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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1001
Interchange Capital Partners
Pennsylvania
$265K -$186K -385 -41%
CAC
1002
Core Alternative Capital
Georgia
$265K – – –
G
1003
GenTrust
Florida
$264K +$31.8K +66 +13%
AP
1004
Americana Partners
Texas
$264K +$286K +593 New
WCM
1005
Washington Capital Management
Washington
$260K – – –
QFW
1006
QTR Family Wealth
Florida
$260K -$3.85K -8 -1%
FPW
1007
Fairvoy Private Wealth
Alabama
$259K -$14K -29 -5%
PTP
1008
Platform Technology Partners
New York
$259K +$45.3K +94 +19%
CPA
1009
Capital Performance Advisors
California
$258K +$16.9K +35 +6%
CWM
1010
Chesapeake Wealth Management
Virginia
$258K -$16.9K -35 -6%
KAM
1011
Knightsbridge Asset Management
California
$258K +$48.2K +100 +21%
CA
1012
Commerzbank Aktiengesellschaft
Germany
$257K -$15.4K -32 -5%
ACM
1013
AUA Capital Management
Pennsylvania
$256K – – –
LSWP
1014
Liberty Square Wealth Partners
Pennsylvania
$254K – – –
CA
1015
Claro Advisors
Massachusetts
$252K +$274K +568 New
NFP
1016
Narus Financial Partners
Utah
$252K -$36.1K -75 -12%
IA
1017
Insight Advisors
Pennsylvania
$252K -$347K -720 -56%
AI
1018
Accredited Investors
Minnesota
$251K – – –
FOA
1019
Five Oceans Advisors
California
$250K -$1.45K -3 -0.5%
CAG
1020
Crestwood Advisors Group
Massachusetts
$249K -$554K -1,150 -67%
HIG
1021
Heritage Investment Group
Florida
$249K -$482 -1 -0.2%
PWG
1022
Portside Wealth Group
Utah
$248K -$3.37K -7 -1%
IWM
1023
IHT Wealth Management
Illinois
$248K -$66K -137 -20%
CPG
1024
Cornerstone Planning Group
New Jersey
$248K -$9.16K -19 -4%
OCA
1025
OpenArc Corporate Advisory
Georgia
$247K -$8.19K -17 -3%
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