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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1026
AFT Forsyth & Company
Florida
$431K – – –
SWM
1027
Silverlake Wealth Management
Vermont
$430K +$1.47K +30 +0.3%
GRP
1028
Global Retirement Partners
California
$429K +$121K +2,463 +36%
BAM
1029
Brave Asset Management
New Jersey
$427K – – –
RA
1030
RFG Advisory
Alabama
$427K +$196 +4 +0%
BFS
1031
Bard Financial Services
Connecticut
$426K +$18.4K +375 +4%
AC
1032
AlphaCore Capital
California
$423K -$56.9K -1,160 -11%
FB
1033
First Bancorp
Maine
$423K -$6.28K -128 -1%
NP
1034
NorthRock Partners
Minnesota
$421K +$56.6K +1,154 +15%
TCM
1035
Triumph Capital Management
Colorado
$420K +$105K +2,143 +31%
HSA
1036
HBK Sorce Advisory
Pennsylvania
$420K -$370K -7,533 -46%
EP
1037
Elkhorn Partners
Nebraska
$420K – – –
UAML
1038
US Asset Management LLC
Pennsylvania
$419K -$2.55K -52 -0.6%
HCP
1039
Hexagon Capital Partners
Arkansas
$417K +$74K +1,508 +20%
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$414K -$2.65K -54 -0.6%
DWT
1041
Dorsey & Whitney Trust
South Dakota
$414K +$37.5K +764 +9%
ORAM
1042
One River Asset Management
Connecticut
$413K -$126K -2,576 -22%
TBA
1043
Tower Bridge Advisors
Pennsylvania
$413K -$95.7K -1,950 -18%
AWS
1044
Aspen Wealth Strategies
Colorado
$411K +$53.8K +1,097 +14%
FFA
1045
Founders Financial Alliance
North Carolina
$410K -$45.8K -934 -10%
VFPI
1046
Vantage Financial Partners (Illinois)
Illinois
$410K -$24.5K -500 -5%
FLPIM
1047
F.L. Putnam Investment Management
Massachusetts
$410K +$67.4K +1,374 +19%
WWM
1048
Western Wealth Management
Colorado
$409K +$136K +2,768 +46%
WPW
1049
Waldron Private Wealth
Pennsylvania
$408K -$26.7K -544 -6%
FFN
1050
Focus Financial Network
Minnesota
$408K +$34.4K +700 +9%
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