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Ameriprise Financial

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