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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
BigSur Wealth Management
Florida
$213K +$197K +2,670 New
BRC
1502
Bell Rock Capital
Delaware
$212K +$15.6K +211 +9%
FNC
1503
First National Corp
Massachusetts
$212K +$196K +2,648 New
SWM
1504
Sugarloaf Wealth Management
Georgia
$212K +$196K +2,652 New
SIA
1505
Soltis Investment Advisors
Utah
$212K +$196K +2,656 New
CA
1506
Claro Advisors
Massachusetts
$211K +$195K +2,636 New
CWM
1507
Confluence Wealth Management
Oregon
$211K +$195K +2,637 New
BA
1508
Bristlecone Advisors
Washington
$210K +$194K +2,623 New
ACA
1509
Affinity Capital Advisors
California
$210K +$194K +2,631 New
SWK
1510
Stephen W. Kidder
$208K +$192K +2,600 New
MPCG
1511
Matrix Private Capital Group
New York
$208K +$193K +2,606 New
BL
1512
Balentine LLC
Georgia
$207K +$152K +2,054 +386%
DMC
1513
Drexel Morgan & Co
Pennsylvania
$207K +$191K +2,585 New
AAM
1514
AR Asset Management
California
$206K +$190K +2,576 New
LC
1515
Lavaca Capital
Texas
$205K +$190K +2,569 New
BA
1516
Birinyi Associates
Connecticut
$204K +$188K +2,550 New
FANJ
1517
Financial Architects (New Jersey)
New Jersey
$203K +$68.4K +926 +57%
HTC
1518
Haverford Trust Company
Pennsylvania
$202K +$186K +2,524 New
TWA
1519
TCI Wealth Advisors
Arizona
$200K +$58.3K +789 +46%
SCM
1520
Silvant Capital Management
Georgia
$191K – – –
BFC
1521
Bedel Financial Consulting
Indiana
$164K +$5.91K +80 +4%
EWM
1522
Edge Wealth Management
New York
$162K -$734K -9,934 -83%
EIP
1523
Ellis Investment Partners
Pennsylvania
$160K +$961 +13 +0.7%
PAI
1524
Pittenger & Anderson Inc
Nebraska
$160K +$148K +2,000 New
PFSC
1525
Peoples Financial Services Corp
Pennsylvania
$159K -$13.4K -181 -8%
59 60
61
62 63