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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1351
Smith Group Asset Management
Texas
$91K -$9.56K -140 -10%
PMFA
1352
Plante Moran Financial Advisors
Michigan
$91K +$9.29K +136 +12%
PWM
1353
Perigon Wealth Management
California
$91K +$28.2K +413 +49%
MIC
1354
MU Investments Company
Japan
$90K -$23.9K -350 -22%
DAM
1355
Delta Asset Management
Tennessee
$90K +$20.5K +300 +32%
PFSC
1356
Peoples Financial Services Corp
Pennsylvania
$89K – – –
CS
1357
Credential Securities
$88.3K +$17.5K +257 +27%
TIM
1358
Tortoise Investment Management
New York
$83K – – –
TCM
1359
Tradewinds Capital Management
Washington
$83K +$179K +2,626 +1,931%
BWA
1360
BDO Wealth Advisors
Florida
$81K -$18.4K -270 -19%
OC
1361
Oakworth Capital
Alabama
$81K – – –
BG
1362
Bollard Group
Massachusetts
$80K +$341 +5 +0.5%
WAP
1363
Wealthcare Advisory Partners
Pennsylvania
$76K +$71.3K +1,044 +104,400%
HI
1364
Hudock Inc
Pennsylvania
$75K +$273 +4 +0.4%
SBL
1365
Sargent Bickham Lagudis
Colorado
$74K +$341 +5 +0.5%
VIA
1366
Vantage Investment Advisors
Pennsylvania
$73K – – –
HCA
1367
Horan Capital Advisors
Ohio
$73K +$68.5K +1,004 New
NC
1368
NewSquare Capital
Pennsylvania
$71K +$43.2K +633 +186%
WIM
1369
Westside Investment Management
California
$70.4K – – –
HR
1370
Howe & Rusling
New York
$67K -$1.84K -27 -3%
M
1371
MOTCO
Texas
$64K +$21.2K +311 +55%
HH
1372
HWG Holdings
Texas
$63K +$54.3K +795 +1,205%
ANBT
1373
American National Bank & Trust
Texas
$62K – – –
BWP
1374
Baldwin Wealth Partners
Massachusetts
$62K +$8.4K +123 +17%
WA
1375
Winfield Associates
Ohio
$61K – – –
53 54
55
56 57