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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1401
Brewin Dolphin Wealth Management
Ireland
$122K – – –
TWMP
1402
Taylor Wealth Management Partners
Massachusetts
$121K -$2.75K -40 -2%
MSFP
1403
Mark Sheptoff Financial Planning
Connecticut
$120K -$575K -8,357 -82%
CAW
1404
Cornerstone Advisors (Washington)
Washington
$119K +$5.23K +76 +4%
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
$116K +$5.23K +76 +5%
GAM
1406
Gemmer Asset Management
California
$115K – – –
SAS
1407
Stelac Advisory Services
New York
$115K – – –
LA
1408
Legacy Advisors
Pennsylvania
$115K +$92K +1,336 +350%
SCM
1409
Silvant Capital Management
Georgia
$112K +$52.9K +769 +85%
BWA
1410
BDO Wealth Advisors
Florida
$111K +$32K +465 +39%
AIM
1411
Advantage Investment Management
Iowa
$108K -$6.06K -88 -5%
PFA
1412
Pathway Financial Advisors
Vermont
$105K -$34.4K -500 -24%
SC
1413
Sawyer & Company
Massachusetts
$105K – – –
MCM
1414
MV Capital Management
Maryland
$103K +$8.47K +123 +9%
WPA
1415
West Paces Advisors
Georgia
$102K – – –
AF
1416
Arrow Financial
New York
$100K -$497K -7,225 -83%
CFG
1417
CKW Financial Group
Hawaii
$100K – – –
FFC
1418
First Financial Corp
Indiana
$99K -$35.1K -510 -26%
CHC
1419
City Holding Co
West Virginia
$97K -$964 -14 -1%
MFW
1420
Mosaic Family Wealth
Missouri
$97K -$207 -3 -0.2%
LF
1421
Lee Financial
Texas
$95K -$18.1K -263 -16%
GFP
1422
Gryphon Financial Partners
Ohio
$90K -$39.2K -570 -30%
GBBWRPM
1423
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$90K -$5.09K -74 -5%
VNA
1424
Valley National Advisers
Pennsylvania
$90K +$3.31K +48 +4%
WA
1425
WealthTrust-Arizona
Arizona
$89K -$8.88K -129 -9%
55 56
57
58 59