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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1251
Holt Capital Partners
Texas
$374K +$343K +5,145 New
AWM
1252
Apollon Wealth Management
South Carolina
$371K +$341K +5,105 New
JWM
1253
Jupiter Wealth Management
Colorado
$369K – – –
WA
1254
WBH Advisory
Maryland
$369K +$401 +6 +0.1%
BWM
1255
Bulltick Wealth Management
Florida
$369K +$60.5K +907 +22%
LF
1256
Lantz Financial
Illinois
$368K -$3.34K -50 -1%
FVCM
1257
F&V Capital Management
Florida
$367K -$171K -2,555 -34%
BAM
1258
Brave Asset Management
New Jersey
$367K – – –
AFP
1259
Ausdal Financial Partners
Iowa
$366K +$85.4K +1,279 +34%
KAM
1260
Knightsbridge Asset Management
California
$366K +$336K +5,038 New
EAM
1261
Erste Asset Management
Austria
$366K – – –
WT
1262
Washington Trust
Rhode Island
$365K -$3.07K -46 -0.9%
SIAP
1263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K +$17.6K +264 +6%
GCIA
1264
Gabelli & Co Investment Advisers
New York
$364K -$86.8K -1,300 -21%
HA
1265
Harbor Advisors
Florida
$364K – – –
WHG
1266
Westwood Holdings Group
Texas
$364K – – –
AIA
1267
Allied Investment Advisors
Montana
$362K +$25K +375 +8%
AIA
1268
Affinity Investment Advisors
California
$361K -$4.27M -63,950 -93%
SP
1269
Successful Portfolios
Florida
$361K -$2K -30 -0.6%
WAS
1270
WESPAC Advisors SoCal
California
$360K – – –
QI
1271
Qtron Investments
Massachusetts
$359K -$404K -6,054 -55%
WCM
1272
Whitener Capital Management
North Carolina
$358K -$16K -240 -5%
AWA
1273
Alta Wealth Advisors
Massachusetts
$358K +$329K +4,922 New
NAM
1274
North American Management
Massachusetts
$358K -$113K -1,700 -26%
FCFC
1275
First Citizens Financial Corp
Iowa
$356K -$5.61K -84 -2%
49 50
51
52 53