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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1101
New England Asset Management
Connecticut
$782K -$3.46M -45,440 -80%
BAM
1102
Blueshift Asset Management
New Jersey
$777K +$835K +10,945 New
CFO
1103
Callan Family Office
Pennsylvania
$776K -$138K -1,816 -14%
CAM
1104
CenterStar Asset Management
Illinois
$772K +$828K +10,862 New
GWM
1105
Geneos Wealth Management
Colorado
$770K +$168K +2,199 +25%
CAG
1106
Crestwood Advisors Group
Massachusetts
$768K +$103K +1,345 +14%
DWP
1107
Daymark Wealth Partners
Ohio
$765K +$599K +7,851 +268%
OAM
1108
Oxford Asset Management
United Kingdom
$764K +$821K +10,764 New
KF
1109
Krilogy Financial
Missouri
$764K +$821K +10,761 New
GG
1110
Gleason Group
Kentucky
$758K +$5.64K +74 +0.7%
JPWM
1111
Jamison Private Wealth Management
Georgia
$756K -$224K -2,932 -22%
GIM
1112
Guardian Investment Management
California
$755K -$173K -2,265 -18%
QWM
1113
Quadcap Wealth Management
Texas
$753K -$307K -4,024 -27%
SMA
1114
Sage Mountain Advisors
Georgia
$750K -$8.77K -115 -1%
WAS
1115
WESPAC Advisors SoCal
California
$747K +$802K +10,521 New
HCM
1116
Hollencrest Capital Management
California
$746K – – –
LI
1117
LVZ Inc
Michigan
$745K +$52.2K +685 +7%
VCA
1118
Verdence Capital Advisors
Maryland
$743K -$43.8K -574 -5%
SC
1119
Syon Capital
California
$741K +$151K +1,984 +23%
WWM
1120
Western Wealth Management
Colorado
$741K +$87.2K +1,144 +12%
KA
1121
KDT Advisors
New York
$738K – – –
1C
1122
111 Capital
France
$733K +$209K +2,737 +36%
BGC
1123
Beutel, Goodman & Co
Ontario, Canada
$732K +$787K +10,315 New
RPCONE
1124
Retirement Planning Company of New England
Rhode Island
$730K +$20.4K +268 +3%
WIM
1125
Westside Investment Management
California
$730K -$4.35K -57 -0.6%
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