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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1226
Select Asset Management & Trust
Pennsylvania
$386K +$59.2K +800 +17%
CFD
1227
Creative Financial Designs
Indiana
$385K +$4.07K +55 +1%
FLPIM
1228
F.L. Putnam Investment Management
Massachusetts
$384K +$666 +9 +0.2%
CWC
1229
Carolinas Wealth Consulting
North Carolina
$384K +$62.7K +848 +19%
RIM
1230
Reliant Investment Management
Tennessee
$383K +$152K +2,050 +61%
JWM
1231
Jeppson Wealth Management
California
$382K +$1.41K +19 +0.4%
NDSI
1232
Newman Dignan & Sheerar Inc
Rhode Island
$381K +$7.47K +101 +2%
RCAG
1233
Rehmann Capital Advisory Group
Michigan
$380K -$34.8K -471 -8%
OC
1234
Oakworth Capital
Alabama
$378K -$3.77K -51 -0.9%
BAM
1235
Blueshift Asset Management
New Jersey
$377K -$4.51M -60,892 -92%
SC
1236
Steph & Co
Wisconsin
$375K +$39.7K +536 +11%
IFS
1237
Ifrah Financial Services
Arkansas
$374K -$17.8K -241 -4%
EWM
1238
EPG Wealth Management
Georgia
$374K +$66.8K +903 +21%
BFPW
1239
BOK Financial Private Wealth
Colorado
$371K +$147K +1,992 +61%
TFO
1240
Tarbox Family Office
California
$370K – – –
SIAP
1241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$368K +$14.1K +191 +4%
CW
1242
CreativeOne Wealth
Kansas
$368K +$182K +2,455 +89%
KFC
1243
Klingenstein Fields & Co
New York
$367K +$25K +338 +7%
GSWM
1244
Golden State Wealth Management
California
$366K -$79.8K -1,078 -17%
DAS
1245
Dynamic Advisor Solutions
Arizona
$366K +$31.1K +421 +9%
CCMG
1246
Clark Capital Management Group
Pennsylvania
$363K -$15.3K -207 -4%
OR
1247
Olympiad Research
Connecticut
$362K -$104K -1,409 -22%
KAM
1248
Knightsbridge Asset Management
California
$359K +$2.44K +33 +0.7%
PA
1249
PSI Advisors
Florida
$359K +$139K +1,875 +59%
LF
1250
Lantz Financial
Illinois
$358K – – –
48 49
50
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