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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
1051
Natural Investments
California
$252K +$21.4K +45 +10%
MFF
1052
Michels Family Financial
Texas
$252K -$271K -572 -53%
HKIMG
1053
Hutchens & Kramer Investment Management Group
Indiana
$252K -$475 -1 -0.2%
EFG
1054
Everhart Financial Group
Ohio
$251K -$475 -1 -0.2%
CWM
1055
Calamos Wealth Management
Illinois
$251K +$243K +512 New
AWE
1056
Avidian Wealth Enterprises
Texas
$250K +$13.8K +29 +6%
MWM
1057
Maridea Wealth Management
New York
$248K -$42.7K -90 -15%
APP
1058
Avantax Planning Partners
Iowa
$248K -$3.8K -8 -2%
GLLW
1059
Graves Light Lenhart Wealth
Virginia
$248K – – –
OIS
1060
Okabena Investment Services
Minnesota
$248K – – –
BFIM
1061
Beese Fulmer Investment Management
Ohio
$248K +$240K +505 New
CFSG
1062
Clark Financial Services Group
Missouri
$247K -$2.37K -5 -1%
RWM
1063
Revisor Wealth Management
Ohio
$247K – – –
KIA
1064
KCM Investment Advisors
California
$247K -$7.12K -15 -3%
DIM
1065
Delta Investment Management
California
$246K +$3.32K +7 +1%
SCM
1066
Sunbeam Capital Management
Georgia
$246K +$475 +1 +0.2%
OC
1067
Oppenheimer & Co
New York
$245K -$124K -262 -34%
RWA
1068
River Wealth Advisors
Pennsylvania
$245K -$8.07K -17 -3%
BMA
1069
Brooks Moore & Associates
Tennessee
$245K – – –
TFA
1070
Transamerica Financial Advisors
Florida
$245K +$23.7K +50 +11%
RWP
1071
Revolve Wealth Partners
New Jersey
$244K -$6.17K -13 -3%
CGL
1072
Clarius Group LLC
Washington
$244K -$109K -230 -32%
WA
1073
WBH Advisory
Maryland
$242K – – –
CAM
1074
Cidel Asset Management
Ontario, Canada
$242K – – –
PFM
1075
Patton Fund Management
Texas
$242K -$15.2K -32 -6%
41 42
43
44 45