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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1376
Planning Strategies
Pennsylvania
$1.38K +$1.38K +3 New
IWP
1377
IAG Wealth Partners
Wisconsin
$1.28K – – –
NWM
1378
Navigoe Wealth Management
California
$1K +$1.83K +4 New
GSWM
1379
Golden State Wealth Management
California
$928 – – –
SWAG
1380
Spectrum Wealth Advisory Group
California
$921 +$917 +2 New
ACA
1381
American Capital Advisory
Idaho
$918 – – –
SA
1382
Seneschal Advisors
Washington
$918 – – –
TCOT
1383
Trust Company of Toledo
Ohio
$918 – – –
BFS
1384
Bare Financial Services
Pennsylvania
$918 +$458 +1 +100%
QWM
1385
Quaker Wealth Management
New Jersey
$918 +$458 +1 +100%
HHGA
1386
Halbert Hargrove Global Advisors
California
$629 +$458 +1 New
T
1387
Tidemark
California
$459 -$458 -1 -50%
APW
1388
Aventura Private Wealth
Florida
$459 – – –
RPA
1389
Redwood Park Advisors
California
$459 – – –
RWS
1390
Retirement Wealth Solutions
Wisconsin
$459 – – –
CIA
1391
Cape Investment Advisory
Georgia
$459 +$458 +1 New
MCA
1392
Maryland Capital Advisors
Maryland
$459 +$458 +1 New
SFCL
1393
Strengthening Families & Communities LLC
Massachusetts
$459 +$458 +1 New
RCM
1394
Raleigh Capital Management
North Carolina
$204 – – –
YDMI
1395
Y.D. More Investments
Israel
$89 – – –
PTPFOECYE
1396
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$22.8M -51,372 Closed
BCM
1397
Basswood Capital Management
New York
– -$13M -29,254 Closed
TAF
1398
Tredje AP-fonden
Sweden
– -$12.9M -29,139 Closed
FGP
1399
Freestone Grove Partners
California
– -$10.5M -23,571 Closed
IP
1400
Interval Partners
New York
– -$7.95M -17,889 Closed
54 55
56
57 58