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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IOOF
1276
Independent Order of Foresters
Ontario, Canada
$369K -$164K -2,220 -31%
DWM
1277
Dynasty Wealth Management
Florida
$369K +$366K +4,956 New
MC
1278
Miles Capital
Iowa
$366K -$22K -297 -6%
MBA
1279
McQueen Ball & Associates
Pennsylvania
$366K – – –
FA
1280
FCG Advisors
New Jersey
$365K +$24.8K +335 +7%
MWP
1281
MYCIO Wealth Partners
Pennsylvania
$361K +$666 +9 +0.2%
GP
1282
Girard Partners
Pennsylvania
$360K -$12.9K -174 -3%
BCM
1283
Brasada Capital Management
Texas
$360K +$173K +2,340 New
AWA
1284
AmeriServ Wealth Advisors
Pennsylvania
$360K +$353K +4,770 New
SWM
1285
SVA Wealth Management
Wisconsin
$358K -$35.2K -476 -9%
FA
1286
Fortis Advisors
Pennsylvania
$356K – – –
AFM
1287
Abbot Financial Management
Massachusetts
$351K – – –
RMDI
1288
R.M. Davis Inc
Maine
$350K -$3.92K -53 -1%
CWM
1289
Circle Wealth Management
New Jersey
$350K +$739 +10 +0.2%
MCP
1290
Mirador Capital Partners
California
$349K +$7.03K +95 +2%
PSF
1291
Pacific Sun Financial
California
$349K +$347K +4,686 New
AI
1292
Accredited Investors
Minnesota
$348K +$29.9K +404 +9%
WAG
1293
Winthrop Advisory Group
Massachusetts
$347K +$340K +4,596 New
BO
1294
BRR OpCo
Ohio
$345K -$4.73K -64 -1%
BB
1295
Bell Bank
North Dakota
$342K +$7.39K +100 +2%
CAN
1296
Claraphi Advisory Network
United States
$340K +$338K +4,574 New
ZB
1297
Zions Bancorporation
Utah
$335K -$9.1K -123 -3%
ECM
1298
Exchange Capital Management
Michigan
$335K +$298K +4,034 +855%
CB
1299
Cadence Bank
Mississippi
$335K +$333K +4,500 New
GI
1300
GS Investments
Minnesota
$335K – – –
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