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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1026
Cascade Financial Partners
California
$246K – – –
VC
1027
Veery Capital
Delaware
$246K – – –
SIG
1028
Sargent Investment Group
Maryland
$246K +$266K +553 New
ZCP
1029
Z3 Capital Partners
Virginia
$245K – – –
EB
1030
Emprise Bank
Kansas
$245K -$3.37K -7 -1%
HGA
1031
Hobbs Group Advisors
South Carolina
$245K – – –
WAM
1032
Walker Asset Management
Missouri
$245K +$964 +2 +0.4%
PTC
1033
Philadelphia Trust Company
Pennsylvania
$244K – – –
AIM
1034
Advyzon Investment Management
Illinois
$243K -$42.9K -89 -14%
IP
1035
Ignite Planners
California
$241K -$261K -541 -50%
KP
1036
Keel Point
Alabama
$239K -$417K -865 -62%
WA
1037
Wealthstar Advisors
Texas
$239K – – –
KJWM
1038
Kiley Juergens Wealth Management
Washington
$238K +$258K +536 New
OIS
1039
Okabena Investment Services
Minnesota
$234K +$10.6K +22 +4%
SBWIC
1040
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K – – –
SIA
1041
Soltis Investment Advisors
Utah
$233K +$30.4K +63 +14%
WIC
1042
Wilkins Investment Counsel
Massachusetts
$233K – – –
AIP
1043
Avail Investment Partners
Pennsylvania
$233K +$253K +525 New
PPWM
1044
Paragon Private Wealth Management
Kentucky
$231K -$83.4K -173 -25%
SCM
1045
Sunbeam Capital Management
Georgia
$229K +$6.75K +14 +3%
FWP
1046
Flatrock Wealth Partners
California
$229K +$19.8K +41 +9%
CFSG
1047
Clark Financial Services Group
Missouri
$229K +$13.5K +28 +6%
CFO
1048
CVA Family Office
Colorado
$229K +$47.7K +99 +24%
KIA
1049
KCM Investment Advisors
California
$228K +$4.82K +10 +2%
CWG
1050
Cornerstone Wealth Group
North Carolina
$228K -$18.3K -38 -7%
40 41
42
43 44