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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
1251
Beacon Pointe Wealth Advisors
California
$348K -$265K -3,898 -44%
BS
1252
Boenning & Scattergood
Pennsylvania
$348K +$343K +5,037 New
CC
1253
Cedar Capital
Illinois
$347K +$17.3K +255 +5%
HA
1254
Harbor Advisors
Florida
$345K – – –
TRAM
1255
Tuscan Ridge Asset Management
Illinois
$345K +$340K +5,000 New
SCG
1256
Sonata Capital Group
Washington
$343K +$28.9K +425 +9%
HR
1257
Hayden Royal
North Carolina
$342K +$80.9K +1,189 +32%
WAG
1258
Winthrop Advisory Group
Massachusetts
$340K -$19.5K -286 -5%
TIA
1259
Tiemann Investment Advisors
California
$339K – – –
WCM
1260
Weik Capital Management
Pennsylvania
$337K -$18.7K -275 -5%
C
1261
Cerebellum
California
$335K +$329K +4,844 New
FCA
1262
FLC Capital Advisors
California
$333K -$53.2K -782 -14%
KMWM
1263
Keudell/Morrison Wealth Management
Oregon
$333K -$9.59K -141 -3%
HFM
1264
Hartford Financial Management
Connecticut
$333K – – –
CT
1265
Cambridge Trust
Massachusetts
$332K +$38.4K +565 +13%
FA
1266
Faithward Advisors
Pennsylvania
$331K +$325K +4,785 New
SDWMA
1267
Schneider Downs Wealth Management Advisors
Pennsylvania
$328K +$102K +1,500 +46%
VIP
1268
Vantage Investment Partners
Missouri
$327K – – –
SAM
1269
SP Asset Management
California
$326K +$2.38K +35 +0.7%
FSA
1270
Fort Sheridan Advisors
Illinois
$326K +$6.8K +100 +2%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$326K +$14.1K +207 +5%
BBI
1272
Baxter Bros Inc
Connecticut
$325K -$60.3K -887 -16%
CCM
1273
Coldstream Capital Management
Washington
$325K -$45K -662 -12%
FA
1274
Fortis Advisors
Pennsylvania
$324K -$44.6K -655 -12%
GSWM
1275
Golden State Wealth Management
California
$324K +$12K +176 +4%
49 50
51
52 53