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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1301
Golden State Wealth Management
California
$291K +$290K +4,677 New
MFW
1302
Meristem Family Wealth
Minnesota
$289K +$6.52K +105 +2%
TST
1303
Tech Square Trading
Massachusetts
$288K +$288K +4,632 New
AFM
1304
Abbot Financial Management
Massachusetts
$286K -$9.31K -150 -3%
CB
1305
Cadence Bank
Mississippi
$285K – – –
M
1306
Mirova
France
$284K +$84.5K +1,360 +43%
KF
1307
Krilogy Financial
Missouri
$282K -$111K -1,795 -28%
XWM
1308
Xcel Wealth Management
Florida
$281K -$25.4K -409 -8%
AC
1309
Almitas Capital
California
$280K – – –
NAM
1310
NTV Asset Management
West Virginia
$280K – – –
NAS
1311
Nicolet Advisory Services
Wisconsin
$280K +$279K +4,495 New
GI
1312
GS Investments
Minnesota
$280K – – –
FSA
1313
Fort Sheridan Advisors
Illinois
$276K +$275K +4,428 New
RCAG
1314
Rehmann Capital Advisory Group
Michigan
$273K +$138K +2,228 +103%
CC
1315
Cedar Capital
Illinois
$273K -$3.04K -49 -1%
KJHP
1316
K.J. Harrison & Partners
Ontario, Canada
$268K -$807K -13,000 -75%
BFM
1317
Boothbay Fund Management
New York
$268K -$148K -2,384 -36%
OC
1318
Oakworth Capital
Alabama
$267K – – –
HCA
1319
Heck Capital Advisors
Wisconsin
$264K +$9.87K +159 +4%
BRC
1320
Bell Rock Capital
Delaware
$264K -$253K -4,082 -49%
GEA
1321
Glen Eagle Advisors
New Jersey
$261K +$621 +10 +0.2%
IA
1322
IFP Advisors
Florida
$261K -$1.08M -17,460 -80%
RA
1323
Rational Advisors
New York
$260K -$212K -3,411 -45%
NNP
1324
Nachman Norwood & Parrott
South Carolina
$260K +$186 +3 +0.1%
BBA
1325
BLB&B Advisors
Pennsylvania
$260K +$260K +4,182 New
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