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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1226
Stonehage Fleming Financial Services
Jersey
$402K -$397K -5,930 -51%
IWP
1227
Icon Wealth Partners
Texas
$400K +$38.5K +576 +11%
FCA
1228
FLC Capital Advisors
California
$399K – – –
TFO
1229
Tarbox Family Office
California
$396K +$2.61K +39 +0.7%
BBI
1230
Baxter Bros Inc
Connecticut
$392K +$67 +1 +0%
KF
1231
Krilogy Financial
Missouri
$390K +$69.9K +1,044 +23%
GPA
1232
Garrison Point Advisors
California
$389K +$9.37K +140 +3%
TAM
1233
Trust Asset Management
Texas
$389K +$48.1K +719 +15%
WCA
1234
Westover Capital Advisors
Delaware
$382K +$2.48K +37 +0.7%
MIM
1235
Montgomery Investment Management
Maryland
$381K – – –
TFS
1236
TrustCore Financial Services
Tennessee
$380K -$24.8K -370 -6%
CA
1237
Calton & Associates
Florida
$378K -$167K -2,496 -32%
CCM
1238
Coldstream Capital Management
Washington
$376K +$94.1K +1,407 +36%
BWP
1239
Bernardo Wealth Planning
Pennsylvania
$375K +$4.48K +67 +1%
FA
1240
Fortis Advisors
Pennsylvania
$374K – – –
CCMT
1241
CMT Capital Markets Trading
Germany
$373K -$238K -3,555 -40%
PP
1242
PagnatoKarp Partners
Virginia
$371K +$30.6K +458 +9%
BB
1243
Bell Bank
North Dakota
$370K -$1.14K -17 -0.3%
RIA
1244
RPG Investment Advisory
California
$370K +$348K +5,202 +20,808%
NFC
1245
Northeast Financial Consultants
Connecticut
$369K -$115K -1,720 -25%
CPA
1246
Clear Perspective Advisors
Illinois
$366K -$66.9K -1,000 -16%
SP
1247
Successful Portfolios
Florida
$366K -$10K -150 -3%
AWA
1248
Arete Wealth Advisors
Illinois
$365K +$348K +5,201 New
IA
1249
IFG Advisory
Georgia
$364K -$50.8K -759 -13%
RWM
1250
Rench Wealth Management
Texas
$364K +$2.27K +34 +0.7%
48 49
50
51 52