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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1401
FinTrust Capital Advisors
South Carolina
$105K +$128K +2,020 New
JA
1402
JOYN Advisors
Georgia
$104K -$286K -4,516 -69%
MWA
1403
Meridian Wealth Advisors
Texas
$104K +$127K +2,007 New
BFC
1404
Bedel Financial Consulting
Indiana
$103K – – –
AWM
1405
AllSquare Wealth Management
New York
$102K -$98.3K -1,553 -44%
EWM
1406
Edge Wealth Management
New York
$101K -$912K -14,403 -88%
SIAS
1407
Shine Investment Advisory Services
Colorado
$100K – – –
PG
1408
Patten Group
Tennessee
$98K -$192K -3,040 -62%
CAGAS
1409
Capital Advisory Group Advisory Services
Minnesota
$96K -$685K -10,813 -86%
VRM
1410
Vectors Research Management
New York
$96K +$30.3K +479 +35%
MFW
1411
Mosaic Family Wealth
Missouri
$94K -$14.9K -236 -12%
BWA
1412
BDO Wealth Advisors
Florida
$94K +$127 +2 +0.1%
MS
1413
Mizuho Securities
Japan
$94K +$114K +1,800 New
FMII
1414
Farmers & Merchants Investments Inc
Nebraska
$93K -$6.08K -96 -5%
VLKIM
1415
Van Lanschot Kempen Investment Management
Netherlands
$92K – – –
EFSCE
1416
Enterprise Financial Services Corp (EFSC)
Missouri
$91K -$6.78K -107 -6%
VNA
1417
Valley National Advisers
Pennsylvania
$85K +$7.41K +117 +8%
GAM
1418
Gemmer Asset Management
California
$84K -$1.39K -22 -1%
BWM
1419
Baystate Wealth Management
Massachusetts
$84K +$66.7K +1,053 +377%
IFAM
1420
Institutional & Family Asset Management
Colorado
$83K -$27.9K -440 -22%
WAP
1421
Wealthcare Advisory Partners
Pennsylvania
$83K -$9.5K -150 -9%
MCM
1422
MV Capital Management
Maryland
$82K -$7.72K -122 -7%
BDWM
1423
Brewin Dolphin Wealth Management
Ireland
$81.9K – – –
AF
1424
Arrow Financial
New York
$81K +$3.93K +62 +4%
FLI
1425
Family Legacy Inc
South Carolina
$80K +$75.5K +1,193 +342%
55 56
57
58 59