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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1301
Enterprise Financial Services Corp (EFSC)
Missouri
$333K -$5.69K -77 -2%
KWMG
1302
King Wealth Management Group
Florida
$332K +$330K +4,467 New
SMFS
1303
Squar Milner Financial Services
California
$331K +$306K +4,138 New
HCA
1304
Harbour Capital Advisors
Virginia
$330K -$37K -500 -10%
HHGA
1305
Halbert Hargrove Global Advisors
California
$330K -$8.73K -118 -3%
RWP
1306
RWA Wealth Partners
Massachusetts
$330K +$105K +1,421 +47%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$329K +$327K +4,424 New
HCA
1308
Heck Capital Advisors
Wisconsin
$328K +$82.7K +1,119 +34%
BBI
1309
Baxter Bros Inc
Connecticut
$327K -$38.1K -515 -10%
FPCP
1310
Fort Point Capital Partners
California
$324K +$322K +4,350 New
SCM
1311
Sterling Capital Management
North Carolina
$323K -$422K -5,700 -57%
CAM
1312
Claret Asset Management
Quebec, Canada
$322K +$320K +4,325 New
NERM
1313
New England Research & Management
Illinois
$321K +$319K +4,320 New
SCA
1314
Sage Capital Advisors
South Dakota
$320K – – –
VWA
1315
V Wealth Advisors
Kansas
$315K +$69.7K +942 +29%
PCA
1316
Personal Capital Advisors
California
$314K +$312K +4,220 New
BMC
1317
Beaton Management Company
Massachusetts
$313K +$7.39K +100 +2%
HB
1318
Homrich & Berg
Georgia
$312K +$43.2K +584 +16%
GEA
1319
Glen Eagle Advisors
New Jersey
$311K – – –
11A
1320
10-15 Associates
New York
$311K -$21.7K -293 -7%
MFW
1321
Meristem Family Wealth
Minnesota
$309K +$22.2K +300 +8%
BHC
1322
Bowen Hanes & Co
Florida
$307K – – –
LCM
1323
Logan Capital Management
Pennsylvania
$307K +$50.8K +687 +20%
BAM
1324
Brave Asset Management
New Jersey
$305K -$296 -4 -0.1%
CPO
1325
Cerity Partners OCIO
New York
$299K -$1.63K -22 -0.5%
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