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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1276
Clear Perspective Advisors
Illinois
$421K – – –
RWA
1277
Redhawk Wealth Advisors
Minnesota
$419K +$132K +1,785 +52%
ABC
1278
Associated Banc-Corp
Wisconsin
$418K +$3.69K +50 +1%
RT
1279
Rockland Trust
Massachusetts
$418K +$56K +758 +17%
ST
1280
Smithfield Trust
Pennsylvania
$417K +$52K +704 +16%
TI
1281
Tidal Investments
Wisconsin
$417K +$54.8K +742 +17%
LA
1282
Legacy Advisors
Pennsylvania
$415K +$384K +5,200 New
HWA
1283
Heritage Wealth Advisors
Virginia
$413K +$20.2K +274 +4%
BCWM
1284
Bartlett & Co Wealth Management
Ohio
$409K – – –
CL
1285
Choreo LLC
Illinois
$409K -$48.2K -652 -11%
IWS
1286
Insight Wealth Strategies
California
$409K +$379K +5,124 New
AAP
1287
Arax Advisory Partners
Colorado
$408K -$5.69K -77 -1%
MWP
1288
MYCIO Wealth Partners
Pennsylvania
$407K -$3.55K -48 -0.9%
SP
1289
Successful Portfolios
Florida
$406K -$12.7K -172 -3%
SWP
1290
Strategic Wealth Partners
Ohio
$405K +$179K +2,423 +91%
VFA
1291
Voya Financial Advisors
Connecticut
$403K -$82.8K -1,121 -18%
LFA
1292
Legacy Financial Advisors
Kentucky
$402K -$3.18K -43 -0.8%
HA
1293
Harbor Advisors
Florida
$399K – – –
SCG
1294
Sonata Capital Group
Washington
$397K – – –
TIA
1295
Tiemann Investment Advisors
California
$396K +$3.69K +50 +1%
BW
1296
Bison Wealth
Georgia
$396K +$145K +1,969 +66%
JG
1297
Jefferies Group
New York
$394K -$2.87M -38,815 -89%
BPWA
1298
Beacon Pointe Wealth Advisors
California
$394K -$9.97K -135 -3%
PWM
1299
PBMares Wealth Management
Virginia
$390K +$360K +4,879 New
AFAS
1300
Acorn Financial Advisory Services
Virginia
$390K +$361K +4,888 New
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