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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
901
Coastwise Capital Group
California
$655K +$20.4K +413 +3%
RSWM
902
Robertson Stephens Wealth Management
California
$654K -$208K -4,209 -21%
FMII
903
Farmers & Merchants Investments Inc
Nebraska
$653K -$154K -3,125 -17%
HWP
904
Highline Wealth Partners
California
$653K +$774K +15,660 New
SFP
905
Sweet Financial Partners
Minnesota
$644K -$14.6K -295 -2%
MCM
906
Manchester Capital Management
Vermont
$641K -$219K -4,440 -22%
OPS
907
Orion Portfolio Solutions
Nebraska
$640K -$96K -1,943 -11%
WPC
908
White Pine Capital
Minnesota
$635K -$55.6K -1,125 -7%
DA
909
DCM Advisors
New York
$634K -$60.4K -1,223 -7%
CIC
910
Carnegie Investment Counsel
Ohio
$633K +$244K +4,934 +48%
GIA
911
Gladstone Institutional Advisory
Florida
$631K +$2.42K +49 +0.3%
MP
912
McDonald Partners
Ohio
$626K -$306K -6,195 -29%
OPCM
913
Osborne Partners Capital Management
California
$626K – – –
CM
914
CM Management
Florida
$625K -$494K -10,000 -40%
CAM
915
Cidel Asset Management
Ontario, Canada
$625K – – –
EGM
916
Engineers Gate Manager
New York
$624K -$1.08M -21,797 -59%
FPAS
917
Focus Partners Advisor Solutions
Missouri
$622K +$509K +10,300 +222%
SRC
918
Shufro Rose & Co
New York
$621K – – –
RWA
919
River Wealth Advisors
Pennsylvania
$619K -$59.3K -1,200 -7%
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K -$243K -4,916 -27%
TPWM
921
Twelve Points Wealth Management
Massachusetts
$612K +$27.1K +549 +4%
AFP
922
Ausdal Financial Partners
Iowa
$609K +$30.2K +612 +4%
SCM
923
Shapiro Capital Management
Georgia
$605K – – –
EP
924
Eudaimonia Partners
Tennessee
$604K -$36.1K -731 -5%
RCAG
925
Rehmann Capital Advisory Group
Michigan
$602K +$249K +5,034 +54%
35 36
37
38 39