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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1301
Claraphi Advisory Network
United States
$340K +$338K +4,574 New
ZB
1302
Zions Bancorporation
Utah
$335K -$9.1K -123 -3%
ECM
1303
Exchange Capital Management
Michigan
$335K +$298K +4,034 +855%
CB
1304
Cadence Bank
Mississippi
$335K +$333K +4,500 New
GI
1305
GS Investments
Minnesota
$335K – – –
EFSCE
1306
Enterprise Financial Services Corp (EFSC)
Missouri
$333K -$5.69K -77 -2%
KWMG
1307
King Wealth Management Group
Florida
$332K +$330K +4,467 New
SMFS
1308
Squar Milner Financial Services
California
$331K +$306K +4,138 New
HCA
1309
Harbour Capital Advisors
Virginia
$330K -$37K -500 -10%
HHGA
1310
Halbert Hargrove Global Advisors
California
$330K -$8.73K -118 -3%
RWP
1311
RWA Wealth Partners
Massachusetts
$330K +$105K +1,421 +47%
QPWM
1312
Quadrant Private Wealth Management
Pennsylvania
$329K +$327K +4,424 New
HCA
1313
Heck Capital Advisors
Wisconsin
$328K +$82.7K +1,119 +34%
BBI
1314
Baxter Bros Inc
Connecticut
$327K -$38.1K -515 -10%
FPCP
1315
Fort Point Capital Partners
California
$324K +$322K +4,350 New
SCM
1316
Sterling Capital Management
North Carolina
$323K -$422K -5,700 -57%
CAM
1317
Claret Asset Management
Quebec, Canada
$322K +$320K +4,325 New
NERM
1318
New England Research & Management
Illinois
$321K +$319K +4,320 New
SCA
1319
Sage Capital Advisors
South Dakota
$320K – – –
VWA
1320
V Wealth Advisors
Kansas
$315K +$69.7K +942 +29%
PCA
1321
Personal Capital Advisors
California
$314K +$312K +4,220 New
BMC
1322
Beaton Management Company
Massachusetts
$313K +$7.39K +100 +2%
HB
1323
Homrich & Berg
Georgia
$312K +$43.2K +584 +16%
GEA
1324
Glen Eagle Advisors
New Jersey
$311K – – –
11A
1325
10-15 Associates
New York
$311K -$21.7K -293 -7%