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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1076
Wilbanks Smith & Thomas Asset Management
Virginia
$543K +$138K +2,241 +26%
IWP
1077
Icon Wealth Partners
Texas
$540K +$36.3K +587 +6%
DWM
1078
Dorchester Wealth Management
Quebec, Canada
$539K +$15.4K +250 +3%
AWM
1079
Alterna Wealth Management
Texas
$538K -$234K -3,793 -27%
IF
1080
Intrua Financial
Texas
$538K +$248K +4,010 +66%
AA
1081
Ancora Advisors
Ohio
$535K – – –
CCG
1082
Ceeto Capital Group
Florida
$534K +$618K +10,000 New
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$534K +$243K +3,933 +65%
HAM
1084
HoldCo Asset Management
Florida
$533K -$103M -1,664,385 -99%
IFG
1085
Independent Financial Group
California
$533K -$127K -2,049 -17%
WSFS
1086
Wilmington Savings Fund Society
Delaware
$532K -$113K -1,828 -15%
ACI
1087
Alpha Cubed Investments
California
$532K +$616K +9,970 New
AFC
1088
AFT Forsyth & Company
Florida
$531K – – –
WWM
1089
Western Wealth Management
Colorado
$530K -$840K -13,604 -58%
TFCP
1090
Twin Focus Capital Partners
Massachusetts
$528K – – –
FSA
1091
Fort Sheridan Advisors
Illinois
$526K -$33.9K -549 -5%
SAMT
1092
Select Asset Management & Trust
Pennsylvania
$526K +$272K +4,400 +81%
NB
1093
Nicolet Bankshares
Wisconsin
$525K +$296K +4,788 +95%
RHAM
1094
Round Hill Asset Management
California
$524K – – –
NL
1095
NWAM LLC
Washington
$522K +$98.3K +1,592 +19%
9WM
1096
9258 Wealth Management
Ohio
$521K +$15.3K +248 +3%
FFA
1097
Founders Financial Alliance
North Carolina
$520K +$14.9K +242 +3%
WEG
1098
World Equity Group
Illinois
$517K +$598K +9,689 New
WA
1099
Wealth Alliance
New York
$517K +$59.7K +966 +11%
HA
1100
Herold Advisors
New York
$516K +$49.4K +800 +9%
42 43
44
45 46