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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1001
Signature Wealth Management Group
Georgia
$519K +$227K +3,378 +38%
AOWM
1002
Alpha Omega Wealth Management
Virginia
$518K -$12.3K -183 -1%
DLG
1003
Daniel L. Goodwin
$518K – – –
FBC
1004
Fairfield, Bush & Co
Connecticut
$518K +$826K +12,300 New
KPW
1005
Kore Private Wealth
New York
$516K +$552K +8,217 +204%
AT
1006
Arden Trust
Delaware
$515K +$28.4K +423 +4%
HCM
1007
Hodges Capital Management
Texas
$510K -$194K -2,894 -19%
NAM
1008
North American Management
Massachusetts
$510K – – –
9WM
1009
9258 Wealth Management
Ohio
$507K +$5.5K +82 +0.8%
CP
1010
Camelot Portfolios
Ohio
$507K +$209K +3,116 +35%
SA
1011
Springowl Associates
New York
$505K -$235K -3,500 -23%
AHB
1012
Abner Herrman & Brock
New Jersey
$502K -$257K -3,822 -24%
EP
1013
Elkhorn Partners
Nebraska
$497K -$50.3K -750 -6%
TWP
1014
Tempus Wealth Planning
California
$494K +$472K +7,032 +150%
DC
1015
Derby & Company
Massachusetts
$492K +$13K +193 +2%
SFM
1016
Signet Financial Management
New Jersey
$491K -$82.1K -1,223 -10%
BCM
1017
Boltwood Capital Management
California
$491K -$10.7K -160 -1%
PPSG
1018
Princeton Portfolio Strategies Group
New Jersey
$491K +$31.9K +475 +4%
ACI
1019
Alpha Cubed Investments
California
$489K -$21.4K -319 -3%
IC
1020
Intersect Capital
California
$487K +$277K +4,134 +56%
GA
1021
GFS Advisors
Texas
$485K -$180K -2,680 -19%
DCM
1022
Dimension Capital Management
Florida
$480K -$34.6K -515 -4%
LSAG
1023
Lake Street Advisors Group
New Hampshire
$479K -$48.3K -720 -6%
MCM
1024
Makena Capital Management
California
$478K +$762K +11,355 New
AIA
1025
Avalon Investment & Advisory
Texas
$476K +$234K +3,480 +45%
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