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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
EF
1126
Empirical Finance
Pennsylvania
$730K +$229K +3,106 +52%
PCA
1127
Personal Capital Advisors
California
$726K +$294K +3,980 +78%
EWA
1128
Exencial Wealth Advisors
Oklahoma
$724K -$34.7K -470 -5%
HAG
1129
HighPoint Advisor Group
Illinois
$722K +$25.2K +341 +4%
ZIC
1130
ZWJ Investment Counsel
Georgia
$721K +$667K +9,029 New
IIM
1131
Ironwood Investment Management
Massachusetts
$720K -$1.92K -26 -0.3%
WCM
1132
Whitener Capital Management
North Carolina
$718K -$59.1K -800 -8%
Carson Wealth (CWM LLC)
1133
Carson Wealth (CWM LLC)
Nebraska
$718K – – –
SIG
1134
Sargent Investment Group
Maryland
$718K +$149K +2,015 +29%
SWMG
1135
Signature Wealth Management Group
Georgia
$714K +$16.4K +222 +3%
MBTD
1136
Mechanics Bank - Trust Department
California
$713K -$24.4K -330 -4%
CAN
1137
Claraphi Advisory Network
United States
$713K -$3.55K -48 -0.5%
CP
1138
Camelot Portfolios
Ohio
$713K +$40.2K +544 +6%
MLIC
1139
Mandatum Life Insurance Company
Finland
$711K – – –
SMFS
1140
Squar Milner Financial Services
California
$711K +$193K +2,612 +41%
DWM
1141
Dorchester Wealth Management
Quebec, Canada
$706K -$96.7K -1,309 -13%
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$706K +$1.18K +16 +0.2%
LD
1143
Lipe & Dalton
New York
$701K -$2.22K -30 -0.3%
BSW
1144
Buckingham Strategic Wealth
Missouri
$698K +$9.01K +122 +1%
PWPS
1145
Pinnacle Wealth Planning Services
Ohio
$695K +$297K +4,018 +86%
SFA
1146
Sequoia Financial Advisors
Ohio
$691K -$42.9K -580 -6%
VCM
1147
Vivaldi Capital Management
Illinois
$687K -$288K -3,892 -31%
KCM
1148
Kornitzer Capital Management
Kansas
$687K – – –
MCA
1149
Mercer Capital Advisers
New Jersey
$685K – – –
SAM
1150
Seelaus Asset Management
New Jersey
$681K +$37K +501 +6%