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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
976
SevenBridge Financial Group
Pennsylvania
$519K -$9.88K -200 -2%
CS
977
Capital Square
Tennessee
$514K +$21K +425 +4%
CAC
978
Certified Advisory Corp
Florida
$513K +$9.44K +191 +2%
IGWM
979
ICA Group Wealth Management
Colorado
$512K +$12.6K +255 +2%
RA
980
RFG Advisory
Alabama
$511K -$220K -4,452 -29%
CG
981
CFO4Life Group
Texas
$510K -$42.3K -857 -7%
AA
982
Altman Advisors
Illinois
$510K +$605K +12,241 New
SFA
983
Sequoia Financial Advisors
Ohio
$509K -$92.6K -1,875 -13%
FNBOO
984
First National Bank of Omaha
Nebraska
$508K +$268K +5,430 +80%
GSB
985
Greenfield Savings Bank
Massachusetts
$507K -$14.8K -300 -2%
RIL
986
Rothschild Investment LLC
Illinois
$506K +$32.1K +650 +6%
WSTAM
987
Wilbanks Smith & Thomas Asset Management
Virginia
$502K +$3.06K +62 +0.5%
WA
988
Waverly Advisors
Alabama
$501K +$45K +910 +8%
VLC
989
Van Leeuwen & Company
New Jersey
$500K – – –
CPIG
990
Chicago Partners Investment Group
Illinois
$499K +$29.1K +588 +6%
CWM
991
Circle Wealth Management
New Jersey
$496K -$9.34K -189 -2%
FPB
992
First PREMIER Bank
South Dakota
$496K – – –
ESCM
993
Echo Street Capital Management
New York
$495K +$47.8K +967 +9%
BSW
994
Buckingham Strategic Wealth
Missouri
$493K +$6.77K +137 +1%
AC
995
Annandale Capital
Texas
$492K -$119K -2,400 -17%
SW
996
SteelPeak Wealth
California
$492K +$3.46K +70 +0.6%
GG
997
Gleason Group
Kentucky
$492K +$16.6K +337 +3%
CFG
998
Cooper Financial Group
California
$491K +$99.5K +2,015 +21%
IWM
999
IHT Wealth Management
Illinois
$490K +$313K +6,337 +117%
BFM
1000
Boston Financial Management
Massachusetts
$489K +$579K +11,724 New
38 39
40
41 42