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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1226
Dearborn Partners
Illinois
$864K – – –
BMCM
1227
Bryn Mawr Capital Management
Pennsylvania
$860K -$45.8K -483 -5%
SC
1228
Steph & Co
Wisconsin
$856K -$151K -1,592 -16%
BHB
1229
Bank Hapoalim BM
Israel
$856K -$17.6K -186 -2%
SVWAG
1230
Sound View Wealth Advisors Group
Georgia
$852K -$3.04K -32 -0.4%
BFA
1231
Beacon Financial Advisory
Ohio
$852K -$1.27M -13,332 -61%
CCA
1232
Childress Capital Advisors
Texas
$849K +$94.8K +999 +14%
AA
1233
Advisory Alpha
Michigan
$849K +$367K +3,869 +80%
IP
1234
Intellectus Partners
California
$849K – – –
4WM
1235
49 Wealth Management
Texas
$843K +$22.5K +237 +3%
KIA
1236
KCM Investment Advisors
California
$838K +$24.5K +258 +3%
BTI
1237
Blue Trust Inc
Georgia
$836K +$301K +3,167 +62%
AGAM
1238
Audent Global Asset Management
California
$833K -$7.5K -79 -1%
FB
1239
First Bancorp
Maine
$830K -$9.49K -100 -1%
OHWA
1240
Oak Hill Wealth Advisors
Virginia
$826K +$759 +8 +0.1%
OFP
1241
OFC Financial Planning
New Jersey
$826K – – –
ATC
1242
Adirondack Trust Company
New York
$825K -$20.7K -218 -3%
MA
1243
MONECO Advisors
Connecticut
$825K -$7.21K -76 -0.9%
AC
1244
Armistice Capital
New York
$821K +$768K +8,091 New
API
1245
Asset Planning Inc
California
$819K – – –
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$817K -$69K -727 -8%
BWP
1247
BSW Wealth Partners
Colorado
$817K +$10.9K +115 +1%
PCM
1248
Parsons Capital Management
Rhode Island
$816K +$19K +200 +3%
AIA
1249
Affinity Investment Advisors
California
$811K -$1.04K -11 -0.1%
DBIA
1250
Dumont & Blake Investment Advisors
New Jersey
$809K -$19.3K -203 -2%
48 49
50
51 52