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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1201
Eads & Heald Wealth Management
Georgia
$266K -$1.98K -40 -0.6%
ASC
1202
Atalanta Sosnoff Capital
New York
$265K -$684K -13,846 -69%
BOPW
1203
Brandywine Oak Private Wealth
Pennsylvania
$265K -$494 -10 -0.2%
ACA
1204
Aptus Capital Advisors
Alabama
$265K +$313K +6,344 New
WTA
1205
Washington Trust Advisors
Massachusetts
$264K -$30.6K -620 -9%
LJAC
1206
L.J. Altfest & Co
New York
$263K +$692 +14 +0.2%
KMWM
1207
Keudell/Morrison Wealth Management
Oregon
$263K +$1.98K +40 +0.6%
QC
1208
Quent Capital
New York
$263K +$33.3K +675 +12%
HSA
1209
HBK Sorce Advisory
Pennsylvania
$262K +$89.5K +1,812 +40%
SAM
1210
Seelaus Asset Management
New Jersey
$261K – – –
VFA
1211
Voya Financial Advisors
Connecticut
$261K +$15.4K +311 +5%
LDFR
1212
Lehman & Derafelo Financial Resources
Pennsylvania
$260K +$12.5K +253 +4%
CA
1213
Continuum Advisory
Idaho
$259K +$42.9K +869 +16%
HI
1214
Harbour Investments
Wisconsin
$258K – – –
PCFFS
1215
Pacific Center for Financial Services
California
$257K +$198 +4 +0.1%
MG
1216
Mather Group
Illinois
$256K +$9.14K +185 +3%
AWA
1217
Arkadios Wealth Advisors
Georgia
$255K +$303K +6,125 New
WG
1218
Welch Group
Alabama
$254K -$80.4K -1,627 -21%
CFGS
1219
Concourse Financial Group Securities
Alabama
$254K +$1.93K +39 +0.6%
PCMC
1220
Private Capital Management (Colorado)
Colorado
$253K -$2.87K -58 -0.9%
MC
1221
Maverick Capital
Texas
$253K +$300K +6,076 New
SA
1222
Shilanski & Associates
Alaska
$253K +$300K +6,080 New
KPW
1223
Kore Private Wealth
New York
$251K -$18.5K -375 -6%
SIAP
1224
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K – – –
PWM
1225
Prentice Wealth Management
New York
$251K +$295K +5,979 New
47 48
49
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