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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1126
GeoWealth Management
Illinois
$188K -$165K -315 -45%
BOJHT
1127
Bank of Jackson Hole Trust
Wyoming
$177K – – –
CFD
1128
Creative Financial Designs
Indiana
$176K +$1.05K +2 +0.6%
NC
1129
North Capital
Utah
$174K +$189K +360 New
UCB
1130
United Community Bank
South Carolina
$174K +$9.44K +18 +5%
FP
1131
Financial Perspectives
Minnesota
$163K +$524 +1 +0.3%
WB
1132
Webster Bank
Connecticut
$149K -$27.3K -52 -14%
NSIM
1133
North Star Investment Management
Illinois
$149K – – –
OAM
1134
Ostrum Asset Management
France
$147K -$4.72K -9 -3%
AAP
1135
Arax Advisory Partners
Colorado
$142K +$117K +224 +320%
AAG
1136
Armstrong Advisory Group
Massachusetts
$141K – – –
NB
1137
NBT Bank
New York
$140K – – –
WBC
1138
Westpac Banking Corp
Australia
$140K – – –
T
1139
Transce3nd
Texas
$138K -$39.9K -76 -21%
CAWM
1140
Capital A Wealth Management
Pennsylvania
$137K +$524 +1 +0.4%
FMB
1141
Field & Main Bank
Kentucky
$136K -$13.1K -25 -8%
CH
1142
Cromwell Holdings
Wyoming
$135K +$3.15K +6 +2%
CF
1143
Centaurus Financial
California
$134K – – –
AIM
1144
Acropolis Investment Management
Missouri
$134K -$56.6K -108 -28%
AIM
1145
Anchor Investment Management
South Carolina
$131K – – –
NAAA
1146
New Age Alpha Advisors
New York
$128K -$3.97M -7,574 -97%
SIM
1147
Sentry Investment Management
Wisconsin
$127K -$46.2K -88 -23%
SBFM
1148
S-Bank Fund Management
Finland
$127K +$137K +262 New
BIM
1149
Breakwater Investment Management
Washington
$126K – – –
IWA
1150
Icon Wealth Advisors
Texas
$126K – – –
44 45
46
47 48