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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
1026
Hobbs Group Advisors
South Carolina
$253K – – –
RWM
1027
Revisor Wealth Management
Ohio
$251K +$28.4K +62 +13%
PTP
1028
Platform Technology Partners
New York
$251K -$16K -35 -6%
TPCW
1029
TD Private Client Wealth
New York
$250K -$820K -1,790 -77%
RFP
1030
Root Financial Partners
California
$250K -$127K -276 -34%
GHAM
1031
Gilman Hill Asset Management
Connecticut
$250K -$60.5K -132 -19%
XWL
1032
XXI Wealth LLC
Illinois
$250K +$250K +545 New
SIG
1033
Sargent Investment Group
Maryland
$249K -$4.58K -10 -2%
IP
1034
Ignite Planners
California
$249K – – –
IFWM
1035
Institute for Wealth Management
Colorado
$248K -$29.3K -64 -11%
CA
1036
Commerzbank Aktiengesellschaft
Germany
$248K -$17.9K -39 -7%
NFP
1037
Narus Financial Partners
Utah
$247K -$13.3K -29 -5%
WA
1038
Wealthstar Advisors
Texas
$247K – – –
KJWM
1039
Kiley Juergens Wealth Management
Washington
$246K – – –
RFA
1040
Resurgent Financial Advisors
Georgia
$245K +$244K +533 New
PCM
1041
Penserra Capital Management
California
$244K -$836K -1,825 -77%
RS
1042
R Squared
Hong Kong
$244K +$243K +531 New
PPC
1043
Park Place Capital
Alabama
$243K -$34.8K -76 -13%
RWP
1044
Revolve Wealth Partners
New Jersey
$243K +$11.5K +25 +5%
AI
1045
Accredited Investors
Minnesota
$242K -$17K -37 -7%
OIS
1046
Okabena Investment Services
Minnesota
$242K – – –
SBWIC
1047
Schaper Benz & Wise Investment Counsel
Wisconsin
$241K -$458 -1 -0.2%
WIC
1048
Wilkins Investment Counsel
Massachusetts
$241K – – –
VA
1049
VestGen Advisors
Illinois
$239K -$35.8K -78 -13%
PGF
1050
Plan Group Financial
Oklahoma
$236K +$236K +515 New
40 41
42
43 44