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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1051
Algert Global
California
$745K +$820K +12,329 New
SFP
1052
Sweet Financial Partners
Minnesota
$744K +$819K +12,312 New
KTA
1053
Keeley-Teton Advisors
Illinois
$743K +$133K +2,000 +19%
SIG
1054
Sargent Investment Group
Maryland
$735K +$72.5K +1,090 +10%
TPWM
1055
Twelve Points Wealth Management
Massachusetts
$735K +$809K +12,163 New
GWM
1056
Geneos Wealth Management
Colorado
$731K -$171K -2,567 -17%
RIA
1057
Realta Investment Advisors
Delaware
$730K -$29.5K -444 -4%
IFG
1058
Independent Financial Group
California
$726K +$157K +2,357 +24%
SWM
1059
SeaCrest Wealth Management
New York
$725K -$53.7K -807 -6%
FPB
1060
First PREMIER Bank
South Dakota
$720K – – –
VLC
1061
Van Leeuwen & Company
New Jersey
$718K – – –
BSW
1062
Buckingham Strategic Wealth
Missouri
$715K -$9.31K -140 -1%
FWM
1063
Frontier Wealth Management
Missouri
$714K -$513K -7,720 -40%
NSIM
1064
North Star Investment Management
Illinois
$713K +$38.4K +577 +5%
WSFS
1065
Wilmington Savings Fund Society
Delaware
$713K +$104K +1,561 +15%
TWP
1066
Tempus Wealth Planning
California
$710K +$3.46K +52 +0.4%
LWMM
1067
Legacy Wealth Management (Mississippi)
Mississippi
$707K +$3.46K +52 +0.4%
DCM
1068
Dimension Capital Management
Florida
$706K – – –
RA
1069
RFG Advisory
Alabama
$705K +$368K +5,541 +90%
EWA
1070
EP Wealth Advisors
California
$704K +$26.1K +392 +3%
DA
1071
DCM Advisors
New York
$704K +$775K +11,651 New
CAC
1072
Certified Advisory Corp
Florida
$691K +$1.2K +18 +0.2%
OIA
1073
OneDigital Investment Advisors
Kansas
$690K -$31K -466 -4%
MBT
1074
Montecito Bank & Trust
California
$690K +$87.5K +1,316 +13%
PWP
1075
Pursue Wealth Partners
California
$689K +$759K +11,410 New
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