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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
876
Robertson Stephens Wealth Management
California
$682K -$28.4K -626 -4%
KI
877
Kula Investments
Illinois
$681K +$735K +16,184 New
RCAG
878
Rehmann Capital Advisory Group
Michigan
$681K +$28.1K +618 +4%
CAM
879
Cidel Asset Management
Ontario, Canada
$678K – – –
EP
880
Eudaimonia Partners
Tennessee
$678K +$23.3K +513 +4%
CM
881
CM Management
Florida
$678K – – –
H
882
HoyleCohen
California
$677K -$150K -3,292 -18%
DMBA
883
Deseret Mutual Benefit Administrators
Utah
$672K -$480K -10,557 -42%
AWA
884
Arete Wealth Advisors
Illinois
$670K -$51K -1,122 -7%
CCM
885
Coldstream Capital Management
Washington
$670K +$673K +14,816 New
DGAM
886
Desjardins Global Asset Management
Quebec, Canada
$669K -$449K -9,890 -40%
KJWM
887
Kiley Juergens Wealth Management
Washington
$668K -$74.5K -1,641 -10%
RHAM
888
Round Hill Asset Management
California
$654K +$22.5K +496 +4%
CQS
889
Credential Qtrade Securities
$653K +$638K +14,040 +3,510%
AG
890
Algert Global
California
$653K +$83.2K +1,832 +15%
TSW
891
Thompson Siegel & Walmsley
Virginia
$648K -$7.32M -161,200 -92%
LSAG
892
Lake Street Advisors Group
New Hampshire
$644K -$86.5K -1,905 -12%
AFP
893
Ausdal Financial Partners
Iowa
$644K -$17.3K -380 -3%
SCM
894
Schnieders Capital Management
California
$642K +$10.7K +235 +2%
MCM
895
Manchester Capital Management
Vermont
$641K -$55.3K -1,217 -8%
CASB
896
Cape Ann Savings Bank
Massachusetts
$640K +$7.72K +170 +1%
GIA
897
Gladstone Institutional Advisory
Florida
$639K -$45.7K -1,006 -7%
WTB
898
Washington Trust Bank
Washington
$634K – – –
BTI
899
Blue Trust Inc
Georgia
$629K +$391K +8,599 +132%
1IA
900
1834 Investment Advisors
Wisconsin
$628K -$5.39M -118,664 -90%
34 35
36
37 38