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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1301
Legacy Wealth Management (Idaho)
Idaho
$8.85K +$9.44K +18 New
GEA
1302
Glen Eagle Advisors
New Jersey
$8.71K – – –
PMFA
1303
Plante Moran Financial Advisors
Michigan
$8.71K – – –
LWCFA
1304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.49K -$3.67K -7 -28%
CSB
1305
City State Bank
Iowa
$8.23K – – –
SN
1306
Sittner & Nelson
Oregon
$8.23K – – –
AW
1307
Avion Wealth
Texas
$8K – – –
DF
1308
Dunhill Financial
United Kingdom
$7.79K -$3.15K -6 -27%
S
1309
Sachetta
Massachusetts
$7.75K -$2.62K -5 -24%
SVCP
1310
Silicon Valley Capital Partners
California
$7.11K – – –
HWP
1311
Highline Wealth Partners
California
$6.79K +$524 +1 +8%
RWM
1312
Raffa Wealth Management
District of Columbia
$6.78K -$9.96K -19 -58%
CAIM
1313
Catherine Avery Investment Management
Florida
$6.78K – – –
SIC
1314
SJS Investment Consulting
Ohio
$6.78K +$524 +1 +8%
FG
1315
Fairman Group
Pennsylvania
$6.39K – – –
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$6.29K +$1.57K +3 +30%
ACA
1317
Atlas Capital Advisors
Wyoming
$5.81K – – –
SFGP
1318
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.81K +$524 +1 +9%
CIAS
1319
CBIZ Investment Advisory Services
Ohio
$5.81K +$6.29K +12 New
NFSG
1320
Newbridge Financial Services Group
Florida
$5.5K – – –
FFA
1321
Frazier Financial Advisors
Ohio
$5.33K – – –
GGI
1322
Godsey & Gibb Inc
Virginia
$5.33K – – –
GFL
1323
Granite FO LLC
New Hampshire
$4.36K – – –
DWM
1324
Darwin Wealth Management
Florida
$4.13K – – –
VFM
1325
Vision Financial Markets
Connecticut
$4.08K – – –
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