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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1101
Vident Investment Advisory
Georgia
$606K +$597K +8,778 New
SWMG
1102
Signature Wealth Management Group
Georgia
$602K -$33K -485 -5%
HDIM
1103
Hanson & Doremus Investment Management
Vermont
$600K -$9.79K -144 -2%
NL
1104
NWAM LLC
Washington
$597K -$4.49K -66 -0.8%
BSW
1105
Buckingham Strategic Wealth
Missouri
$595K -$13.7K -201 -2%
KCM
1106
Kornitzer Capital Management
Kansas
$594K – – –
MCA
1107
Mercer Capital Advisers
New Jersey
$593K -$4.35K -64 -0.7%
TA
1108
Tiedemann Advisors
New York
$589K -$247K -3,633 -30%
KIA
1109
KCM Investment Advisors
California
$589K +$2.65K +39 +0.5%
RVPG
1110
Relative Value Partners Group
$587K +$13.6K +200 +2%
RIA
1111
Realta Investment Advisors
Delaware
$585K -$127K -1,871 -18%
OIM
1112
Orca Investment Management
Oregon
$585K – – –
LNC
1113
Lincoln National Corp
Pennsylvania
$585K +$19.6K +288 +4%
AF
1114
Affiance Financial
Minnesota
$583K -$71.4K -1,050 -11%
TPWA
1115
TRUE Private Wealth Advisors
Oregon
$582K +$102K +1,498 +22%
PCM
1116
Penserra Capital Management
California
$581K +$74.1K +1,090 +15%
CP
1117
Camelot Portfolios
Ohio
$579K -$627K -9,222 -52%
WAS
1118
WESPAC Advisors SoCal
California
$579K +$332K +4,878 +139%
FMWA
1119
Forvis Mazars Wealth Advisors
Missouri
$577K +$8.23K +121 +1%
BFEC
1120
Benjamin F. Edwards & Company
Missouri
$576K -$36.6K -538 -6%
CA
1121
Clearstead Advisors
Ohio
$575K -$29K -427 -5%
AFP
1122
Ausdal Financial Partners
Iowa
$574K -$17.8K -262 -3%
PCG
1123
Private Capital Group
Connecticut
$573K +$75.4K +1,108 +15%
FMLI
1124
Fukoku Mutual Life Insurance
Japan
$572K – – –
PGFC
1125
Peapack-Gladstone Financial Corp
New Jersey
$570K +$20K +294 +4%
43 44
45
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