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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1076
Dynamic Advisor Solutions
Arizona
$684K +$43.1K +644 +7%
CWM
1077
Cornerstone Wealth Management
Missouri
$682K -$200K -2,990 -24%
OIA
1078
OneDigital Investment Advisors
Kansas
$682K +$196K +2,936 +43%
RMCM
1079
Reynders McVeigh Capital Management
Massachusetts
$679K +$6.69K +100 +1%
BRWM
1080
B. Riley Wealth Management
Tennessee
$675K -$81.6K -1,219 -11%
BCM
1081
Barometer Capital Management
Ontario, Canada
$674K – – –
CIA
1082
CSat Investment Advisory
Michigan
$672K -$929K -13,877 -59%
QPWM
1083
Quadrant Private Wealth Management
Pennsylvania
$670K +$8.5K +127 +1%
FNBOO
1084
First National Bank of Omaha
Nebraska
$665K -$16.6K -248 -3%
AF
1085
Affiance Financial
Minnesota
$665K +$59.6K +890 +10%
KFA
1086
Kelleher Financial Advisors
New York
$665K +$636K +9,501 New
SCA
1087
Snowden Capital Advisors
New York
$663K +$18.3K +274 +3%
QT
1088
Quantbot Technologies
New York
$661K -$3.08M -45,962 -83%
LD
1089
Lipe & Dalton
New York
$661K -$10.7K -160 -2%
WCM
1090
Whitener Capital Management
North Carolina
$660K – – –
LMAM
1091
Legg Mason Asset Management
Japan
$659K – – –
MA
1092
MONECO Advisors
Connecticut
$657K +$2.81K +42 +0.4%
SWMG
1093
Signature Wealth Management Group
Georgia
$657K +$28.5K +426 +5%
AW
1094
ACG Wealth
Georgia
$655K -$197K -2,943 -24%
9WM
1095
9258 Wealth Management
Ohio
$652K -$23.2K -347 -4%
AIC
1096
Archer Investment Corporation
Indiana
$652K – – –
SFA
1097
Sequoia Financial Advisors
Ohio
$649K -$5.96K -89 -1%
IBOK
1098
Independence Bank of Kentucky
Kentucky
$648K -$38.1K -570 -6%
VC
1099
Vicus Capital
Pennsylvania
$648K -$19.3K -288 -3%
IWC
1100
Integrated Wealth Concepts
Massachusetts
$645K +$188K +2,807 +41%
42 43
44
45 46