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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1176
Waterfront Wealth
Kansas
$475K +$67 +1 +0%
PCS
1177
Personal CFO Solutions
New Jersey
$475K +$87.2K +1,306 +25%
LAM
1178
Lingohr Asset Management
Germany
$473K +$434K +6,500 New
GSIS
1179
Global Strategic Investment Solutions
Arizona
$471K +$432K +6,470 New
CFA
1180
Carroll Financial Associates
North Carolina
$470K +$62.3K +934 +17%
CS
1181
Capital Square
Tennessee
$469K +$8.08K +121 +2%
XWM
1182
Xcel Wealth Management
Florida
$468K +$39.3K +588 +10%
FAIM
1183
Financial Advocates Investment Management
Washington
$467K -$13.1K -196 -3%
TFCP
1184
Twin Focus Capital Partners
Massachusetts
$466K – – –
BW
1185
Bison Wealth
Georgia
$464K -$46.1K -690 -10%
BG
1186
Bahl & Gaynor
Ohio
$462K -$50.3K -753 -11%
AA
1187
Apriem Advisors
California
$461K -$81.6K -1,222 -16%
SS
1188
Simplicity Solutions
Minnesota
$460K -$7.48M -112,100 -95%
BOPW
1189
Brandywine Oak Private Wealth
Pennsylvania
$458K +$2.4K +36 +0.6%
GSWM
1190
Golden State Wealth Management
California
$454K -$121K -1,806 -22%
CCA
1191
Childress Capital Advisors
Texas
$452K +$190K +2,845 +84%
LDFR
1192
Lehman & Derafelo Financial Resources
Pennsylvania
$450K +$134 +2 +0%
PBT
1193
Pictet Bank & Trust
Bahamas
$449K – – –
PA
1194
Parallel Advisors
California
$447K +$59.1K +885 +17%
HPCM
1195
Hunter Perkins Capital Management
Illinois
$444K -$60.2K -902 -13%
STA
1196
Summit Trail Advisors
New York
$442K +$47.7K +714 +13%
CPA
1197
Court Place Advisors
Maryland
$436K – – –
PFO
1198
Pathstone Family Office
New Jersey
$435K +$296K +4,437 +288%
RFN
1199
RDA Financial Network
Iowa
$430K +$7.34K +110 +2%
FHC
1200
First Heartland Consultants
Missouri
$427K +$2K +30 +0.5%
46 47
48
49 50