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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1201
Summit Trail Advisors
New York
$442K +$47.7K +714 +13%
CPA
1202
Court Place Advisors
Maryland
$436K – – –
PFO
1203
Pathstone Family Office
New Jersey
$435K +$296K +4,437 +288%
RFN
1204
RDA Financial Network
Iowa
$430K +$7.34K +110 +2%
FHC
1205
First Heartland Consultants
Missouri
$427K +$2K +30 +0.5%
PCMC
1206
Private Capital Management (Colorado)
Colorado
$426K +$3.27K +49 +0.8%
FMBTD
1207
First Midwest Bank Trust Division
Illinois
$424K -$22.4K -335 -5%
SBSB
1208
Sullivan, Bruyette, Speros & Blaney
Virginia
$424K +$66.8K +1,000 +21%
RCAG
1209
Rehmann Capital Advisory Group
Michigan
$424K +$25.8K +386 +7%
BJL
1210
Brighton Jones LLC
Washington
$422K -$1.27K -19 -0.3%
1SB
1211
1ST Source Bank
Indiana
$421K -$1.2M -17,941 -76%
MWC
1212
MBM Wealth Consultants
Missouri
$421K -$40.2K -602 -9%
SW
1213
SlateStone Wealth
Florida
$420K +$386K +5,777 New
SFFS
1214
Stonehage Fleming Financial Services
Jersey
$419K -$181K -2,704 -32%
LC
1215
LCNB Corp
Ohio
$416K -$16.7K -250 -4%
FFA
1216
First Foundation Advisors
California
$415K +$1.87K +28 +0.5%
AIM
1217
Aigen Investment Management
New York
$414K +$380K +5,687 New
BO
1218
BRR OpCo
Ohio
$413K -$27.8K -417 -7%
RIG
1219
Roosevelt Investment Group
New York
$410K -$79.7K -1,194 -17%
LFF
1220
Level Four Financial
Texas
$409K -$536K -8,027 -59%
IIC
1221
Integrated Investment Consultants
Michigan
$408K – – –
RIA
1222
RPG Investment Advisory
California
$404K – – –
IFS
1223
Ifrah Financial Services
Arkansas
$402K -$19.5K -292 -5%
AWA
1224
Arete Wealth Advisors
Illinois
$402K -$5.61K -84 -1%
PGFC
1225
Peapack-Gladstone Financial Corp
New Jersey
$402K +$73.3K +1,098 +25%
47 48
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