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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1176
Avantax Planning Partners
Iowa
$275K -$33.8K -503 -7%
WEC
1177
Winslow Evans & Crocker
Massachusetts
$274K -$393K -5,858 -48%
TFCP
1178
Twin Focus Capital Partners
Massachusetts
$274K -$316K -4,705 -42%
CPO
1179
Cerity Partners OCIO
New York
$274K +$135K +2,015 +45%
GWCM
1180
Godshalk Welsh Capital Management
Pennsylvania
$273K -$40.3K -600 -8%
FSA
1181
Fort Sheridan Advisors
Illinois
$272K +$117K +1,745 +37%
BIAS
1182
Beacon Investment Advisory Services
New Jersey
$272K +$434K +6,469 New
FMT
1183
First Mercantile Trust
Tennessee
$270K +$44.8K +667 +12%
JIC
1184
Joel Isaacson & Co
New York
$267K -$138K -2,051 -24%
SIA
1185
Sit Investment Associates
Minnesota
$267K – – –
CAI
1186
Capital Advisors Inc
Oklahoma
$265K -$20.4M -304,065 -98%
AA
1187
Apriem Advisors
California
$264K -$13.4K -199 -3%
DWM
1188
Dorchester Wealth Management
Quebec, Canada
$263K -$174K -2,591 -29%
VCM
1189
Vivaldi Capital Management
Illinois
$263K -$159K -2,365 -27%
WP
1190
WealthSource Partners
California
$262K -$376K -5,595 -47%
OPS
1191
Orion Portfolio Solutions
Nebraska
$262K -$207K -3,088 -33%
FC
1192
FORA Capital
Florida
$262K +$417K +6,219 New
RM
1193
Resource Management
Louisiana
$261K +$38.7K +577 +10%
LAM
1194
Lingohr Asset Management
Germany
$257K -$951K -14,175 -70%
CM
1195
Columbus Macro
Pennsylvania
$257K -$32.2K -480 -7%
MCM
1196
Maryland Capital Management
Maryland
$255K +$407K +6,059 New
SMFS
1197
Squar Milner Financial Services
California
$254K -$193K -2,870 -32%
GW
1198
GW & Wade
Massachusetts
$253K -$1.41K -21 -0.3%
XWM
1199
Xcel Wealth Management
Florida
$252K +$31.1K +464 +8%
FLI
1200
Family Legacy Inc
South Carolina
$251K – – –
46 47
48
49 50