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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LSC
926
Lyon Street Capital
California
$818K +$759K +16,000 New
HWA
927
HCR Wealth Advisors
California
$811K -$332 -7 -0%
RDWM
928
Red Door Wealth Management
Tennessee
$810K +$111K +2,331 +17%
WCM
929
Washington Capital Management
Washington
$809K -$190K -4,000 -20%
CGL
930
Clarius Group LLC
Washington
$806K -$304K -6,417 -29%
MIC
931
Meridian Investment Counsel
California
$804K -$10.7K -225 -1%
WTB
932
Washington Trust Bank
Washington
$795K +$10.5K +222 +1%
Assenagon Asset Management
933
Assenagon Asset Management
Luxembourg
$794K +$737K +15,530 New
BDF
934
Balasa Dinverno & Foltz
$792K -$14.8K -312 -2%
CLOS
935
Compagnie Lombard Odier SCmA
Switzerland
$790K +$75.1K +1,582 +11%
SC
936
Savant Capital
Illinois
$789K -$14.5K -306 -2%
NIT
937
NumerixS Investment Technologies
British Columbia, Canada
$788K +$732K +15,422 New
EF
938
Empirical Finance
Pennsylvania
$785K +$84.1K +1,772 +13%
HB
939
Homrich & Berg
Georgia
$773K +$185K +3,892 +35%
BPA
940
Beacon Pointe Advisors
California
$772K +$457K +9,633 +178%
CG
941
CFO4Life Group
Texas
$768K -$41.7K -878 -6%
CAM
942
Cidel Asset Management
Ontario, Canada
$767K – – –
HSA
943
HBK Sorce Advisory
Pennsylvania
$766K +$50.2K +1,058 +8%
CASB
944
Cape Ann Savings Bank
Massachusetts
$765K +$710K +14,966 New
GG
945
Gleason Group
Kentucky
$762K +$30.3K +638 +4%
PWM
946
Perigon Wealth Management
California
$760K -$105K -2,205 -13%
CAC
947
Certified Advisory Corp
Florida
$754K -$23.8K -502 -3%
CCM
948
Corsair Capital Management
New York
$750K -$860K -18,130 -55%
ANRIA
949
American National Registered Investment Advisor
Texas
$747K – – –
IWP
950
Icon Wealth Partners
Texas
$743K +$690K +14,543 New