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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1476
Monetary Management Group
Missouri
$229K +$19.3K +261 +10%
ESB
1477
Essex Savings Bank
Connecticut
$226K +$209K +2,824 New
MA
1478
Montag & Associates
Georgia
$225K -$55.4K -750 -21%
HCM
1479
Highlander Capital Management
New Jersey
$224K -$56.5K -765 -21%
ZB
1480
Zions Bancorporation
Utah
$223K -$14.4K -195 -7%
RTC
1481
Riverview Trust Company
Washington
$223K – – –
PCS
1482
Personal CFO Solutions
New Jersey
$223K +$183K +2,479 New
FMTC
1483
Farmers & Merchants Trust Company
California
$222K +$205K +2,776 New
RWA
1484
River Wealth Advisors
Pennsylvania
$222K +$206K +2,782 New
BWFA
1485
Baltimore-Washington Financial Advisors
Maryland
$222K +$206K +2,785 New
BDWM
1486
Brewin Dolphin Wealth Management
Ireland
$222K – – –
BBA
1487
BLB&B Advisors
Pennsylvania
$221K -$29K -392 -12%
HKAM
1488
Horizon Kinetics Asset Management
New York
$221K +$204K +2,767 New
FHC
1489
First Heartland Consultants
Missouri
$220K +$203K +2,748 New
CWC
1490
Carolinas Wealth Consulting
North Carolina
$220K +$207K +2,800 New
VF
1491
Virtu Financial
New York
$219K -$320K -4,331 -61%
PB
1492
Pinnacle Bancorp
Nebraska
$219K -$54.5K -738 -21%
SW
1493
SkyOak Wealth
Michigan
$219K +$203K +2,743 New
LDB
1494
Lee, Danner & Bass
Tennessee
$217K +$201K +2,717 New
PWLP
1495
Prio Wealth Limited Partnership
Massachusetts
$215K +$199K +2,697 New
FFG
1496
Frisch Financial Group
New York
$214K +$198K +2,678 New
PGWM
1497
Parisi Gray Wealth Management
New Jersey
$213K -$94.3K -1,276 -32%
SC
1498
Steph & Co
Wisconsin
$213K +$197K +2,660 New
CCG
1499
Cypress Capital Group
Florida
$213K +$197K +2,667 New
SIA
1500
Starfire Investment Advisers
Michigan
$213K +$197K +2,668 New
58 59
60
61 62