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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1226
Summit Financial Wealth Advisors
Louisiana
$375K -$29.3K -425 -7%
BB
1227
Bell Bank
North Dakota
$375K +$69.2K +1,005 +22%
SBSB
1228
Sullivan, Bruyette, Speros & Blaney
Virginia
$370K -$48.2K -700 -11%
HCMT
1229
Highland Capital Management (Texas)
Texas
$368K -$30.7M -445,800 -99%
PWPS
1230
Pinnacle Wealth Planning Services
Ohio
$368K -$206K -2,987 -35%
MIM
1231
Montgomery Investment Management
Maryland
$366K – – –
GEM
1232
Global Endowment Management
North Carolina
$366K +$22K +320 +6%
AC
1233
Abbrea Capital
California
$364K -$23.1K -335 -6%
FA
1234
Fortis Advisors
Pennsylvania
$364K +$45.1K +655 +14%
GWCM
1235
Godshalk Welsh Capital Management
Pennsylvania
$363K – – –
TG
1236
TLP Group
Illinois
$360K -$227K -3,299 -38%
OGC
1237
Oak Grove Capital
New Hampshire
$360K +$365K +5,300 +6,386%
WCA
1238
Westover Capital Advisors
Delaware
$351K -$1.23M -17,891 -77%
OWA
1239
One Wealth Advisors
California
$351K +$361K +5,240 New
PGFC
1240
Peapack-Gladstone Financial Corp
New Jersey
$350K -$20.5K -298 -5%
GAG
1241
GM Advisory Group
New York
$350K +$12K +174 +3%
SYBT
1242
Stock Yards Bank & Trust
Kentucky
$349K +$360K +5,227 New
TFS
1243
TrustCore Financial Services
Tennessee
$347K +$77.2K +1,121 +28%
TBNY
1244
Trustco Bank (New York)
New York
$346K – – –
PGWM
1245
Parisi Gray Wealth Management
New Jersey
$345K -$1.04M -15,047 -75%
LFR
1246
Lehman Financial Resources
Pennsylvania
$345K – – –
HCM
1247
Hilton Capital Management
New York
$340K – – –
KF
1248
Krilogy Financial
Missouri
$339K -$72.9K -1,059 -17%
RWM
1249
Rench Wealth Management
Texas
$339K +$1.51K +22 +0.4%
ACM
1250
AlphaStar Capital Management
North Carolina
$338K +$348K +5,048 New
48 49
50
51 52