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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1326
Avior Wealth Management
Nebraska
$135K +$37K +753 +35%
LWCFA
1327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K – – –
GM
1328
GeoWealth Management
Illinois
$131K +$136K +2,780 New
WBC
1329
West Branch Capital
Massachusetts
$125K +$13.7K +280 +12%
QL
1330
Quarry LP
New York
$125K -$28.8K -587 -18%
HIA
1331
Harbor Investment Advisory
Maryland
$124K -$2.4K -49 -2%
WTA
1332
Washington Trust Advisors
Massachusetts
$123K -$6.08K -124 -5%
GWS
1333
Glassman Wealth Services
Virginia
$119K +$28.6K +583 +30%
IUHSA
1334
Itau Unibanco Holding S.A.
Brazil
$118K +$124K +2,523 New
TWA
1335
TCI Wealth Advisors
Arizona
$118K +$54.9K +1,118 +80%
GG
1336
Gleason Group
Kentucky
$111K -$4.61K -94 -4%
WT
1337
Washington Trust
Rhode Island
$111K +$6.13K +125 +6%
AAP
1338
Arax Advisory Partners
Colorado
$111K -$2.55K -52 -2%
JWA
1339
JFS Wealth Advisors
Pennsylvania
$110K -$9.18K -187 -7%
AIM
1340
Acropolis Investment Management
Missouri
$109K +$98 +2 +0.1%
CWA
1341
Clearview Wealth Advisors
Oregon
$108K +$442 +9 +0.4%
BC
1342
Belmont Capital
California
$107K – – –
WSCM
1343
Wellington Shields Capital Management
New York
$106K -$228K -4,653 -67%
LS
1344
Livforsakringsbolaget Skandia
Sweden
$105K – – –
BDS
1345
Banco de Sabadell
Florida
$101K +$46.1K +940 +76%
PPWM
1346
PFG Private Wealth Management
Florida
$95.2K -$2.26K -46 -2%
PWMG
1347
Prestige Wealth Management Group
New Jersey
$94.7K +$4.86K +99 +5%
UID
1348
Union Investments & Development
Israel
$93.8K – – –
WC
1349
Winmill & Co
New Hampshire
$93.8K – – –
OC
1350
Oakworth Capital
Alabama
$93.4K -$14.7K -300 -13%
52 53
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