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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1051
HORAN Wealth
Ohio
$227K -$1.93K -4 -0.9%
NI
1052
Natural Investments
California
$226K -$3.37K -7 -1%
APP
1053
Avantax Planning Partners
Iowa
$225K – – –
GLLW
1054
Graves Light Lenhart Wealth
Virginia
$225K – – –
RWP
1055
Revolve Wealth Partners
New Jersey
$224K +$3.37K +7 +1%
IFG
1056
Independent Financial Group
California
$224K -$21.2K -44 -8%
DIM
1057
Delta Investment Management
California
$224K +$482 +1 +0.2%
RWA
1058
River Wealth Advisors
Pennsylvania
$224K +$1.45K +3 +0.6%
EWM
1059
Evercore Wealth Management
New York
$224K -$161K -334 -40%
MFF
1060
Michels Family Financial
Texas
$223K -$5.78K -12 -2%
SG
1061
StoneX Group
New York
$222K +$7.23K +15 +3%
BMA
1062
Brooks Moore & Associates
Tennessee
$222K – – –
OC
1063
Oppenheimer & Co
New York
$222K – – –
HIF
1064
Hill Island Financial
Michigan
$220K +$239K +496 New
CSIC
1065
Clifford Swan Investment Counsel
California
$219K -$12K -25 -5%
PFM
1066
Patton Fund Management
Texas
$219K – – –
IA
1067
Invested Advisors
Pennsylvania
$219K +$7.23K +15 +3%
OR
1068
Olympiad Research
Connecticut
$219K +$237K +492 New
BBES
1069
Buffalo Business & Estate Services
New York
$218K -$120K -249 -34%
AWE
1070
Avidian Wealth Enterprises
Texas
$218K -$9.64K -20 -4%
YIA
1071
YHB Investment Advisors
Connecticut
$217K -$72.3K -150 -24%
RWM
1072
Revisor Wealth Management
Ohio
$216K – – –
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$2.89K +6 +1%
PCM
1074
Prelude Capital Management
New York
$215K -$148K -307 -39%
TC
1075
Trust Company
Kansas
$214K +$964 +2 +0.4%
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