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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1101
Forvis Mazars Wealth Advisors
Missouri
$363K -$45.5K -678 -7%
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$363K -$3.76K -56 -0.6%
WPW
1103
Waldron Private Wealth
Pennsylvania
$362K -$298K -4,444 -34%
KCM
1104
Kornitzer Capital Management
Kansas
$362K – – –
VIA
1105
Vident Investment Advisory
Georgia
$362K +$85.7K +1,277 +17%
MCA
1106
Mercer Capital Advisers
New Jersey
$361K +$67 +1 +0%
TPWA
1107
TRUE Private Wealth Advisors
Oregon
$360K -$79.9K -1,190 -12%
IA
1108
IFG Advisors
Missouri
$357K +$569K +8,480 New
CA
1109
Clearstead Advisors
Ohio
$356K +$45K +670 +9%
SCA
1110
Snowden Capital Advisors
New York
$355K -$89.6K -1,335 -14%
PCA
1111
Personal Capital Advisors
California
$353K -$43.2K -644 -7%
SFA
1112
Sequoia Financial Advisors
Ohio
$353K -$17.3K -257 -3%
SAM
1113
Seelaus Asset Management
New Jersey
$351K -$13.4K -200 -2%
NL
1114
NVWM LLC
Pennsylvania
$347K -$195K -2,903 -26%
EWA
1115
EP Wealth Advisors
California
$347K +$233K +3,476 +73%
KFA
1116
Kelleher Financial Advisors
New York
$343K -$83.9K -1,250 -13%
CTA
1117
Chesley Taft & Associates
Illinois
$342K +$284K +4,235 +109%
PCG
1118
Private Capital Group
Connecticut
$341K +$32.6K +485 +6%
OFS
1119
OneAscent Financial Services
Alabama
$340K -$96.6K -1,439 -15%
CFA
1120
Carroll Financial Associates
North Carolina
$340K -$7.58K -113 -1%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$340K +$308K +4,591 +132%
RVPG
1122
Relative Value Partners Group
$339K -$29.2K -435 -5%
AG
1123
AlphaSimPlex Group
Massachusetts
$338K -$632K -9,419 -54%
CM
1124
Castleark Management
Illinois
$337K – – –
NSEDCP
1125
NJ State Employees Deferred Compensation Plan
New Jersey
$337K – – –
43 44
45
46 47