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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1426
Pathstone Family Office
New Jersey
$95K +$77.1K +1,517 +6,068%
JWA
1427
JFS Wealth Advisors
Pennsylvania
$94K +$10.4K +204 +15%
FMP
1428
Financial Management Professionals
Texas
$89K +$5.18K +102 +8%
DSC
1429
Duncker Streett & Co
Missouri
$87K +$12.9K +253 +22%
CWA
1430
Clearview Wealth Advisors
Oregon
$87K +$71.5K +1,407 New
IF
1431
Ironwood Financial
Arizona
$82K – – –
RFA
1432
Reilly Financial Advisors
California
$80K +$23.4K +461 +55%
AW
1433
Avion Wealth
Texas
$78K +$610 +12 +1%
SLF
1434
Sun Life Financial
Ontario, Canada
$76K -$610 -12 -1%
BWM
1435
Baystate Wealth Management
Massachusetts
$76K -$407 -8 -0.6%
SAM
1436
S.A. Mason
Michigan
$74K -$2.95K -58 -5%
EFSCE
1437
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$1.02K -20 -2%
AA
1438
Addison Advisors
Vermont
$74K +$61.3K +1,205 New
FPS
1439
Fieldpoint Private Securities
Connecticut
$73K +$60K +1,180 New
WWM
1440
Wolff Wiese Magana
California
$73K +$60.4K +1,189 New
FNBOSM
1441
First National Bank of South Miami
Florida
$72K -$23.5K -463 -28%
AWM
1442
Avior Wealth Management
Nebraska
$72K +$4.78K +94 +9%
TFGT
1443
TS Financial Group (TSFG)
Illinois
$70K -$407 -8 -0.7%
DOA
1444
D'Orazio & Associates
Virginia
$70K +$26.7K +526 +85%
FMII
1445
Farmers & Merchants Investments Inc
Nebraska
$69K – – –
JAM
1446
JCIC Asset Management
Ontario, Canada
$69K +$43K +845 +307%
CFFP
1447
Center for Financial Planning
Michigan
$68K – – –
GSAM
1448
Grant Street Asset Management
Pennsylvania
$68K +$56.3K +1,107 New
NFSG
1449
Newbridge Financial Services Group
Florida
$66K -$42.5K -836 -44%
TWA
1450
TCI Wealth Advisors
Arizona
$66K +$712 +14 +1%
56 57
58
59 60