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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1201
Mosaic Family Wealth
Missouri
$423K +$422K +6,034 New
EWM
1202
Empirical Wealth Management
Washington
$422K +$421K +6,020 New
WDC
1203
Woodward Diversified Capital
California
$421K -$100K -1,436 -19%
MME
1204
Meag Munich Ergo
Germany
$421K – – –
EWM
1205
EPG Wealth Management
Georgia
$420K +$48.2K +690 +13%
SC
1206
Steph & Co
Wisconsin
$414K +$41.9K +600 +11%
AOWM
1207
Alpha Omega Wealth Management
Virginia
$413K – – –
AA
1208
Apriem Advisors
California
$408K -$29.6K -423 -7%
SFFS
1209
Stonehage Fleming Financial Services
Jersey
$408K – – –
HPCM
1210
Hunter Perkins Capital Management
Illinois
$408K +$1.05K +15 +0.3%
JSL
1211
JT Stratford LLC
Georgia
$407K +$2.45K +35 +0.6%
MG
1212
Mather Group
Illinois
$404K -$82.5K -1,180 -17%
NWS
1213
Newport Wealth Strategies
California
$403K -$1.89K -27 -0.5%
WW
1214
Westshore Wealth
California
$399K -$174K -2,493 -31%
LDFR
1215
Lehman & Derafelo Financial Resources
Pennsylvania
$398K -$36K -515 -8%
GSWM
1216
Golden State Wealth Management
California
$397K +$34.7K +496 +10%
OR
1217
Olympiad Research
Connecticut
$395K +$35.4K +507 +10%
CI
1218
CX Institutional
Indiana
$394K +$57.6K +824 +17%
RCAG
1219
Rehmann Capital Advisory Group
Michigan
$391K +$15.2K +218 +4%
FCI
1220
Financial Counselors Inc
Kansas
$389K +$142K +2,035 +58%
OIM
1221
Orca Investment Management
Oregon
$388K -$53K -758 -12%
AB
1222
Atlas Brown
Kentucky
$388K +$386K +5,528 New
BJL
1223
Brighton Jones LLC
Washington
$387K -$95.2K -1,362 -20%
BDWM
1224
Brewin Dolphin Wealth Management
Ireland
$387K +$58K +830 +18%
WG
1225
Welch Group
Alabama
$386K +$43K +615 +13%
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