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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1026
JT Stratford LLC
Georgia
$899K +$49.2K +654 +5%
AIC
1027
Ayalon Insurance Company
Israel
$898K – – –
BCM
1028
Bourgeon Capital Management
Connecticut
$891K – – –
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$891K +$289K +3,847 +41%
S
1030
SignatureFD
Georgia
$887K +$295K +3,919 +43%
HCM
1031
Highlander Capital Management
New Jersey
$882K +$33.1K +440 +4%
EP
1032
Elkhorn Partners
Nebraska
$878K – – –
NJBEST
1033
New Jersey Better Educational Savings Trust
New Jersey
$878K – – –
SOAMC
1034
Spirit of America Management Corp
New York
$878K +$52.6K +700 +6%
GIA
1035
Guyasuta Investment Advisors
Pennsylvania
$874K -$15.4K -205 -2%
ARMT
1036
Amica Retiree Medical Trust
Rhode Island
$866K -$145K -1,929 -13%
VNA
1037
VNBTrust National Association
Virginia
$860K – – –
SS
1038
Sunbelt Securities
Texas
$860K +$56.3K +749 +6%
TC
1039
Telemus Capital
Michigan
$842K +$9.77K +130 +1%
AW
1040
ACG Wealth
Georgia
$840K -$44.9K -597 -5%
IWM
1041
IHT Wealth Management
Illinois
$838K +$121K +1,611 +15%
FM
1042
Foster & Motley
Ohio
$833K +$136K +1,809 +17%
PH
1043
Pinnacle Holdings
Oklahoma
$832K +$124K +1,655 +16%
DLG
1044
Daniel L. Goodwin
$830K – – –
MOS
1045
MGO One Seven
Ohio
$828K +$82.8K +1,101 +10%
PPSG
1046
Princeton Portfolio Strategies Group
New Jersey
$827K +$120K +1,594 +15%
AIM
1047
Aspen Investment Management
Michigan
$821K +$48.9K +650 +6%
BBWA
1048
Bell & Brown Wealth Advisors
California
$820K +$4.06K +54 +0.5%
LFAS
1049
Level Four Advisory Services
Texas
$814K +$122K +1,628 +16%
VC
1050
Vicus Capital
Pennsylvania
$810K -$38K -506 -4%
40 41
42
43 44