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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1201
Lantz Financial
Illinois
$583K – – –
BO
1202
BRR OpCo
Ohio
$569K -$41K -555 -7%
AWM
1203
Argent Wealth Management
Massachusetts
$566K +$523K +7,085 New
GWCM
1204
Godshalk Welsh Capital Management
Pennsylvania
$565K +$3.69K +50 +0.7%
APP
1205
Avantax Planning Partners
Iowa
$561K +$29.8K +403 +6%
WBC
1206
West Branch Capital
Massachusetts
$561K +$519K +7,018 New
ACA
1207
Ackerman Capital Advisors
Texas
$559K – – –
SIC
1208
Samalin Investment Counsel
New York
$558K +$516K +6,989 New
BAM
1209
Brave Asset Management
New Jersey
$557K -$251K -3,400 -33%
IAMOG
1210
Investors Asset Management of Georgia
Georgia
$557K -$8.87K -120 -2%
WSTAM
1211
Wilbanks Smith & Thomas Asset Management
Virginia
$555K -$9.16K -124 -2%
DSC
1212
Duncker Streett & Co
Missouri
$553K -$29.4K -398 -5%
HB
1213
Homrich & Berg
Georgia
$552K +$34.5K +467 +7%
MFW
1214
Meristem Family Wealth
Minnesota
$546K -$591 -8 -0.1%
FFA
1215
First Foundation Advisors
California
$543K -$1.97M -26,633 -80%
PFS
1216
Prospera Financial Services
Texas
$542K +$13K +176 +3%
BS
1217
Boenning & Scattergood
Pennsylvania
$542K +$129K +1,749 +35%
TU
1218
TDAM USA
Ontario, Canada
$535K -$172K -2,332 -26%
CB
1219
CNB Bank
Pennsylvania
$530K -$38.1K -515 -7%
AWA
1220
Arete Wealth Advisors
Illinois
$526K -$230K -3,109 -32%
CM
1221
Columbus Macro
Pennsylvania
$526K -$30.5K -413 -6%
HC
1222
HNP Capital
New York
$526K +$72.7K +984 +17%
SBSB
1223
Sullivan, Bruyette, Speros & Blaney
Virginia
$524K +$16K +217 +3%
CWP
1224
CFM Wealth Partners
Texas
$524K +$478K +6,474 New
VRM
1225
Vectors Research Management
New York
$522K +$65.8K +891 +16%
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