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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1026
Sigma Planning Corp
Michigan
$205K +$427 +1 +0.2%
CIM
1027
Confluence Investment Management
Missouri
$205K – – –
JIC
1028
Joel Isaacson & Co
New York
$205K – – –
1IA
1029
1620 Investment Advisors
Massachusetts
$205K +$205K +480 New
NFP
1030
Narus Financial Partners
Utah
$205K – – –
OP
1031
ORG Partners
Indiana
$205K +$205K +480 New
CCMG
1032
Clark Capital Management Group
Pennsylvania
$203K +$203K +476 New
DWM
1033
Dechtman Wealth Management
Colorado
$203K +$427 +1 +0.2%
PCM
1034
Penserra Capital Management
California
$202K -$2.56K -6 -1%
TIA
1035
Tiemann Investment Advisors
California
$201K – – –
AAM
1036
Aureus Asset Management
Massachusetts
$201K -$27.8K -65 -12%
AFT
1037
Alpha Family Trust
California
$201K – – –
HS
1038
Horan Securities
United States
$200K – – –
BWAM
1039
Boyd Watterson Asset Management
Ohio
$195K – – –
KFS
1040
Kelly Financial Services
Massachusetts
$195K +$32K +75 +20%
CPG
1041
Cornerstone Planning Group
New Jersey
$192K -$3.42K -8 -2%
TIM
1042
Tortoise Investment Management
New York
$191K +$3.42K +8 +2%
SIM
1043
Sentry Investment Management
Wisconsin
$191K -$38.9K -91 -17%
DMBA
1044
Deseret Mutual Benefit Administrators
Utah
$188K +$56.8K +133 +43%
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$185K – – –
HCPC
1046
Hamilton Capital Partners (Canada)
$185K – – –
EBA
1047
Eagle Bay Advisors
New York
$182K +$161K +378 +771%
GIA
1048
GHP Investment Advisors
Colorado
$180K – – –
MIM
1049
Macroview Investment Management
Maryland
$179K – – –
CFO
1050
CVA Family Office
Colorado
$173K -$427 -1 -0.2%
40 41
42
43 44