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Ameriprise Financial
Ameriprise Financial. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 24 Institutional holders with a total value of $27,401,259.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BOYAR ASSET MANAGEMENT INC. 39,788 4,379,000 15.98%
2 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 34,902 3,842,000 14.02%
3 KEELEY ASSET MANAGEMENT CORP 32,240 3,549,000 12.95%
4 World Asset Management Inc 26,045 2,867,000 10.46%
5 Advisors Capital Management, LLC 25,655 2,824,000 10.31%
6 COLDSTREAM CAPITAL MANAGEMENT INC 19,211 2,115,000 7.72%
7 Banyan Partners, LLC 17,052 1,877,000 6.85%
8 REYNOLDS CAPITAL MANAGEMENT LLC 6,900 759,000 2.77%
9 Regent Investment Management LLC 6,363 700,000 2.55%
10 Veritable, L.P. 5,914 651,000 2.38%
11 J.P. Morgan Private Wealth Advisors LLC 5,445 600,000 2.19%
12 CHURCHILL MANAGEMENT Corp 3,887 428,000 1.56%
13 Windsor Financial Group, LLC 3,702 407,000 1.49%
14 ROTHSCHILD INVESTMENT LLC /IL 3,553 391,000 1.43%
15 Laird Norton Wetherby Wealth Management, LLC 3,097 341,000 1.24%
16 ASPIRIANT HOLDINGS S3, LLC 2,940 324,000 1.18%
17 CrestPoint Capital Management, LLC 2,720 299,000 1.09%
18 AUXIER ASSET MANAGEMENT LLC 2,498 275,000 1.00%
19 Savant Capital, LLC 2,457 270,000 0.99%
20 Oxbow Advisors, LLC 2,330 256,000 0.93%
21 ARMSTRONG SHAW ASSOCIATES INC/CT 2,020 222,000 0.81%
22 Exchange Capital Management, Inc. 155 17,000 0.06%
23 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 71 8,000 0.03%
24 FORT PITT CAPITAL GROUP INC 2 259 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.