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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1751
Windsor Wealth Management
Indiana
– -$236K -2,958 Closed
NCM
1752
Noesis Capital Mangement
Florida
– -$236K -2,954 Closed
EWM
1753
Empirical Wealth Management
Washington
– -$235K -2,945 Closed
TCM
1754
Teza Capital Management
Illinois
– -$233K -2,917 Closed
IA
1755
Independence Advisors
Pennsylvania
– -$231K -2,889 Closed
DIM
1756
Delta Investment Management
California
– -$230K -2,888 Closed
RCA
1757
Resonant Capital Advisors
Wisconsin
– -$231K -2,887 Closed
FBFS
1758
First Business Financial Services
Wisconsin
– -$230K -2,883 Closed
KL
1759
KWMG LLC
Kansas
– -$230K -2,879 Closed
ESB
1760
Essex Savings Bank
Connecticut
– -$226K -2,824 Closed
MA
1761
Montag & Associates
Georgia
– -$225K -2,818 Closed
CWC
1762
Carolinas Wealth Consulting
North Carolina
– -$220K -2,800 Closed
BWFA
1763
Baltimore-Washington Financial Advisors
Maryland
– -$222K -2,785 Closed
RWA
1764
River Wealth Advisors
Pennsylvania
– -$222K -2,782 Closed
FMTC
1765
Farmers & Merchants Trust Company
California
– -$222K -2,776 Closed
HKAM
1766
Horizon Kinetics Asset Management
New York
– -$221K -2,767 Closed
BBA
1767
BLB&B Advisors
Pennsylvania
– -$221K -2,766 Closed
SW
1768
SkyOak Wealth
Michigan
– -$219K -2,743 Closed
LDB
1769
Lee, Danner & Bass
Tennessee
– -$217K -2,717 Closed
PWLP
1770
Prio Wealth Limited Partnership
Massachusetts
– -$215K -2,697 Closed
FFG
1771
Frisch Financial Group
New York
– -$214K -2,678 Closed
BWM
1772
BigSur Wealth Management
Florida
– -$213K -2,670 Closed
SIA
1773
Starfire Investment Advisers
Michigan
– -$213K -2,668 Closed
CCG
1774
Cypress Capital Group
Florida
– -$213K -2,667 Closed
PGWM
1775
Parisi Gray Wealth Management
New Jersey
– -$213K -2,661 Closed
69 70
71
72 73