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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1001
Institute for Wealth Management
Colorado
$300K – – –
HB
1002
HTLF Bank
Colorado
$299K – – –
PGAM
1003
Princeton Global Asset Management
New Jersey
$298K – – –
AC
1004
Apella Capital
Connecticut
$297K +$4.27K +8 +1%
CFP
1005
Cascade Financial Partners
California
$294K – – –
EW
1006
Evoke Wealth
California
$294K +$60.8K +114 +26%
MA
1007
Mutual Advisors
Nebraska
$293K -$26.7K -50 -9%
PTC
1008
Philadelphia Trust Company
Pennsylvania
$293K -$7.47K -14 -2%
CAM
1009
Cidel Asset Management
Ontario, Canada
$293K -$32.6K -61 -10%
JF
1010
Jump Financial
Illinois
$292K -$42.7K -80 -13%
BOSSRA
1011
B.O.S.S. Retirement Advisors
Utah
$292K +$292K +548 New
CAM
1012
Concorde Asset Management
Michigan
$292K – – –
HGA
1013
Hobbs Group Advisors
South Carolina
$292K – – –
DS
1014
DRW Securities
Illinois
$290K +$291K +545 New
MWA
1015
Midland Wealth Advisors
Illinois
$290K -$96.1K -180 -25%
MW
1016
Marcum Wealth
Ohio
$289K -$8.54K -16 -3%
HIG
1017
Heritage Investment Group
Florida
$289K – – –
PPWM
1018
PFG Private Wealth Management
Florida
$289K -$22.4K -42 -7%
WAM
1019
Walker Asset Management
Missouri
$288K +$1.07K +2 +0.4%
WA
1020
Wealthstar Advisors
Texas
$286K +$287K +538 New
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$282K -$2.67K -5 -0.9%
CCM
1022
Carlson Capital Management
Minnesota
$282K +$283K +530 New
TCM
1023
Tufton Capital Management
Maryland
$282K – – –
PIA
1024
Perennial Investment Advisors
California
$282K -$534 -1 -0.2%
JFG
1025
Jefferies Financial Group
New York
$280K -$50.2K -94 -15%
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