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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1026
Bordeaux Wealth Advisors
California
$214K +$197K +455 New
TFF
1027
The Family Firm
Maryland
$214K +$30.8K +71 +19%
BWAM
1028
Boyd Watterson Asset Management
Ohio
$213K -$1.3K -3 -0.7%
AG
1029
AlTi Global
New York
$213K +$197K +453 New
PSB
1030
Passumpsic Savings Bank
Vermont
$211K +$195K +450 New
WOC
1031
West Oak Capital
California
$211K -$26K -60 -12%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$211K +$195K +449 New
APG
1033
Abacus Planning Group
South Carolina
$210K +$194K +448 New
SPC
1034
Sigma Planning Corp
Michigan
$210K -$13.9K -32 -7%
SIM
1035
Sentry Investment Management
Wisconsin
$210K – – –
BMO
1036
Beck Mack & Oliver
New York
$209K +$193K +445 New
RWM
1037
Revisor Wealth Management
Ohio
$209K +$193K +444 New
MC
1038
Moors & Cabot
Massachusetts
$208K +$192K +442 New
MCM
1039
Marathon Capital Management
Maryland
$207K +$191K +440 New
WCG
1040
Weaver Consulting Group
California
$206K +$190K +439 New
FIA
1041
Foundations Investment Advisors
Arizona
$206K +$190K +439 New
CG
1042
Cynosure Group
Utah
$206K +$190K +438 New
EW
1043
Evoke Wealth
California
$206K +$190K +438 New
OFS
1044
OneAscent Financial Services
Alabama
$205K -$71.6K -165 -27%
MIS
1045
Morningstar Investment Services
Illinois
$205K +$190K +437 New
SC
1046
Scotia Capital
Ontario, Canada
$205K +$189K +436 New
FCA
1047
FinTrust Capital Advisors
South Carolina
$204K +$41.6K +96 +28%
HCPC
1048
Hamilton Capital Partners (Canada)
$203K – – –
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$203K – – –
AAM
1050
Aureus Asset Management
Massachusetts
$203K -$16.5K -38 -8%
40 41
42
43 44