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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1126
Financial Perspectives
Minnesota
$180K – – –
ETC
1127
Exchange Traded Concepts
Oklahoma
$178K -$315K -637 -66%
BOJHT
1128
Bank of Jackson Hole Trust
Wyoming
$176K – – –
VCM
1129
Versant Capital Management
Arizona
$165K +$48.4K +98 +46%
NSIM
1130
North Star Investment Management
Illinois
$164K – – –
SIM
1131
Sentry Investment Management
Wisconsin
$159K – – –
OAM
1132
Ostrum Asset Management
France
$158K -$3.46K -7 -2%
NB
1133
NBT Bank
New York
$155K – – –
WBC
1134
Westpac Banking Corp
Australia
$155K – – –
CH
1135
Cromwell Holdings
Wyoming
$154K +$4.45K +9 +3%
MSE
1136
MUFG Securities EMEA
United Kingdom
$150K +$139K +281 New
FMB
1137
Field & Main Bank
Kentucky
$149K – – –
RTC
1138
Riverview Trust Company
Washington
$147K -$56.3K -114 -29%
AIM
1139
Anchor Investment Management
South Carolina
$144K – – –
CF
1140
Centaurus Financial
California
$144K -$3.46K -7 -3%
KA
1141
Kozak & Associates
Colorado
$142K +$494 +1 +0.4%
OL
1142
OneFund LLC
Florida
$140K +$130K +263 New
NAAA
1143
New Age Alpha Advisors
New York
$140K -$988 -2 -0.8%
BIM
1144
Breakwater Investment Management
Washington
$139K – – –
IWA
1145
Icon Wealth Advisors
Texas
$139K – – –
ME
1146
McIlrath & Eck
Washington
$139K – – –
PGAM
1147
Princeton Global Asset Management
New Jersey
$136K -$126K -255 -50%
HWA
1148
Heritage Wealth Advisors
Virginia
$136K – – –
T
1149
Transce3nd
Texas
$135K -$16.3K -33 -12%
ECM
1150
Estabrook Capital Management
New York
$134K +$88.9K +180 +120%
44 45
46
47 48