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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
MinichMacGregor Wealth Management
New York
$133K +$227 +5 +0.2%
SWA
1052
Sutton Wealth Advisors
Florida
$133K +$15.2K +334 +13%
AIM
1053
Assured Investment Management
New York
$129K -$740K -16,278 -86%
CWM
1054
Cedar Wealth Management
California
$129K +$5.5K +121 +5%
SEIA
1055
Signature Estate & Investment Advisors
California
$126K -$3.96K -87 -3%
JWA
1056
JFS Wealth Advisors
Pennsylvania
$126K -$1.09K -24 -0.9%
MCM
1057
Manchester Capital Management
Vermont
$120K -$19.3K -424 -14%
NYLT
1058
New York Life Trust
New York
$119K -$227 -5 -0.2%
SRCM
1059
Swift Run Capital Management
Virginia
$118K – – –
PG
1060
Patten Group
Tennessee
$118K +$12.1K +265 +12%
EFSCE
1061
Enterprise Financial Services Corp (EFSC)
Missouri
$116K +$34.3K +753 +44%
NCM
1062
Nelson Capital Management
California
$113K +$61.9K +1,360 +131%
AIM
1063
Acrospire Investment Management
Illinois
$109K – – –
CHC
1064
City Holding Co
West Virginia
$109K +$22.1K +485 +27%
GAM
1065
Gemmer Asset Management
California
$106K +$3.14K +69 +3%
AA
1066
Apriem Advisors
California
$105K -$28.2K -621 -22%
PSC
1067
Prentiss Smith & Co
Vermont
$104K -$1.96K -43 -2%
MRCM
1068
M&R Capital Management
New Jersey
$95K – – –
SGAM
1069
Smith Group Asset Management
Texas
$92K +$9.55K +210 +12%
JCM
1070
Jacobi Capital Management
Pennsylvania
$91K +$45 +1 +0.1%
RFWA
1071
RPg Family Wealth Advisory
Massachusetts
$90.4K -$24.7K -542 -22%
SIC
1072
Salem Investment Counselors
North Carolina
$87K -$404K -8,886 -83%
BWP
1073
Baldwin Wealth Partners
Massachusetts
$87K -$23.4K -514 -22%
TWA
1074
TCI Wealth Advisors
Arizona
$84K -$2.5K -55 -3%
CCS
1075
Crosspoint Capital Strategies
California
$83K – – –
41 42
43
44 45