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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
976
Invenomic Capital Management
Massachusetts
$684K +$635K +13,377 New
SWMG
977
Signature Wealth Management Group
Georgia
$683K +$50.1K +1,055 +9%
AW
978
ACG Wealth
Georgia
$678K -$56.6K -1,193 -8%
SCA
979
Snowden Capital Advisors
New York
$675K +$227K +4,792 +57%
EWM
980
Evercore Wealth Management
New York
$664K -$815K -17,183 -57%
AIP
981
Almanack Investment Partners
Pennsylvania
$661K -$748K -15,770 -55%
HC
982
Henshaw Capital
Massachusetts
$660K +$6.93K +146 +1%
CPC
983
Congress Park Capital
New York
$657K -$339K -7,155 -36%
CWM
984
Calamos Wealth Management
Illinois
$656K -$520K -10,962 -46%
III
985
Independent Investors Inc
New York
$652K – – –
FPB
986
First PREMIER Bank
South Dakota
$650K -$34.4K -726 -5%
CHJWM
987
Carlton Hofferkamp & Jenks Wealth Management
Texas
$649K +$38.2K +805 +7%
RSWM
988
Robertson Stephens Wealth Management
California
$645K +$599K +12,630 New
KLCM
989
KG&L Capital Management
Louisiana
$644K +$287K +6,049 +92%
KWA
990
KCS Wealth Advisory
California
$642K -$97.7K -2,059 -14%
KP
991
Keel Point
Alabama
$640K -$248K -5,227 -29%
AOWM
992
Alpha Omega Wealth Management
Virginia
$637K +$8.07K +170 +1%
SS
993
Sunbelt Securities
Texas
$635K -$38.1K -802 -6%
ET
994
Equitable Trust
Tennessee
$634K -$170K -3,585 -22%
SFM
995
Signet Financial Management
New Jersey
$634K +$18.3K +385 +3%
PTC
996
Private Trust Company
Ohio
$629K -$41K -864 -6%
DLG
997
Daniel L. Goodwin
$628K – – –
CT
998
Columbia Trust
Oregon
$626K +$78K +1,645 +15%
DWM
999
Dorchester Wealth Management
Quebec, Canada
$626K +$285K +6,000 +96%
DC
1000
Derby & Company
Massachusetts
$624K +$25.4K +535 +5%
38 39
40
41 42