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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1201
Private Capital Management (Colorado)
Colorado
$426K +$3.27K +49 +0.8%
FMBTD
1202
First Midwest Bank Trust Division
Illinois
$424K -$22.4K -335 -5%
SBSB
1203
Sullivan, Bruyette, Speros & Blaney
Virginia
$424K +$66.8K +1,000 +21%
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$424K +$25.8K +386 +7%
BJL
1205
Brighton Jones LLC
Washington
$422K -$1.27K -19 -0.3%
1SB
1206
1ST Source Bank
Indiana
$421K -$1.2M -17,941 -76%
MWC
1207
MBM Wealth Consultants
Missouri
$421K -$40.2K -602 -9%
SW
1208
SlateStone Wealth
Florida
$420K +$386K +5,777 New
SFFS
1209
Stonehage Fleming Financial Services
Jersey
$419K -$181K -2,704 -32%
LC
1210
LCNB Corp
Ohio
$416K -$16.7K -250 -4%
FFA
1211
First Foundation Advisors
California
$415K +$1.87K +28 +0.5%
AIM
1212
Aigen Investment Management
New York
$414K +$380K +5,687 New
BO
1213
BRR OpCo
Ohio
$413K -$27.8K -417 -7%
RIG
1214
Roosevelt Investment Group
New York
$410K -$79.7K -1,194 -17%
LFF
1215
Level Four Financial
Texas
$409K -$536K -8,027 -59%
IIC
1216
Integrated Investment Consultants
Michigan
$408K – – –
RIA
1217
RPG Investment Advisory
California
$404K – – –
IFS
1218
Ifrah Financial Services
Arkansas
$402K -$19.5K -292 -5%
AWA
1219
Arete Wealth Advisors
Illinois
$402K -$5.61K -84 -1%
PGFC
1220
Peapack-Gladstone Financial Corp
New Jersey
$402K +$73.3K +1,098 +25%
GM
1221
GeoWealth Management
Illinois
$401K +$368K +5,506 New
WBG
1222
Wharton Business Group
Pennsylvania
$401K +$368K +5,513 New
ECM
1223
Evergreen Capital Management
Washington
$400K +$66.9K +1,002 +22%
NCP
1224
NexWave Capital Partners
New York
$400K +$367K +5,500 New
JIP
1225
Jaffetilchin Investment Partners
Florida
$395K +$363K +5,432 New
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