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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1001
Archford Capital Strategies
Illinois
$835K -$4.91K -79 -0.6%
CGL
1002
Clarius Group LLC
Washington
$830K +$412K +6,630 +99%
CAM
1003
Cresset Asset Management
Illinois
$828K -$193K -3,101 -19%
PWAP
1004
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$822K +$3.1K +50 +0.4%
SC
1005
Savant Capital
Illinois
$817K -$1.74K -28 -0.2%
CS
1006
Comerica Securities
Michigan
$812K +$10.5K +169 +1%
PTC
1007
Private Trust Company
Ohio
$810K -$174K -2,808 -18%
PI
1008
PFS Investments
Georgia
$807K +$806K +12,976 New
LFAS
1009
Level Four Advisory Services
Texas
$803K +$16.6K +267 +2%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$801K -$23.6K -380 -3%
ARMT
1011
Amica Retiree Medical Trust
Rhode Island
$798K – – –
SOAMC
1012
Spirit of America Management Corp
New York
$796K -$109K -1,750 -12%
SS
1013
Sunbelt Securities
Texas
$790K -$183K -2,943 -19%
DAM
1014
Deltec Asset Management
New York
$784K -$4.92M -79,265 -86%
HSA
1015
HBK Sorce Advisory
Pennsylvania
$782K +$119K +1,918 +18%
BAM
1016
Brave Asset Management
New Jersey
$781K -$2.48K -40 -0.3%
AFNAS
1017
American Financial Network Advisory Services
California
$780K -$211K -3,393 -21%
ECM
1018
Exchange Capital Management
Michigan
$777K +$28.5K +459 +4%
GA
1019
GFS Advisors
Texas
$776K – – –
AFC
1020
AFT Forsyth & Company
Florida
$772K +$43.5K +700 +6%
KWA
1021
KCS Wealth Advisory
California
$772K +$121K +1,943 +19%
LB
1022
Legacy Bridge
Iowa
$769K – – –
WB
1023
WesBanco Bank
West Virginia
$769K +$254K +4,089 +49%
SAM
1024
SP Asset Management
California
$769K +$367K +5,913 +127%
DLG
1025
Daniel L. Goodwin
$765K – – –
39 40
41
42 43