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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1376
WealthBridge Capital Management
Ohio
$226K -$27.3K -439 -12%
TTWM
1377
TCV Trust & Wealth Management
Virginia
$226K +$225K +3,629 New
11A
1378
10-15 Associates
New York
$225K +$224K +3,608 New
NIM
1379
NuWave Investment Management
New Jersey
$224K +$218K +3,509 +3,943%
PNC
1380
Park National Corp
Ohio
$220K -$34.7K -558 -14%
CBFP
1381
Cedar Brook Financial Partners
Ohio
$220K -$21.1K -340 -9%
RT
1382
Rockland Trust
Massachusetts
$220K +$219K +3,534 New
AF
1383
Allworth Financial
California
$219K +$170K +2,733 +345%
SCA
1384
Sage Capital Advisors
South Dakota
$218K +$217K +3,500 New
BFO
1385
Biltmore Family Office
North Carolina
$218K +$217K +3,501 New
VIA
1386
Vident Investment Advisory
Georgia
$217K -$515K -8,286 -70%
DTL
1387
Dynamic Technology Lab
Singapore
$215K -$1.94M -31,307 -90%
TF
1388
Tompkins Financial
New York
$214K – – –
PB
1389
Pinnacle Bancorp
Nebraska
$213K – – –
FNT
1390
First National Trust
Pennsylvania
$211K -$45.1K -727 -18%
GAM
1391
Griffin Asset Management
New York
$211K +$210K +3,386 New
RMAM
1392
Raab & Moskowitz Asset Management
New Jersey
$210K +$210K +3,385 New
CWM
1393
Confluence Wealth Management
Oregon
$209K -$178K -2,873 -46%
SIAP
1394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K – – –
PPP
1395
Private Portfolio Partners
New Jersey
$208K -$194K -3,122 -48%
KA
1396
Kovack Advisors
Florida
$207K -$162K -2,614 -44%
BCA
1397
Berman Capital Advisors
Georgia
$207K +$63.6K +1,024 +44%
GVAG
1398
Great Valley Advisor Group
Delaware
$205K -$116K -1,865 -36%
PFBT
1399
Parkside Financial Bank & Trust
Missouri
$205K +$33.8K +545 +20%
HPWM
1400
Highland Private Wealth Management
Washington
$205K +$205K +3,303 New
54 55
56
57 58