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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1026
Confluence Investment Management
Missouri
$210K +$192K +480 New
JIC
1027
Joel Isaacson & Co
New York
$210K +$192K +480 New
SPC
1028
Sigma Planning Corp
Michigan
$210K +$192K +479 New
NFP
1029
Narus Financial Partners
Utah
$210K +$192K +479 New
WA
1030
Wealthstar Advisors
Texas
$210K +$192K +479 New
LFAS
1031
Level Four Advisory Services
Texas
$210K – – –
PCM
1032
Penserra Capital Management
California
$209K -$178K -445 -48%
CPG
1033
Cornerstone Planning Group
New Jersey
$209K +$1.6K +4 +0.8%
DS
1034
DRW Securities
Illinois
$209K +$191K +476 New
TFF
1035
The Family Firm
Maryland
$209K +$191K +476 New
DWM
1036
Dechtman Wealth Management
Colorado
$208K +$190K +474 New
AFG
1037
Atomi Financial Group
New York
$207K +$189K +471 New
TIA
1038
Tiemann Investment Advisors
California
$207K +$189K +471 New
AFT
1039
Alpha Family Trust
California
$206K +$188K +470 New
FFS
1040
Founders Financial Securities
Maryland
$206K +$188K +470 New
HS
1041
Horan Securities
United States
$206K +$188K +469 New
DCM
1042
Driehaus Capital Management
Illinois
$204K +$187K +466 New
RWP
1043
Revolve Wealth Partners
New Jersey
$204K +$186K +465 New
BWAM
1044
Boyd Watterson Asset Management
Ohio
$200K -$400 -1 -0.2%
RW
1045
Regimen Wealth
Georgia
$200K +$183K +456 New
TIM
1046
Tortoise Investment Management
New York
$193K -$400 -1 -0.2%
HDIM
1047
Hanson & Doremus Investment Management
Vermont
$190K – – –
HCPC
1048
Hamilton Capital Partners (Canada)
$190K -$136K -340 -44%
TSMHT
1049
Thurston Springer Miller Herd & Titak
Indiana
$187K +$171K +426 New
MIM
1050
Macroview Investment Management
Maryland
$184K – – –
40 41
42
43 44