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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1401
Catalyst Funds Management
Australia
$240K +$211K +3,800 New
SMA
1402
Seven Mile Advisory
New Jersey
$240K -$252K -4,529 -54%
LS
1403
Livforsakringsbolaget Skandia
Sweden
$240K – – –
SP
1404
Stablepoint Partners
Massachusetts
$237K +$209K +3,749 New
AWM
1405
Avaii Wealth Management
Wisconsin
$235K +$207K +3,717 New
AIA
1406
Angeles Investment Advisors
California
$235K +$207K +3,713 New
PCFFS
1407
Pacific Center for Financial Services
California
$234K – – –
CWM
1408
Calamos Wealth Management
Illinois
$232K -$56.5K -1,016 -22%
MSG
1409
Main Street Group
Virginia
$231K +$102K +1,828 +100%
RFA
1410
Resurgent Financial Advisors
Georgia
$230K -$84.5K -1,518 -29%
PBO
1411
Peoples Bank (Ohio)
Ohio
$230K +$202K +3,635 New
IAG
1412
Investmark Advisory Group
Connecticut
$229K +$202K +3,623 New
VDI
1413
Vaughan David Investments
Illinois
$229K +$202K +3,625 New
WF
1414
Wayfinding Financial
Washington
$228K +$203K +3,647 New
AIA
1415
Allied Investment Advisors
Montana
$227K +$199K +3,585 New
HCM
1416
Highlander Capital Management
New Jersey
$227K – – –
BG
1417
Bahl & Gaynor
Ohio
$227K +$199K +3,584 New
JIC
1418
Joel Isaacson & Co
New York
$226K +$199K +3,582 New
NC
1419
Napatree Capital
Rhode Island
$226K -$95.9K -1,724 -32%
CWS
1420
Confluence Wealth Services
Pennsylvania
$225K +$198K +3,564 New
WANY
1421
Wealthspire Advisors (New York)
New York
$223K -$48.6K -873 -20%
LA
1422
Legacy Advisors
Pennsylvania
$222K +$195K +3,513 New
KFI
1423
Key Financial Inc
Pennsylvania
$222K -$779 -14 -0.4%
AOI
1424
Auto-Owners Insurance
Michigan
$221K +$195K +3,500 New
A
1425
AJOVista
Massachusetts
$221K – – –
55 56
57
58 59