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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
726
Freestone Capital Holdings
Washington
$2.5M -$168K -2,500 -7%
PWCM
727
Processus Wealth & Capital Management
Tennessee
$2.49M -$23.4K -347 -1%
SWP
728
Stratos Wealth Partners
Ohio
$2.48M -$264K -3,913 -10%
VI
729
Vestcor Inc
New Brunswick, Canada
$2.47M -$153K -2,274 -6%
EC
730
EJF Capital
Virginia
$2.45M +$157K +2,334 +7%
HI
731
Horizon Investments
North Carolina
$2.44M +$43.9K +652 +2%
OIA
732
OneDigital Investment Advisors
Kansas
$2.44M +$494K +7,332 +27%
SIC
733
Salem Investment Counselors
North Carolina
$2.43M -$73.8K -1,095 -3%
CFG
734
Cooper Financial Group
California
$2.42M +$118K +1,754 +5%
GVAG
735
Great Valley Advisor Group
Delaware
$2.42M -$282K -4,184 -11%
CAM
736
Cresset Asset Management
Illinois
$2.41M -$7.25M -107,503 -76%
PIM
737
Penobscot Investment Management
Massachusetts
$2.4M -$21.7K -322 -0.9%
SAM
738
Stansberry Asset Management
Texas
$2.4M +$144K +2,139 +7%
AIM
739
Artemis Investment Management
United Kingdom
$2.37M +$2.27M +33,678 New
AF
740
AGP Franklin
Tennessee
$2.37M +$2.27M +33,629 New
SIA
741
Schear Investment Advisers
Ohio
$2.37M +$161K +2,389 +8%
MIC
742
Maxi Investments CY
Cyprus
$2.36M +$2.26M +33,543 New
CAM
743
Cidel Asset Management
Ontario, Canada
$2.36M -$248K -3,687 -10%
BTC
744
Bank & Trust Company
Illinois
$2.33M -$22.3K -331 -1%
UCFA
745
United Capital Financial Advisors
Texas
$2.33M +$65.1K +966 +3%
WIA
746
Wetzel Investment Advisors
Indiana
$2.31M -$33.7K -500 -2%
AWM
747
Ameliora Wealth Management
Switzerland
$2.29M +$2.12M +31,500 +2,890%
WIM
748
Waverton Investment Management
United Kingdom
$2.28M – – –
LWA
749
Lineweaver Wealth Advisors
Ohio
$2.26M +$115K +1,702 +6%
SCA
750
Stonebridge Capital Advisors
Minnesota
$2.25M -$65.8K -977 -3%
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30
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