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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1301
Hartford Financial Management
Connecticut
$334K – – –
AWA
1302
Arkadios Wealth Advisors
Georgia
$332K -$86.4K -1,236 -21%
CDH
1303
Charles D. Hyman
$331K +$11K +158 +3%
VF
1304
Virtu Financial
New York
$331K +$17.2K +246 +6%
CMTU
1305
Capital Markets Trading (UK)
United Kingdom
$331K +$324K +4,629 New
KWA
1306
KCS Wealth Advisory
California
$330K -$534K -7,645 -62%
PFPT
1307
Pinnacle Financial Partners (Tennessee)
Tennessee
$329K – – –
SCG
1308
Sonata Capital Group
Washington
$329K – – –
SGI
1309
Summit Global Investments
Utah
$328K – – –
BCP
1310
Berkeley Capital Partners
Georgia
$328K +$2.31K +33 +0.7%
FLI
1311
Family Legacy Inc
South Carolina
$325K +$314K +4,491 New
AIA
1312
Allied Investment Advisors
Montana
$322K – – –
NP
1313
NorthRock Partners
Minnesota
$321K +$320K +4,578 New
GA
1314
Geller Advisors
New York
$320K -$149K -2,134 -32%
JF
1315
Jump Financial
Illinois
$320K -$135K -1,927 -30%
WCM
1316
Whitener Capital Management
North Carolina
$318K +$16.8K +240 +5%
BA
1317
Bridgewater Advisors
New York
$317K -$1.4K -20 -0.4%
WCM
1318
Weik Capital Management
Pennsylvania
$317K – – –
GI
1319
GS Investments
Minnesota
$316K +$314K +4,499 New
MCM
1320
Manchester Capital Management
Vermont
$315K -$1.4K -20 -0.4%
AFM
1321
Abbot Financial Management
Massachusetts
$315K – – –
CBT
1322
CoreFirst Bank & Trust
Kansas
$315K – – –
RIM
1323
Redwood Investment Management
Arizona
$314K +$313K +4,477 New
PAMP
1324
Polar Asset Management Partners
Ontario, Canada
$313K -$145K -2,079 -32%
ISWM
1325
Independent Solutions Wealth Management
New York
$312K +$2.87K +41 +0.9%
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