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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1276
V Wealth Advisors
Kansas
$244K +$162K +2,371 +273%
RWM
1277
RKL Wealth Management
Pennsylvania
$241K +$417K +6,112 New
RT
1278
Rockland Trust
Massachusetts
$240K – – –
HCA
1279
Heck Capital Advisors
Wisconsin
$239K +$6.83K +100 +3%
SSWM
1280
Smith Salley Wealth Management
North Carolina
$239K – – –
TTWM
1281
TCV Trust & Wealth Management
Virginia
$238K -$4.44K -65 -2%
CA
1282
Callahan Advisors
Texas
$237K +$222K +3,255 New
LGC
1283
Laurel Grove Capital
California
$236K -$68.3K -1,000 -24%
FNT
1284
First Nebraska Trust
Nebraska
$236K +$1.71K +25 +0.8%
JFA
1285
Johanson Financial Advisors
California
$235K +$221K +3,243 New
SIG
1286
Schaller Investment Group
North Carolina
$231K – – –
AGM
1287
Alpine Global Management
New York
$231K +$217K +3,172 New
CC
1288
Cedar Capital
Illinois
$230K -$27.8K -407 -11%
FHB
1289
First Hawaiian Bank
Hawaii
$230K – – –
WSCM
1290
Wellington Shields Capital Management
New York
$227K +$213K +3,120 New
LWCFA
1291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$73.9K +1,083 +54%
GAM
1292
Griffin Asset Management
New York
$222K +$208K +3,050 New
RMAM
1293
Raab & Moskowitz Asset Management
New Jersey
$221K – – –
FBFS
1294
First Business Financial Services
Wisconsin
$220K – – –
SAM
1295
SignalPoint Asset Management
Missouri
$220K +$207K +3,032 New
OIA
1296
OneDigital Investment Advisors
Kansas
$219K -$380K -5,559 -65%
RWP
1297
RWA Wealth Partners
Massachusetts
$219K +$206K +3,012 New
TCM
1298
Trafelet Capital Management
New York
$218K -$302K -4,430 -60%
IIM
1299
Ironwood Investment Management
Massachusetts
$218K – – –
DWA
1300
Douglass Winthrop Advisors
New York
$218K +$204K +2,992 New