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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1201
SlateStone Wealth
Florida
$427K +$19.1K +258 +4%
MA
1202
Mutual Advisors
Nebraska
$426K +$88.2K +1,192 +25%
CPA
1203
Court Place Advisors
Maryland
$424K – – –
MME
1204
Meag Munich Ergo
Germany
$424K +$444K +6,000 New
AWA
1205
Arkadios Wealth Advisors
Georgia
$422K +$154K +2,084 +54%
XWM
1206
Xcel Wealth Management
Florida
$418K -$39.6K -535 -8%
AOWM
1207
Alpha Omega Wealth Management
Virginia
$416K -$374K -5,053 -46%
IIC
1208
Integrated Investment Consultants
Michigan
$415K +$18.6K +252 +4%
ANTB
1209
AMG National Trust Bank
Colorado
$414K -$83.2K -1,125 -16%
JIP
1210
Jaffetilchin Investment Partners
Florida
$414K +$31.1K +420 +8%
MWC
1211
MBM Wealth Consultants
Missouri
$413K +$2.07K +28 +0.5%
HPCM
1212
Hunter Perkins Capital Management
Illinois
$410K -$22.2K -300 -5%
ET
1213
Equitable Trust
Tennessee
$409K -$125K -1,683 -23%
NWS
1214
Newport Wealth Strategies
California
$408K +$38.2K +516 +10%
ECM
1215
Evergreen Capital Management
Washington
$407K +$18.2K +246 +4%
JSL
1216
JT Stratford LLC
Georgia
$407K +$78.3K +1,058 +23%
PCA
1217
Personal Capital Advisors
California
$405K -$138K -1,869 -25%
MWPCG
1218
Measured Wealth Private Client Group
New Hampshire
$404K +$103K +1,397 +32%
SFFS
1219
Stonehage Fleming Financial Services
Jersey
$403K – – –
BAM
1220
Brave Asset Management
New Jersey
$403K +$47.9K +648 +13%
ACI
1221
Alpha Cubed Investments
California
$401K -$84.9K -1,148 -17%
EWA
1222
Exencial Wealth Advisors
Oklahoma
$400K -$74.4K -1,005 -15%
1SB
1223
1ST Source Bank
Indiana
$399K -$10.9K -147 -3%
KMWM
1224
Keudell/Morrison Wealth Management
Oregon
$397K -$128K -1,726 -24%
FHC
1225
First Heartland Consultants
Missouri
$394K -$22.3K -301 -5%
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