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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1176
Global Strategic Investment Solutions
Arizona
$461K +$3.03K +41 +0.6%
LAM
1177
Lingohr Asset Management
Germany
$460K – – –
WW
1178
Waterfront Wealth
Kansas
$460K +$74 +1 +0%
GG
1179
Golden Green
South Carolina
$459K -$5.11K -69 -1%
JF
1180
Jump Financial
Illinois
$458K -$109K -1,470 -18%
GM
1181
GeoWealth Management
Illinois
$457K +$70.4K +951 +17%
TWA
1182
TCI Wealth Advisors
Arizona
$456K +$347K +4,694 +268%
CS
1183
Capital Square
Tennessee
$454K +$15.5K +209 +3%
CFA
1184
Carroll Financial Associates
North Carolina
$451K -$6.29K -85 -1%
BOPW
1185
Brandywine Oak Private Wealth
Pennsylvania
$447K +$2.22K +30 +0.5%
MWM
1186
Minot Wealth Management
Massachusetts
$446K +$482K +6,520 New
OIM
1187
Orca Investment Management
Oregon
$444K -$93.8K -1,268 -17%
BG
1188
Bahl & Gaynor
Ohio
$442K -$7.4K -100 -2%
AA
1189
Apriem Advisors
California
$441K -$7.33K -99 -2%
PCIA
1190
Prime Capital Investment Advisors
Kansas
$441K +$169K +2,278 +58%
WFI
1191
West Family Investments
California
$439K +$459K +6,210 New
GEA
1192
Glen Eagle Advisors
New Jersey
$439K +$133K +1,791 +41%
LDFR
1193
Lehman & Derafelo Financial Resources
Pennsylvania
$438K +$148 +2 +0%
PBT
1194
Pictet Bank & Trust
Bahamas
$436K – – –
RFN
1195
RDA Financial Network
Iowa
$436K +$18.9K +255 +4%
RCM
1196
Requisite Capital Management
Texas
$435K +$74K +1,000 +19%
FMBTD
1197
First Midwest Bank Trust Division
Illinois
$432K +$20.3K +275 +5%
PFGIA
1198
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$106K +1,439 +31%
AF
1199
Allworth Financial
California
$429K -$39.5K -534 -8%
PCMC
1200
Private Capital Management (Colorado)
Colorado
$427K +$13.3K +180 +3%
46 47
48
49 50