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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
926
XR Securities
Illinois
$607K -$352K -7,516 -36%
TCM
927
Triumph Capital Management
Colorado
$605K +$196K +4,176 +47%
CCG
928
Ceeto Capital Group
Florida
$605K – – –
VIM
929
VELA Investment Management
Ohio
$605K -$27.5K -588 -4%
IP
930
Intellectus Partners
California
$602K +$4.68K +100 +0.8%
LD
931
Lipe & Dalton
New York
$600K -$19.7K -421 -3%
RIL
932
Rothschild Investment LLC
Illinois
$597K +$36.4K +778 +6%
KJWM
933
Kiley Juergens Wealth Management
Washington
$595K -$54.8K -1,170 -8%
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$594K -$20.6K -439 -3%
SFS
935
Solitude Financial Services
Virginia
$586K +$53.2K +1,135 +10%
BFEC
936
Benjamin F. Edwards & Company
Missouri
$586K +$89.4K +1,908 +18%
PFM
937
Privium Fund Management
Netherlands
$585K -$51.5K -1,100 -8%
JWCA
938
J.W. Cole Advisors
Florida
$584K -$5.95K -127 -1%
PCM
939
Penserra Capital Management
California
$579K +$586K +12,504 +12,023%
NB
940
NBT Bank
New York
$579K -$56.2K -1,200 -9%
BP
941
BBR Partners
New York
$579K -$2.06K -44 -0.3%
PCS
942
Personal CFO Solutions
New Jersey
$577K +$26.2K +559 +5%
H
943
HoyleCohen
California
$576K -$29.1K -621 -5%
BP
944
Ballentine Partners
Massachusetts
$573K -$23.6K -504 -4%
CA
945
Commerzbank Aktiengesellschaft
Germany
$572K – – –
SWMP
946
Signature Wealth Management Partners
New Jersey
$569K -$42.8K -913 -7%
ICA
947
Infrastructure Capital Advisors
New York
$568K +$117K +2,508 +25%
VLC
948
Van Leeuwen & Company
New Jersey
$564K -$4.5K -96 -0.8%
NP
949
Nilsine Partners
Colorado
$564K -$18.1K -386 -3%
TBA
950
Tower Bridge Advisors
Pennsylvania
$564K +$161K +3,437 +39%
36 37
38
39 40