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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wintrust Investments
Illinois
$685K -$2.4M -38,888 -75%
MMPW
1027
Mitchell McLeod Pugh & Williams
Alabama
$684K – – –
SC
1028
Steph & Co
Wisconsin
$683K – – –
FNBOMD
1029
First National Bank of Mount Dora
Florida
$677K -$42.2K -683 -6%
DAS
1030
Dynamic Advisor Solutions
Arizona
$673K -$10.5K -169 -2%
SLWA
1031
San Luis Wealth Advisors
California
$669K +$360K +5,815 +119%
TPWM
1032
Twelve Points Wealth Management
Massachusetts
$669K +$50.5K +817 +8%
PCS
1033
Personal CFO Solutions
New Jersey
$667K -$7.79K -126 -1%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$662K -$22.9K -371 -3%
IRC
1035
Investors Research Corp
Georgia
$661K -$29.6K -479 -4%
CCM
1036
Chiron Capital Management
Florida
$659K -$328K -5,299 -33%
GG
1037
Gleason Group
Kentucky
$658K +$3.77K +61 +0.6%
HCM
1038
Hollencrest Capital Management
California
$658K -$61.8K -1,000 -9%
WIM
1039
Westside Investment Management
California
$657K – – –
GWM
1040
Geneos Wealth Management
Colorado
$652K +$230K +3,713 +55%
CSPIA
1041
Cary Street Partners Investment Advisory
Virginia
$650K +$74.9K +1,211 +13%
PTC
1042
Philadelphia Trust Company
Pennsylvania
$649K +$9.59K +155 +2%
GM
1043
GeoWealth Management
Illinois
$644K -$20.2K -326 -3%
SCM
1044
SOL Capital Management
Maryland
$644K -$46.1K -745 -7%
HCP
1045
Hexagon Capital Partners
Arkansas
$640K -$89.9K -1,454 -12%
BBHC
1046
Brown Brothers Harriman & Co
New York
$639K -$25.4K -411 -4%
RPCONE
1047
Retirement Planning Company of New England
Rhode Island
$631K +$28.1K +454 +5%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$629K -$42.6K -689 -6%
WWM
1049
Western Wealth Management
Colorado
$628K +$4.08K +66 +0.7%
MFA
1050
Mayflower Financial Advisors
Massachusetts
$627K +$191K +3,083 +44%
40 41
42
43 44