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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
1201
Pictet Bank & Trust
Bahamas
$433K – – –
RA
1202
RFG Advisory
Alabama
$430K +$123K +1,753 +40%
CWP
1203
Concord Wealth Partners
Virginia
$429K -$424K -6,061 -50%
MWM
1204
Minot Wealth Management
Massachusetts
$429K -$28.7K -411 -6%
CFD
1205
Creative Financial Designs
Indiana
$429K +$47K +673 +12%
FMBTD
1206
First Midwest Bank Trust Division
Illinois
$428K – – –
MFW
1207
Mosaic Family Wealth
Missouri
$423K +$422K +6,034 New
EWM
1208
Empirical Wealth Management
Washington
$422K +$421K +6,020 New
WDC
1209
Woodward Diversified Capital
California
$421K -$100K -1,436 -19%
MME
1210
Meag Munich Ergo
Germany
$421K – – –
EWM
1211
EPG Wealth Management
Georgia
$420K +$48.2K +690 +13%
SC
1212
Steph & Co
Wisconsin
$414K +$41.9K +600 +11%
AOWM
1213
Alpha Omega Wealth Management
Virginia
$413K – – –
AA
1214
Apriem Advisors
California
$408K -$29.6K -423 -7%
SFFS
1215
Stonehage Fleming Financial Services
Jersey
$408K – – –
HPCM
1216
Hunter Perkins Capital Management
Illinois
$408K +$1.05K +15 +0.3%
JSL
1217
JT Stratford LLC
Georgia
$407K +$2.45K +35 +0.6%
MG
1218
Mather Group
Illinois
$404K -$82.5K -1,180 -17%
NWS
1219
Newport Wealth Strategies
California
$403K -$1.89K -27 -0.5%
WW
1220
Westshore Wealth
California
$399K -$174K -2,493 -31%
LDFR
1221
Lehman & Derafelo Financial Resources
Pennsylvania
$398K -$36K -515 -8%
GSWM
1222
Golden State Wealth Management
California
$397K +$34.7K +496 +10%
OR
1223
Olympiad Research
Connecticut
$395K +$35.4K +507 +10%
CI
1224
CX Institutional
Indiana
$394K +$57.6K +824 +17%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$391K +$15.2K +218 +4%
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