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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1226
Clear Perspective Advisors
Illinois
$364K +$2.72K +40 +0.8%
SP
1227
Successful Portfolios
Florida
$363K +$1.7K +25 +0.5%
BWAM
1228
Boyd Watterson Asset Management
Ohio
$362K -$68.4K -1,006 -16%
LSPW
1229
Lake Street Private Wealth
Illinois
$361K +$17.3K +254 +5%
ABC
1230
Associated Banc-Corp
Wisconsin
$358K -$95.3K -1,401 -21%
AAP
1231
Arax Advisory Partners
Colorado
$358K -$476 -7 -0.1%
MIH
1232
Meitav Investment House
Israel
$358K +$141K +2,070 +67%
TBNY
1233
Trustco Bank (New York)
New York
$357K +$6.8K +100 +2%
MWP
1234
MYCIO Wealth Partners
Pennsylvania
$355K +$9.46K +139 +3%
AC
1235
Arjuna Capital
North Carolina
$354K -$202K -2,963 -37%
IWA
1236
Intercontinental Wealth Advisors
Texas
$354K +$123K +1,804 +54%
BC
1237
Bartlett & Co
Ohio
$354K +$194K +2,853 +126%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$354K +$194K +2,853 +126%
PCA
1239
Personal Capital Advisors
California
$352K +$35.4K +521 +11%
LFA
1240
Legacy Financial Advisors
Kentucky
$351K -$3.13K -46 -0.9%
XWM
1241
Xcel Wealth Management
Florida
$351K +$37.8K +556 +12%
AFNAS
1242
American Financial Network Advisory Services
California
$349K -$470K -6,907 -58%
BJL
1243
Brighton Jones LLC
Washington
$349K -$2.99K -44 -0.9%
HWA
1244
Heritage Wealth Advisors
Virginia
$349K +$28.6K +420 +7%
BPWA
1245
Beacon Pointe Wealth Advisors
California
$348K -$265K -3,898 -44%
BS
1246
Boenning & Scattergood
Pennsylvania
$348K +$343K +5,037 New
CC
1247
Cedar Capital
Illinois
$347K +$17.3K +255 +5%
HA
1248
Harbor Advisors
Florida
$345K – – –
TRAM
1249
Tuscan Ridge Asset Management
Illinois
$345K +$340K +5,000 New
SCG
1250
Sonata Capital Group
Washington
$343K +$28.9K +425 +9%
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50
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