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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1176
Peoples Bank (Ohio)
Ohio
$481K +$441K +6,610 New
AF
1177
Allworth Financial
California
$480K +$108K +1,614 +32%
RB
1178
Renasant Bank
Mississippi
$479K +$132K +1,972 +43%
GG
1179
Golden Green
South Carolina
$477K +$438K +6,562 New
OR
1180
Olympiad Research
Connecticut
$475K -$1.2K -18 -0.3%
WW
1181
Waterfront Wealth
Kansas
$475K +$67 +1 +0%
PCS
1182
Personal CFO Solutions
New Jersey
$475K +$87.2K +1,306 +25%
LAM
1183
Lingohr Asset Management
Germany
$473K +$434K +6,500 New
GSIS
1184
Global Strategic Investment Solutions
Arizona
$471K +$432K +6,470 New
CFA
1185
Carroll Financial Associates
North Carolina
$470K +$62.3K +934 +17%
CS
1186
Capital Square
Tennessee
$469K +$8.08K +121 +2%
XWM
1187
Xcel Wealth Management
Florida
$468K +$39.3K +588 +10%
FAIM
1188
Financial Advocates Investment Management
Washington
$467K -$13.1K -196 -3%
TFCP
1189
Twin Focus Capital Partners
Massachusetts
$466K – – –
BW
1190
Bison Wealth
Georgia
$464K -$46.1K -690 -10%
BG
1191
Bahl & Gaynor
Ohio
$462K -$50.3K -753 -11%
AA
1192
Apriem Advisors
California
$461K -$81.6K -1,222 -16%
SS
1193
Simplicity Solutions
Minnesota
$460K -$7.48M -112,100 -95%
BOPW
1194
Brandywine Oak Private Wealth
Pennsylvania
$458K +$2.4K +36 +0.6%
GSWM
1195
Golden State Wealth Management
California
$454K -$121K -1,806 -22%
CCA
1196
Childress Capital Advisors
Texas
$452K +$190K +2,845 +84%
LDFR
1197
Lehman & Derafelo Financial Resources
Pennsylvania
$450K +$134 +2 +0%
PBT
1198
Pictet Bank & Trust
Bahamas
$449K – – –
PA
1199
Parallel Advisors
California
$447K +$59.1K +885 +17%
HPCM
1200
Hunter Perkins Capital Management
Illinois
$444K -$60.2K -902 -13%
46 47
48
49 50