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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1201
Gateway Investment Advisers
Ohio
$417K -$63.3K -1,024 -13%
MSA
1202
Marino Stram & Associates
Massachusetts
$415K -$6.06K -98 -1%
CL
1203
COWA LLC
Oklahoma
$414K – – –
OWA
1204
One Wealth Advisors
California
$412K -$371 -6 -0.1%
ST
1205
Sabal Trust
Florida
$412K +$407K +6,584 New
CIA
1206
Choate Investment Advisors
Massachusetts
$411K +$406K +6,566 New
PA
1207
Prossimo Advisors
California
$411K +$20.7K +335 +5%
BFWM
1208
Bright Futures Wealth Management
New York
$411K +$18.3K +296 +5%
FA
1209
Fiducient Advisors
Illinois
$410K -$7.73K -125 -2%
GSB
1210
Greenfield Savings Bank
Massachusetts
$410K -$17.6K -284 -4%
SCM
1211
Sterneck Capital Management
Missouri
$408K -$26.8K -433 -6%
CIA
1212
Cladis Investment Advisory
Montana
$408K – – –
EWM
1213
Elmwood Wealth Management
California
$407K -$4.64K -75 -1%
SFP
1214
Shepherd Financial Partners
Massachusetts
$406K +$557 +9 +0.1%
NFA
1215
Northern Financial Advisors
Michigan
$400K +$22.3K +361 +6%
GFG
1216
Goldstone Financial Group
Illinois
$398K +$73.6K +1,190 +23%
CIM
1217
CIM Investment Management
Pennsylvania
$394K -$7.05K -114 -2%
IIC
1218
Integrated Investment Consultants
Michigan
$392K +$63.6K +1,029 +20%
BPC
1219
Banque Pictet & Cie
Switzerland
$391K – – –
LJAC
1220
L.J. Altfest & Co
New York
$390K +$13.4K +217 +4%
MBT
1221
Montecito Bank & Trust
California
$389K +$7.73K +125 +2%
IA
1222
Insight Advisors
Pennsylvania
$389K – – –
LA
1223
LexAurum Advisors
Kansas
$389K +$7.73K +125 +2%
BFS
1224
Bard Financial Services
Connecticut
$388K -$108K -1,750 -22%
OWA
1225
Opal Wealth Advisors
New York
$387K +$107K +1,730 +39%
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