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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1601
Elmwood Wealth Management
California
$115K +$127K +1,910 New
WIM
1602
Westside Investment Management
California
$114K +$55.2K +830 +8%
GI
1603
Gradient Investments
Minnesota
$114K +$59.2K +891 +89%
FMTCOCP
1604
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K – – –
CHA
1605
Carmichael Hill & Associates
Maryland
$112K +$465 +7 +0.4%
FFWM
1606
Future Financial Wealth Management
Ohio
$112K +$118K +1,775 New
FPS
1607
Fieldpoint Private Securities
Connecticut
$109K +$25.9K +390 +28%
GWS
1608
Glassman Wealth Services
Virginia
$107K +$7.12K +107 +6%
FMP
1609
Financial Management Professionals
Texas
$105K -$10.1K -152 -8%
FCFS
1610
First Command Financial Services
Texas
$103K -$41.6K -625 -27%
GAM
1611
Gemmer Asset Management
California
$101K +$1.06K +16 +1%
SQA
1612
Simon Quick Advisors
New Jersey
$100K -$670K -10,070 -86%
CFG
1613
CKW Financial Group
Hawaii
$100K – – –
PP
1614
PFS Partners
New Jersey
$98.3K +$108K +1,628 New
C
1615
Covestor
United Kingdom
$95K +$105K +1,577 New
LFG
1616
Larson Financial Group
Missouri
$94K +$5.45K +82 +6%
WB
1617
Webster Bank
Connecticut
$92K – – –
JAM
1618
JCIC Asset Management
Ontario, Canada
$89K – – –
FA
1619
Financial Avengers
California
$85K -$13.6K -204 -13%
PFSC
1620
Peoples Financial Services Corp
Pennsylvania
$84K -$6.65K -100 -7%
DSC
1621
Duncker Streett & Co
Missouri
$83K -$23.1K -347 -20%
AW
1622
Avion Wealth
Texas
$82K +$731 +11 +0.8%
CWA
1623
Clearview Wealth Advisors
Oregon
$80K -$6.25K -94 -7%
TFGT
1624
TS Financial Group (TSFG)
Illinois
$80K +$199 +3 +0.2%
MWC
1625
MBM Wealth Consultants
Missouri
$78K -$332K -4,997 -79%
63 64
65
66 67