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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1351
Heritage Wealth Advisors
Virginia
$171K +$137K +2,893 +161%
RWB
1352
RMR Wealth Builders
New Jersey
$171K +$159K +3,352 New
WT
1353
Washington Trust
Rhode Island
$170K -$91.8K -1,934 -36%
PB
1354
Pinnacle Bancorp
Nebraska
$170K +$28.5K +600 +22%
BCWM
1355
Bartlett & Co Wealth Management
Ohio
$162K +$12.2K +258 +9%
BC
1356
Bartlett & Co
Ohio
$162K +$12.2K +258 +9%
VLKIM
1357
Van Lanschot Kempen Investment Management
Netherlands
$162K +$89.7K +1,890 +147%
NIM
1358
NuWave Investment Management
New Jersey
$160K +$150K +3,154 New
SC
1359
Steph & Co
Wisconsin
$158K -$427 -9 -0.3%
PWP
1360
Principle Wealth Partners
Connecticut
$158K +$146K +3,083 New
PWMG
1361
Prestige Wealth Management Group
New Jersey
$151K -$24.7K -521 -15%
O
1362
Ossiam
France
$150K -$278K -5,856 -67%
CT
1363
Caldwell Trust
Florida
$149K -$49.8K -1,050 -26%
EW
1364
Evoke Wealth
California
$147K +$45.3K +954 +50%
SWA
1365
Sutton Wealth Advisors
Florida
$141K -$9.11K -192 -6%
PFGIA
1366
Patriot Financial Group Insurance Agency
Massachusetts
$141K +$5.55K +117 +4%
SWM
1367
Sugarloaf Wealth Management
Georgia
$129K – – –
MHR
1368
Matthew Hamilton Rosenberg
$127K -$7.78K -164 -6%
TAIM
1369
TD Ameritrade Investment Management
Nebraska
$125K -$8.82K -186 -7%
HCM
1370
Highlander Capital Management
New Jersey
$123K – – –
SCM
1371
Silvant Capital Management
Georgia
$122K – – –
SL
1372
Savior LLC
Massachusetts
$116K -$25.7K -542 -19%
EIP
1373
Ellis Investment Partners
Pennsylvania
$115K -$12.1K -255 -10%
CI
1374
CX Institutional
Indiana
$115K +$68.6K +1,445 +178%
FCA
1375
FinTrust Capital Advisors
South Carolina
$113K -$492K -10,370 -82%
53 54
55
56 57