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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1401
Logan Capital Management
Pennsylvania
$203K +$202K +3,255 New
SDWMA
1402
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K -$143K -2,300 -41%
ACM
1403
AlphaStar Capital Management
North Carolina
$201K -$39.6K -637 -16%
WP
1404
WMS Partners
Maryland
$200K -$102K -1,643 -34%
AIM
1405
Advantage Investment Management
Iowa
$200K +$36.1K +582 +22%
AWM
1406
AllSquare Wealth Management
New York
$197K +$74.5K +1,200 +61%
AIC
1407
Ameritas Investment Company
Nebraska
$195K +$195K +3,133 New
DBT
1408
Dubuque Bank & Trust
Iowa
$188K -$47.6K -767 -20%
SCM
1409
Silvant Capital Management
Georgia
$181K +$33.8K +545 +23%
SWA
1410
Sutton Wealth Advisors
Florida
$179K +$1.74K +28 +1%
RTC
1411
Riverview Trust Company
Washington
$174K – – –
FCA
1412
FinTrust Capital Advisors
South Carolina
$173K +$46.5K +749 +37%
LWCFA
1413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K -$15.1K -243 -8%
FC
1414
Ferris Capital
Massachusetts
$163K – – –
FNC
1415
First National Corp
Massachusetts
$162K -$11.5K -185 -7%
LC
1416
Lavaca Capital
Texas
$160K – – –
PCM
1417
Penserra Capital Management
California
$150K -$4.29K -69 -3%
NCM
1418
Nelson Capital Management
California
$150K +$8.26K +133 +6%
CBT
1419
Capital Bank & Trust
California
$139K -$97.9K -1,577 -41%
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$137K – – –
EWM
1421
Edge Wealth Management
New York
$134K +$12.4K +200 +10%
SBL
1422
Sargent Bickham Lagudis
Colorado
$130K -$29.6K -476 -19%
SIAS
1423
Shine Investment Advisory Services
Colorado
$124K +$4.66K +75 +4%
BFC
1424
Bedel Financial Consulting
Indiana
$123K – – –
TWA
1425
TCI Wealth Advisors
Arizona
$122K -$52.1K -839 -30%
55 56
57
58 59