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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1276
Xcel Wealth Management
Florida
$257K +$313K +4,939 New
LCM
1277
Landscape Capital Management
New Jersey
$257K +$313K +4,943 New
MBA
1278
McQueen Ball & Associates
Pennsylvania
$256K – – –
C
1279
Cerebellum
California
$255K +$146K +2,301 +89%
CAW
1280
Cornerstone Advisors (Washington)
Washington
$255K +$190K +3,006 +158%
VIP
1281
Vantage Investment Partners
Missouri
$253K -$235K -3,708 -43%
PP
1282
PagnatoKarp Partners
Virginia
$253K -$66.2K -1,045 -18%
WP
1283
WMS Partners
Maryland
$253K +$308K +4,862 New
TAM
1284
Trust Asset Management
Texas
$252K – – –
PWP
1285
Principle Wealth Partners
Connecticut
$252K +$306K +4,835 New
SFA
1286
Sequoia Financial Advisors
Ohio
$251K -$206K -3,259 -40%
HFM
1287
Hartford Financial Management
Connecticut
$251K – – –
FMT
1288
First Mercantile Trust
Tennessee
$251K +$125K +1,980 +69%
ST
1289
Smithfield Trust
Pennsylvania
$250K -$23.6K -373 -7%
BFPW
1290
BOK Financial Private Wealth
Colorado
$250K +$304K +4,800 New
SBSB
1291
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K -$20.4K -322 -6%
WAG
1292
Winthrop Advisory Group
Massachusetts
$247K -$46.7K -738 -13%
AFM
1293
Abbot Financial Management
Massachusetts
$247K -$5.13K -81 -2%
LSA
1294
L & S Advisors
California
$246K -$8.16M -128,814 -96%
LC
1295
LCNB Corp
Ohio
$246K +$46K +726 +18%
MCP
1296
Mirador Capital Partners
California
$245K +$6.71K +106 +2%
EF
1297
Empirical Finance
Pennsylvania
$244K -$34.9K -551 -11%
OGC
1298
Oak Grove Capital
New Hampshire
$241K -$31.7K -500 -10%
SAM
1299
SP Asset Management
California
$241K -$6.96K -110 -2%
CB
1300
Cadence Bank
Mississippi
$238K +$17.9K +283 +7%
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