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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
801
Ironwood Investment Management
Massachusetts
$781K +$165K +3,750 +25%
QPWM
802
Quadrant Private Wealth Management
Pennsylvania
$777K -$56K -1,276 -6%
WEG
803
World Equity Group
Illinois
$774K +$437K +9,952 +112%
GCM
804
Gladius Capital Management
Illinois
$771K +$823K +18,757 New
ONB
805
Old National Bancorp
Indiana
$769K -$31.1K -709 -4%
TFS
806
Thoroughbred Financial Services
Tennessee
$767K -$237K -5,390 -22%
MCM
807
Mork Capital Management
California
$767K – – –
RSWM
808
Robertson Stephens Wealth Management
California
$764K +$83.4K +1,900 +11%
GITFIT
809
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$761K +$17.6K +400 +3%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$760K +$79.2K +1,804 +11%
SAM
811
Shikiar Asset Management
New York
$758K -$189K -4,300 -19%
RMC
812
Resources Management Corp
Connecticut
$758K +$54K +1,230 +7%
WW
813
Waterfront Wealth
Kansas
$752K +$276K +6,293 +48%
ET
814
Equitable Trust
Tennessee
$748K +$86.9K +1,979 +12%
FBFS
815
First Business Financial Services
Wisconsin
$748K +$25.4K +579 +3%
MC
816
Moors & Cabot
Massachusetts
$745K -$176K -4,001 -18%
AWA
817
Arete Wealth Advisors
Illinois
$741K +$201K +4,580 +34%
HWP
818
Highline Wealth Partners
California
$740K – – –
WQ
819
Wealth Quarterback
New Jersey
$739K -$13.1K -298 -2%
GIM
820
Guardian Investment Management
California
$738K -$19.1K -435 -2%
GT
821
Greenleaf Trust
Michigan
$734K -$534K -12,174 -41%
RMSCM
822
R.M. Sincerbeaux Capital Management
New York
$729K – – –
IP
823
Ignite Planners
California
$729K +$552K +12,582 +221%
PWMAG
824
Pinnacle Wealth Management Advisory Group
New Jersey
$726K -$124K -2,820 -14%
CT
825
Columbia Trust
Oregon
$724K +$16.9K +386 +2%
31 32
33
34 35