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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$2.43M +$1.35M +18,246 +149%
VLC
777
Van Leeuwen & Company
New Jersey
$2.43M -$70.9K -960 -3%
TSWM
778
Triangle Securities Wealth Management
North Carolina
$2.43M +$4.8K +65 +0.2%
ACM
779
Ategra Capital Management
Virginia
$2.41M – – –
MC
780
Martin & Co
Tennessee
$2.41M -$33.2K -450 -1%
CCI
781
Credit Capital Investments
New Jersey
$2.4M – – –
EWM
782
Evercore Wealth Management
New York
$2.39M +$3.62K +49 +0.2%
CIM
783
CenturyLink Investment Management
Colorado
$2.38M -$376K -5,087 -15%
AAS
784
Annex Advisory Services
Wisconsin
$2.37M +$80.8K +1,094 +4%
EGA
785
E&G Advisors
Texas
$2.37M -$8.87K -120 -0.4%
IAN
786
Integrated Advisors Network
Texas
$2.37M +$2.19M +29,627 New
AP
787
Appleton Partners
Massachusetts
$2.35M +$4.95K +67 +0.2%
SIMM
788
Stillwater Investment Management (Minnesota)
Minnesota
$2.33M +$14.5K +196 +0.7%
IFWM
789
Institute for Wealth Management
Colorado
$2.32M +$32.3K +437 +2%
BAM
790
Boyar Asset Management
New York
$2.31M -$48.8K -660 -2%
PCIA
791
Prime Capital Investment Advisors
Kansas
$2.31M +$1.35M +18,310 +173%
H
792
HoyleCohen
California
$2.27M -$59.5K -805 -3%
OIS
793
Okabena Investment Services
Minnesota
$2.27M +$2.1M +28,372 New
VFA
794
Valeo Financial Advisors
Indiana
$2.26M +$144K +1,943 +7%
SWM
795
SVA Wealth Management
Wisconsin
$2.25M +$532K +7,206 +34%
GRP
796
Global Retirement Partners
California
$2.25M -$46.3K -627 -2%
AIIMS
797
Analyst IMS Investment Management Services
Israel
$2.24M -$101K -1,363 -5%
EW
798
Evoke Wealth
California
$2.24M +$1.82M +24,642 +730%
RCIM
799
Russell Clark Investment Management
United Kingdom
$2.24M +$591K +8,000 +40%
FAB
800
First American Bank
Illinois
$2.23M +$2.07M +27,979 New
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