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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1351
Affinity Investment Advisors
California
$804K +$1.02K +9 +0.1%
FPB
1352
First PREMIER Bank
South Dakota
$803K -$12K -105 -1%
SS
1353
Sunbelt Securities
Texas
$799K -$10.5K -92 -1%
CCA
1354
Coign Capital Advisors
Utah
$799K +$47.6K +418 +6%
WSFS
1355
Wilmington Savings Fund Society
Delaware
$794K -$62.9K -552 -7%
TWPM
1356
Total Wealth Planning & Management
Florida
$793K -$116K -1,016 -13%
1M
1357
1248 Management
Missouri
$791K – – –
CG
1358
CFO4Life Group
Texas
$791K -$39.6K -348 -5%
CIA
1359
Cohen Investment Advisors
New Hampshire
$790K -$114 -1 -0%
A
1360
Argentarii
Ohio
$790K +$122K +1,070 +18%
SP
1361
SWS Partners
Ohio
$789K – – –
PCM
1362
Permanent Capital Management
Illinois
$788K -$454K -3,988 -39%
HH
1363
Hilltop Holdings
Texas
$780K -$1.1M -9,690 -58%
EFG
1364
Embree Financial Group
Illinois
$776K +$266K +2,333 +52%
CS
1365
Capital Square
Tennessee
$776K -$60.4K -530 -8%
EWM
1366
Elmwood Wealth Management
California
$773K -$2.85K -25 -0.4%
BLC
1367
Brown, Lisle/Cummings
Rhode Island
$768K +$10.2K +90 +1%
PWMA
1368
Pension & Wealth Management Advisors
Massachusetts
$766K – – –
MSA
1369
Marino Stram & Associates
Massachusetts
$765K +$228 +2 +0%
IAN
1370
Integrated Advisors Network
Texas
$763K -$2.07M -18,135 -73%
GTAM
1371
Global Trust Asset Management
Florida
$763K -$52.4K -460 -6%
WMA
1372
Wealth Management Associates
New Jersey
$762K +$99.6K +875 +15%
UB
1373
Umpqua Bank
Oregon
$761K -$9.34K -82 -1%
FA
1374
Fiducient Advisors
Illinois
$760K – – –
SSG
1375
Summit Securities Group
New York
$758K -$10.7M -93,871 -93%
53 54
55
56 57