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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K -$549K -11,563 -88%
AIC
1402
Ayalon Insurance Company
Israel
$77K – – –
BWM
1403
BerganKDV Wealth Management
Minnesota
$76K -$6.07K -128 -8%
JPLA
1404
Joseph P. Lucia & Associates
New York
$76K +$47 +1 +0.1%
BFIM
1405
Beese Fulmer Investment Management
Ohio
$76K +$70.8K +1,493 New
FMII
1406
Farmers & Merchants Investments Inc
Nebraska
$75K +$712 +15 +1%
AWM
1407
AllSquare Wealth Management
New York
$75K +$33.2K +700 +91%
LFG
1408
Larson Financial Group
Missouri
$75K +$33.4K +705 +93%
HI
1409
Hoey Investments
Pennsylvania
$72K +$66.4K +1,400 New
1W
1410
1776 Wealth
Georgia
$71K – – –
FMP
1411
Financial Management Professionals
Texas
$71K +$65.6K +1,382 New
IF
1412
Ironwood Financial
Arizona
$68K – – –
SLF
1413
Sun Life Financial
Ontario, Canada
$67K +$1.66K +35 +3%
JWA
1414
JFS Wealth Advisors
Pennsylvania
$67K +$2.04K +43 +3%
FNBOSM
1415
First National Bank of South Miami
Florida
$66K -$8.54K -180 -12%
SBL
1416
Sargent Bickham Lagudis
Colorado
$66K +$35.3K +744 +136%
SAM
1417
S.A. Mason
Michigan
$65K – – –
PMFA
1418
Plante Moran Financial Advisors
Michigan
$65K +$22.5K +474 +60%
CAL
1419
Capital Advisors Ltd
Ohio
$64K -$8.4K -177 -12%
KWM
1420
Keebeck Wealth Management
Illinois
$64K +$59.5K +1,255 New
AW
1421
Avion Wealth
Texas
$63K +$617 +13 +1%
FANJ
1422
Financial Architects (New Jersey)
New Jersey
$62K -$4.65K -98 -8%
BWM
1423
Baystate Wealth Management
Massachusetts
$62K +$2.09K +44 +4%
EFSCE
1424
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$4.08K -86 -7%
WPA
1425
West Paces Advisors
Georgia
$60.2K – – –
55 56
57
58 59