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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
1051
Plan Group Financial
Oklahoma
$236K +$236K +515 New
MFF
1052
Michels Family Financial
Texas
$235K +$5.04K +11 +2%
OC
1053
Oppenheimer & Co
New York
$234K +$5.04K +11 +2%
CWM
1054
Chesapeake Wealth Management
Virginia
$234K -$32.1K -70 -12%
NI
1055
Natural Investments
California
$233K – – –
APP
1056
Avantax Planning Partners
Iowa
$232K – – –
FFG
1057
Fiduciary Financial Group
California
$232K +$232K +506 New
CFO
1058
CVA Family Office
Colorado
$232K -$4.58K -10 -2%
SCM
1059
Sunbeam Capital Management
Georgia
$231K -$5.5K -12 -2%
RWA
1060
River Wealth Advisors
Pennsylvania
$231K – – –
KIA
1061
KCM Investment Advisors
California
$231K -$4.58K -10 -2%
EWM
1062
Evercore Wealth Management
New York
$231K – – –
WWM
1063
Western Wealth Management
Colorado
$231K +$9.63K +21 +4%
BMA
1064
Brooks Moore & Associates
Tennessee
$229K – – –
PTC
1065
Philadelphia Trust Company
Pennsylvania
$229K -$22.9K -50 -9%
PCM
1066
Parsons Capital Management
Rhode Island
$228K -$46.8K -102 -17%
EFG
1067
Everhart Financial Group
Ohio
$228K +$7.79K +17 +4%
CSIC
1068
Clifford Swan Investment Counsel
California
$226K – – –
AWE
1069
Avidian Wealth Enterprises
Texas
$225K +$458 +1 +0.2%
HIF
1070
Hill Island Financial
Michigan
$225K -$2.29K -5 -1%
EPW
1071
Evolve Private Wealth
California
$225K -$390K -852 -63%
WA
1072
WBH Advisory
Maryland
$225K -$458 -1 -0.2%
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$222K – – –
AIC
1074
Argus Investors Counsel
New York
$222K +$458 +1 +0.2%
IFG
1075
Independent Financial Group
California
$221K -$10.1K -22 -4%
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