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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
976
ACG Wealth
Georgia
$678K -$56.6K -1,193 -8%
SCA
977
Snowden Capital Advisors
New York
$675K +$227K +4,792 +57%
EWM
978
Evercore Wealth Management
New York
$664K -$815K -17,183 -57%
AIP
979
Almanack Investment Partners
Pennsylvania
$661K -$748K -15,770 -55%
HC
980
Henshaw Capital
Massachusetts
$660K +$6.93K +146 +1%
CPC
981
Congress Park Capital
New York
$657K -$339K -7,155 -36%
CWM
982
Calamos Wealth Management
Illinois
$656K -$520K -10,962 -46%
III
983
Independent Investors Inc
New York
$652K – – –
FPB
984
First PREMIER Bank
South Dakota
$650K -$34.4K -726 -5%
CHJWM
985
Carlton Hofferkamp & Jenks Wealth Management
Texas
$649K +$38.2K +805 +7%
RSWM
986
Robertson Stephens Wealth Management
California
$645K +$599K +12,630 New
KLCM
987
KG&L Capital Management
Louisiana
$644K +$287K +6,049 +92%
KWA
988
KCS Wealth Advisory
California
$642K -$97.7K -2,059 -14%
KP
989
Keel Point
Alabama
$640K -$248K -5,227 -29%
AOWM
990
Alpha Omega Wealth Management
Virginia
$637K +$8.07K +170 +1%
SS
991
Sunbelt Securities
Texas
$635K -$38.1K -802 -6%
ET
992
Equitable Trust
Tennessee
$634K -$170K -3,585 -22%
SFM
993
Signet Financial Management
New Jersey
$634K +$18.3K +385 +3%
PTC
994
Private Trust Company
Ohio
$629K -$41K -864 -6%
DLG
995
Daniel L. Goodwin
$628K – – –
CT
996
Columbia Trust
Oregon
$626K +$78K +1,645 +15%
DWM
997
Dorchester Wealth Management
Quebec, Canada
$626K +$285K +6,000 +96%
DC
998
Derby & Company
Massachusetts
$624K +$25.4K +535 +5%
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$617K -$204K -4,291 -26%
LSAG
1000
Lake Street Advisors Group
New Hampshire
$616K +$33.1K +697 +6%
38 39
40
41 42