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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wintrust Investments
Illinois
$909K -$408K -5,426 -29%
JSL
1027
JT Stratford LLC
Georgia
$899K +$49.2K +654 +5%
AIC
1028
Ayalon Insurance Company
Israel
$898K – – –
BCM
1029
Bourgeon Capital Management
Connecticut
$891K – – –
FMWA
1030
Forvis Mazars Wealth Advisors
Missouri
$891K +$289K +3,847 +41%
S
1031
SignatureFD
Georgia
$887K +$295K +3,919 +43%
HCM
1032
Highlander Capital Management
New Jersey
$882K +$33.1K +440 +4%
EP
1033
Elkhorn Partners
Nebraska
$878K – – –
NJBEST
1034
New Jersey Better Educational Savings Trust
New Jersey
$878K – – –
SOAMC
1035
Spirit of America Management Corp
New York
$878K +$52.6K +700 +6%
GIA
1036
Guyasuta Investment Advisors
Pennsylvania
$874K -$15.4K -205 -2%
ARMT
1037
Amica Retiree Medical Trust
Rhode Island
$866K -$145K -1,929 -13%
VNA
1038
VNBTrust National Association
Virginia
$860K – – –
SS
1039
Sunbelt Securities
Texas
$860K +$56.3K +749 +6%
TC
1040
Telemus Capital
Michigan
$842K +$9.77K +130 +1%
AW
1041
ACG Wealth
Georgia
$840K -$44.9K -597 -5%
IWM
1042
IHT Wealth Management
Illinois
$838K +$121K +1,611 +15%
FM
1043
Foster & Motley
Ohio
$833K +$136K +1,809 +17%
PH
1044
Pinnacle Holdings
Oklahoma
$832K +$124K +1,655 +16%
DLG
1045
Daniel L. Goodwin
$830K – – –
MOS
1046
MGO One Seven
Ohio
$828K +$82.8K +1,101 +10%
PPSG
1047
Princeton Portfolio Strategies Group
New Jersey
$827K +$120K +1,594 +15%
AIM
1048
Aspen Investment Management
Michigan
$821K +$48.9K +650 +6%
BBWA
1049
Bell & Brown Wealth Advisors
California
$820K +$4.06K +54 +0.5%
LFAS
1050
Level Four Advisory Services
Texas
$814K +$122K +1,628 +16%
40 41
42
43 44