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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1351
Focus Financial Network
Minnesota
$827K -$24.6K -237 -3%
WFI
1352
West Family Investments
California
$827K -$304K -2,931 -29%
AIA
1353
Affinity Investment Advisors
California
$827K -$94.4K -909 -11%
DE
1354
Diversified Enterprises
Delaware
$819K +$364K +3,505 +100%
HIA
1355
Harbor Investment Advisory
Maryland
$818K +$438K +4,216 +151%
1M
1356
1248 Management
Missouri
$814K – – –
CIA
1357
Cohen Investment Advisors
New Hampshire
$813K -$10.6K -102 -1%
SP
1358
SWS Partners
Ohio
$812K -$10.1K -97 -1%
UFF
1359
USA Financial Formulas
Michigan
$812K -$588K -5,660 -45%
TFA
1360
Transamerica Financial Advisors
Florida
$807K +$55.4K +533 +8%
ML
1361
MLP3 LLC
New Jersey
$807K +$718K +6,915 New
ARC
1362
Advisor Resource Council
Texas
$807K +$721K +6,939 New
SIC
1363
SJS Investment Consulting
Ohio
$805K +$92.9K +895 +15%
MBT
1364
Montecito Bank & Trust
California
$803K +$10.7K +103 +2%
MWM
1365
Modera Wealth Management
New Jersey
$802K +$17.1K +165 +2%
NLP
1366
Next Level Private
New York
$801K -$1.87K -18 -0.3%
ALAM
1367
Asahi Life Asset Management
Japan
$800K -$1.56K -15 -0.2%
EWM
1368
Elmwood Wealth Management
California
$799K +$8.83K +85 +1%
CT
1369
Colonial Trust
South Carolina
$798K -$3.32K -32 -0.5%
UB
1370
Umpqua Bank
Oregon
$793K -$88.9K -856 -11%
LWCFA
1371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$791K – – –
GWM
1372
Geneos Wealth Management
Colorado
$788K +$100K +964 +17%
PWMA
1373
Pension & Wealth Management Advisors
Massachusetts
$788K +$701K +6,750 New
MSA
1374
Marino Stram & Associates
Massachusetts
$787K -$1.35K -13 -0.2%
NP
1375
Nilsine Partners
Colorado
$786K +$82.5K +794 +13%
53 54
55
56 57