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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1451
Burling Wealth Partners
Illinois
– -$306K -625 Closed
CMF
1452
Counterpoint Mutual Funds
California
– -$306K -625 Closed
GM
1453
GeoWealth Management
Illinois
– -$282K -576 Closed
XWL
1454
XXI Wealth LLC
Illinois
– -$276K -563 Closed
DCM
1455
DGS Capital Management
New Jersey
– -$275K -560 Closed
TIM
1456
Tortoise Investment Management
New York
– -$270K -551 Closed
KFS
1457
Kelly Financial Services
Massachusetts
– -$260K -529 Closed
FWP
1458
FAS Wealth Partners
Kansas
– -$258K -526 Closed
MWM
1459
MOR Wealth Management
Pennsylvania
– -$257K -525 Closed
CAG
1460
Csenge Advisory Group
Florida
– -$255K -520 Closed
HKIMG
1461
Hutchens & Kramer Investment Management Group
Indiana
– -$252K -513 Closed
CWM
1462
Calamos Wealth Management
Illinois
– -$251K -512 Closed
MWM
1463
Maridea Wealth Management
New York
– -$248K -506 Closed
SC
1464
Scotia Capital
Ontario, Canada
– -$238K -485 Closed
SFC
1465
SYM Financial Corp
Indiana
– -$229K -467 Closed
QPWM
1466
Quadrant Private Wealth Management
Pennsylvania
– -$225K -459 Closed
KCP
1467
Kera Capital Partners
California
– -$240K -456 Closed
R
1468
Rebalance
California
– -$222K -453 Closed
RCAG
1469
Rehmann Capital Advisory Group
Michigan
– -$221K -451 Closed
JF
1470
JMN Financial
Ohio
– -$221K -450 Closed
MPW
1471
MASECO Private Wealth
– -$221K -450 Closed
VFG
1472
Victory Financial Group
Texas
– -$221K -450 Closed
BHWM
1473
Bar Harbor Wealth Management
New Hampshire
– -$220K -449 Closed
CAM
1474
Concorde Asset Management
Michigan
– -$219K -446 Closed
FFG
1475
Fiduciary Financial Group
California
– -$218K -444 Closed
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59
60 61