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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1001
Mitchell McLeod Pugh & Williams
Alabama
$617K -$204K -4,291 -26%
LSAG
1002
Lake Street Advisors Group
New Hampshire
$616K +$33.1K +697 +6%
NAM
1003
North American Management
Massachusetts
$614K -$4.65K -98 -0.8%
SA
1004
Springowl Associates
New York
$613K – – –
WQ
1005
Wealth Quarterback
New Jersey
$612K +$361K +7,604 +174%
IBOK
1006
Independence Bank of Kentucky
Kentucky
$607K +$52.7K +1,110 +10%
HAM
1007
Hammer Asset Management
California
$603K -$54.1K -1,140 -9%
TWP
1008
Tempus Wealth Planning
California
$602K +$2.52K +53 +0.5%
DCM
1009
Dimension Capital Management
Florida
$602K +$18.4K +387 +3%
OIA
1010
OneDigital Investment Advisors
Kansas
$599K +$62.1K +1,308 +13%
EP
1011
Elkhorn Partners
Nebraska
$598K -$4.75K -100 -0.8%
CBTWT
1012
Community Bank & Trust (Waco, Texas)
Texas
$597K +$75.5K +1,591 +16%
TP
1013
Truvvo Partners
New York
$594K +$29.5K +622 +6%
PCM
1014
Pointe Capital Management
Michigan
$594K +$551K +11,615 New
WAM
1015
Wakefield Asset Management
Colorado
$594K +$552K +11,624 New
CAG
1016
Csenge Advisory Group
Florida
$592K -$168K -3,534 -23%
PWAP
1017
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$592K – – –
GA
1018
GFS Advisors
Texas
$589K – – –
EI
1019
Ethic Inc
New York
$589K +$48.4K +1,021 +10%
KTA
1020
Keeley-Teton Advisors
Illinois
$585K +$543K +11,449 New
AIC
1021
Archer Investment Corporation
Indiana
$581K +$14.3K +302 +3%
WSTAM
1022
Wilbanks Smith & Thomas Asset Management
Virginia
$581K -$86.4K -1,820 -14%
1WA
1023
180 Wealth Advisors
Washington
$581K -$19.7K -416 -3%
PPP
1024
Private Portfolio Partners
New Jersey
$579K +$299K +6,311 +126%
PBT
1025
Pictet Bank & Trust
Bahamas
$576K -$171K -3,600 -24%
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