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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
951
Robertson Stephens Wealth Management
California
$924K -$96.8K -1,308 -9%
RWA
952
Redhawk Wealth Advisors
Minnesota
$924K +$31.7K +429 +3%
DC
953
Derby & Company
Massachusetts
$922K – – –
WPC
954
White Pine Capital
Minnesota
$921K +$33.7K +455 +3%
JG
955
Jefferies Group
New York
$918K +$960K +12,975 New
CWM
956
Calamos Wealth Management
Illinois
$916K +$129K +1,738 +16%
PTC
957
Private Trust Company
Ohio
$915K +$20.2K +273 +2%
WMG
958
WESCAP Management Group
California
$908K +$950K +12,844 New
MGIA
959
Moneta Group Investment Advisors
Missouri
$907K +$285K +3,858 +43%
III
960
Independent Investors Inc
New York
$904K – – –
PCM
961
Pointe Capital Management
Michigan
$898K +$75K +1,014 +9%
LWAM
962
Legacy Wealth Asset Management
Minnesota
$896K +$1.78K +24 +0.2%
HI
963
Horizon Investments
North Carolina
$896K +$25.2K +340 +3%
CBTWT
964
Community Bank & Trust (Waco, Texas)
Texas
$893K +$13K +176 +1%
SWM
965
SeaCrest Wealth Management
New York
$889K +$38.6K +522 +4%
Fisher Asset Management
966
Fisher Asset Management
Washington
$888K +$320K +4,331 +53%
WAM
967
Wakefield Asset Management
Colorado
$887K +$12K +162 +1%
EWA
968
EP Wealth Advisors
California
$885K +$158K +2,136 +21%
PWMAG
969
Pinnacle Wealth Management Advisory Group
New Jersey
$879K +$86.9K +1,175 +10%
KWA
970
KCS Wealth Advisory
California
$874K -$1.04K -14 -0.1%
NERM
971
New England Research & Management
Illinois
$874K +$914K +12,350 New
TFS
972
Thoroughbred Financial Services
Tennessee
$872K +$360K +4,871 +65%
SWM
973
Spire Wealth Management
Virginia
$869K -$438K -5,916 -32%
AIC
974
Ameritas Investment Company
Nebraska
$862K +$94.5K +1,277 +25%
CWP
975
Concord Wealth Partners
Virginia
$861K +$123K +1,656 +16%