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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1326
Shelton Wealth Management
Texas
$336K +$370K +5,563 New
DP
1327
DDD Partners
Washington
$334K +$368K +5,533 New
BDWM
1328
Brewin Dolphin Wealth Management
Ireland
$333K – – –
WG
1329
Welch Group
Alabama
$332K -$598 -9 -0.2%
IWA
1330
Intercontinental Wealth Advisors
Texas
$332K +$41.2K +620 +13%
ACM
1331
Aquatic Capital Management
Illinois
$332K +$366K +5,500 New
ET
1332
Equitable Trust
Tennessee
$331K +$3.99K +60 +1%
EW
1333
Evoke Wealth
California
$331K +$44.9K +675 +14%
HT
1334
HighTower Trust
Texas
$331K +$364K +5,477 New
IF
1335
Integrity Financial
Wyoming
$331K +$365K +5,483 New
JWM
1336
Jeppson Wealth Management
California
$330K +$1.6K +24 +0.4%
SAMT
1337
Select Asset Management & Trust
Pennsylvania
$329K – – –
RIM
1338
Reliant Investment Management
Tennessee
$327K – – –
BAM
1339
Brave Asset Management
New Jersey
$325K -$2.93K -44 -0.8%
CAG
1340
Csenge Advisory Group
Florida
$325K +$22.9K +345 +8%
WDC
1341
Woodward Diversified Capital
California
$324K -$42.6K -640 -11%
EHWM
1342
Eads & Heald Wealth Management
Georgia
$322K +$90.8K +1,365 +34%
MWM
1343
Mission Wealth Management
California
$321K -$102K -1,534 -22%
AA
1344
Apriem Advisors
California
$321K -$33.2K -499 -9%
1SB
1345
1ST Source Bank
Indiana
$321K +$6.78K +102 +2%
MCM
1346
Manchester Capital Management
Vermont
$321K +$55.4K +833 +19%
LDFR
1347
Lehman & Derafelo Financial Resources
Pennsylvania
$320K -$24.8K -373 -7%
IAIM
1348
Industrial Alliance Investment Management
Quebec, Canada
$320K +$353K +5,305 New
NDSI
1349
Newman Dignan & Sheerar Inc
Rhode Island
$319K -$6.58K -99 -2%
GWCM
1350
Godshalk Welsh Capital Management
Pennsylvania
$319K – – –