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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1401
Beese Fulmer Investment Management
Ohio
$76K +$70.8K +1,493 New
FMII
1402
Farmers & Merchants Investments Inc
Nebraska
$75K +$712 +15 +1%
AWM
1403
AllSquare Wealth Management
New York
$75K +$33.2K +700 +91%
LFG
1404
Larson Financial Group
Missouri
$75K +$33.4K +705 +93%
HI
1405
Hoey Investments
Pennsylvania
$72K +$66.4K +1,400 New
1W
1406
1776 Wealth
Georgia
$71K – – –
FMP
1407
Financial Management Professionals
Texas
$71K +$65.6K +1,382 New
IF
1408
Ironwood Financial
Arizona
$68K – – –
SLF
1409
Sun Life Financial
Ontario, Canada
$67K +$1.66K +35 +3%
JWA
1410
JFS Wealth Advisors
Pennsylvania
$67K +$2.04K +43 +3%
FNBOSM
1411
First National Bank of South Miami
Florida
$66K -$8.54K -180 -12%
SBL
1412
Sargent Bickham Lagudis
Colorado
$66K +$35.3K +744 +136%
SAM
1413
S.A. Mason
Michigan
$65K – – –
PMFA
1414
Plante Moran Financial Advisors
Michigan
$65K +$22.5K +474 +60%
CAL
1415
Capital Advisors Ltd
Ohio
$64K -$8.4K -177 -12%
KWM
1416
Keebeck Wealth Management
Illinois
$64K +$59.5K +1,255 New
AW
1417
Avion Wealth
Texas
$63K +$617 +13 +1%
FANJ
1418
Financial Architects (New Jersey)
New Jersey
$62K -$4.65K -98 -8%
BWM
1419
Baystate Wealth Management
Massachusetts
$62K +$2.09K +44 +4%
EFSCE
1420
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$4.08K -86 -7%
WPA
1421
West Paces Advisors
Georgia
$60.2K – – –
BG
1422
Bollard Group
Massachusetts
$60K +$190 +4 +0.3%
RWA
1423
Ropes Wealth Advisors
Massachusetts
$60K +$1.04K +22 +2%
NIMC
1424
NWQ Investment Management Company
California
$58.6K -$4.21M -88,759 -7%
EWM
1425
Elmwood Wealth Management
California
$58K -$741K -15,621 -93%
55 56
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