202K +505 New
NL
1011
NWAM LLC
Washington
$221K -$19.6K -49 -9%
BTI
1012
Blue Trust Inc
Georgia
$220K -$14K -35 -7%
CFGS
1013
Concourse Financial Group Securities
Alabama
$220K -$2.4K -6 -1%
OFS
1014
Oldfather Financial Services
Nebraska
$219K +$200K +500 New
RWA
1015
River Wealth Advisors
Pennsylvania
$219K -$55.3K -138 -22%
AAS
1016
Annex Advisory Services
Wisconsin
$217K -$27.2K -68 -12%
CIA
1017
Concurrent Investment Advisors
Florida
$217K +$198K +494 New
GCM
1018
Gallacher Capital Management
Colorado
$216K -$36.4K -91 -16%
AHL
1019
Abel Hall LLC
Louisiana
$215K +$196K +490 New
CTWM
1020
Cherry Tree Wealth Management
Minnesota
$214K – – –
YIA
1021
YHB Investment Advisors
Connecticut
$214K +$195K +488 New
TIA
1022
Trust Investment Advisors
Indiana
$214K +$195K +487 New
GWANC
1023
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K +$194K +485 New
LTAS
1024
Linden Thomas Advisory Services
North Carolina
$213K +$194K +485 New
AC
1025
Armistice Capital
New York
$211K +$193K +482 New
39 40
41
42 43