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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1226
GeoWealth Management
Illinois
$401K +$368K +5,506 New
WBG
1227
Wharton Business Group
Pennsylvania
$401K +$368K +5,513 New
ECM
1228
Evergreen Capital Management
Washington
$400K +$66.9K +1,002 +22%
NCP
1229
NexWave Capital Partners
New York
$400K +$367K +5,500 New
JIP
1230
Jaffetilchin Investment Partners
Florida
$395K +$363K +5,432 New
FLPIM
1231
F.L. Putnam Investment Management
Massachusetts
$394K +$15K +225 +4%
JWM
1232
Jeppson Wealth Management
California
$392K +$3.07K +46 +0.9%
OC
1233
Oakworth Capital
Alabama
$392K +$100K +1,501 +39%
SOW
1234
State of Wyoming
Wyoming
$392K +$360K +5,392 New
ADL
1235
Asset Dedication LLC
California
$391K -$143K -2,136 -28%
CFD
1236
Creative Financial Designs
Indiana
$391K +$1.67K +25 +0.5%
HBT
1237
Heartland Bank & Trust
Illinois
$389K -$30.4K -456 -8%
CCMG
1238
Clark Capital Management Group
Pennsylvania
$388K +$27K +404 +8%
NDSI
1239
Newman Dignan & Sheerar Inc
Rhode Island
$385K -$7.81K -117 -2%
FNC
1240
First National Corp
Massachusetts
$385K +$9.61K +144 +3%
CAM
1241
Costello Asset Management
Pennsylvania
$385K +$12.1K +181 +4%
NWS
1242
Newport Wealth Strategies
California
$382K +$351K +5,255 New
TFO
1243
Tarbox Family Office
California
$381K – – –
LC
1244
Lindbrook Capital
California
$379K +$15.3K +229 +5%
FCA
1245
FLC Capital Advisors
California
$379K +$66.8K +1,000 +24%
AIC
1246
Ameritas Investment Company
Nebraska
$377K -$236K -3,538 -41%
HDIM
1247
Hanson & Doremus Investment Management
Vermont
$377K -$116K -1,734 -25%
OIA
1248
Optimum Investment Advisors
Illinois
$377K – – –
GWCM
1249
Godshalk Welsh Capital Management
Pennsylvania
$376K – – –
RCM
1250
Requisite Capital Management
Texas
$375K +$344K +5,151 New
48 49
50
51 52