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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
976
KCS Wealth Advisory
California
$900K +$5.34K +80 +0.7%
HAG
977
HighPoint Advisor Group
Illinois
$896K +$87.5K +1,311 +12%
KLCM
978
KG&L Capital Management
Louisiana
$895K -$83.3K -1,248 -9%
DLG
979
Daniel L. Goodwin
$895K – – –
IC
980
Intersect Capital
California
$891K +$55.7K +835 +7%
PAS
981
Park Avenue Securities
New York
$891K +$119K +1,776 +17%
FAM
982
Fulcrum Asset Management
United Kingdom
$884K – – –
EWM
983
Evercore Wealth Management
New York
$884K +$19.7K +295 +2%
SFG
984
SevenBridge Financial Group
Pennsylvania
$882K -$1.2K -18 -0.1%
PPSG
985
Princeton Portfolio Strategies Group
New Jersey
$882K +$34.4K +515 +4%
SWM
986
SeaCrest Wealth Management
New York
$877K -$348K -5,212 -30%
NFG
987
Next Financial Group
Texas
$876K -$59.8K -896 -7%
VLC
988
Van Leeuwen & Company
New Jersey
$866K +$935 +14 +0.1%
SS
989
Sunbelt Securities
Texas
$862K -$180K -2,697 -19%
LWMM
990
Legacy Wealth Management (Mississippi)
Mississippi
$859K +$36.7K +550 +5%
FPB
991
First PREMIER Bank
South Dakota
$851K – – –
PCM
992
Pointe Capital Management
Michigan
$850K +$11.4K +171 +1%
MC
993
Maverick Capital
Texas
$848K +$536K +8,028 +221%
ACA
994
Aptus Capital Advisors
Alabama
$843K – – –
PIM
995
Perpetual Investment Management
Australia
$842K +$57K +854 +8%
RIA
996
Realta Investment Advisors
Delaware
$840K +$29.8K +447 +4%
CAN
997
Claraphi Advisory Network
United States
$838K +$7.34K +110 +1%
AIM
998
Anchor Investment Management
South Carolina
$837K -$9.01K -135 -1%
CHJWM
999
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$36.7K -550 -5%
HIC
1000
Hartline Investment Corp
Illinois
$821K +$26.8K +401 +4%
38 39
40
41 42