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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
976
Cerro Pacific Wealth Advisors
California
$730K +$9.88K +160 +1%
PWM
977
Perigon Wealth Management
California
$730K +$24.3K +393 +3%
AFP
978
Ausdal Financial Partners
Iowa
$729K -$56.5K -914 -6%
RIA
979
Realta Investment Advisors
Delaware
$729K +$96.7K +1,565 +13%
JFGIW
980
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$727K +$25.1K +407 +3%
CG
981
CFO4Life Group
Texas
$726K -$29.6K -480 -3%
JWCA
982
J.W. Cole Advisors
Florida
$722K +$24.3K +394 +3%
PVH
983
Psagot Value Holdings
Israel
$719K -$92K -1,490 -10%
AIM
984
Anchor Investment Management
South Carolina
$719K +$27.3K +442 +3%
PL
985
Polianta Ltd
Jersey
$715K -$408K -6,600 -33%
OWA
986
One Wealth Advisors
California
$714K +$30.5K +494 +4%
CASB
987
Cape Ann Savings Bank
Massachusetts
$709K -$24.7K -400 -3%
OIA
988
OneDigital Investment Advisors
Kansas
$705K +$109K +1,765 +15%
MC
989
Middleton & Co
Massachusetts
$701K -$1.49M -24,131 -65%
APWA
990
Atlas Private Wealth Advisors
New Jersey
$701K +$111K +1,790 +16%
PTC
991
Philadelphia Trust Company
Pennsylvania
$699K -$450K -7,293 -36%
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$699K -$42.3K -684 -5%
BDF
993
Balasa Dinverno & Foltz
$696K -$142K -2,303 -15%
PFM
994
Privium Fund Management
Netherlands
$687K +$144K +2,335 +22%
TPWM
995
Twelve Points Wealth Management
Massachusetts
$686K +$42.2K +683 +6%
III
996
Independent Investors Inc
New York
$682K – – –
SFS
997
Sowell Financial Services
Arkansas
$679K -$1,000K -16,187 -54%
TBA
998
Tower Bridge Advisors
Pennsylvania
$677K -$15.4K -250 -2%
PFS
999
Prospera Financial Services
Texas
$674K +$212K +3,434 +37%
TWP
1000
Tempus Wealth Planning
California
$669K +$47.1K +762 +6%
38 39
40
41 42