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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1076
Kera Capital Partners
California
$240K +$216K +456 New
SG
1077
StoneX Group
New York
$240K +$231K +486 New
WWM
1078
Western Wealth Management
Colorado
$240K +$29.4K +62 +14%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$240K +$232K +489 New
PTP
1080
Platform Technology Partners
New York
$239K +$2.85K +6 +1%
SC
1081
Scotia Capital
Ontario, Canada
$238K -$80.2K -169 -26%
BWAM
1082
Boyd Watterson Asset Management
Ohio
$237K +$11.4K +24 +5%
WAP
1083
Wealthcare Advisory Partners
Pennsylvania
$236K -$5.7K -12 -2%
OWP
1084
ORG Wealth Partners
Texas
$236K – – –
CAM
1085
Cozad Asset Management
Illinois
$236K +$33.2K +70 +17%
TC
1086
Trust Company
Kansas
$236K +$228K +481 New
KAM
1087
Knightsbridge Asset Management
California
$235K +$228K +480 New
CIM
1088
Confluence Investment Management
Missouri
$235K – – –
SDIC
1089
South Dakota Investment Council
South Dakota
$235K +$228K +480 New
GWANC
1090
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K -$1.42K -3 -0.6%
ACM
1091
Argent Capital Management
Missouri
$234K – – –
IA
1092
Invested Advisors
Pennsylvania
$234K +$226K +477 New
HIA
1093
Harbor Investment Advisory
Maryland
$233K +$28.9K +61 +15%
ETC
1094
Exchange Traded Concepts
Oklahoma
$233K -$108K -227 -32%
FWP
1095
Flatrock Wealth Partners
California
$233K +$225K +474 New
CTWM
1096
Cherry Tree Wealth Management
Minnesota
$232K – – –
AFT
1097
Alpha Family Trust
California
$230K – – –
SYBT
1098
Stock Yards Bank & Trust
Kentucky
$230K -$8.07K -17 -3%
SFC
1099
SYM Financial Corp
Indiana
$229K +$222K +467 New
HW
1100
HORAN Wealth
Ohio
$229K -$949 -2 -0.4%
42 43
44
45 46