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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1401
Catalyst Private Wealth
California
$13K +$15K +302 New
TF
1402
Tompkins Financial
New York
$12K -$82.2K -1,650 -86%
JAM
1403
JCIC Asset Management
Ontario, Canada
$12K – – –
CTB
1404
Country Trust Bank
Illinois
$12K +$2.39K +48 +20%
HR
1405
Howe & Rusling
New York
$12K +$13.5K +270 +13,500%
KFS
1406
Kelly Financial Services
Massachusetts
$11.7K +$50 +1 +0.4%
HI
1407
Hoey Investments
Pennsylvania
$11K -$56.8K -1,140 -81%
MAM
1408
Marquette Asset Management
Minnesota
$11K – – –
WB
1409
West Bancorporation
Iowa
$11K – – –
CAM
1410
ClariVest Asset Management
California
$10K -$1.15K -23 -9%
LWA
1411
Lenox Wealth Advisors
New York
$9K -$16.8K -337 -63%
FBT
1412
First Bank & Trust
South Dakota
$9K – – –
WLPWM
1413
Walled Lake Planning & Wealth Management
Illinois
$9K – – –
KCM
1414
Kathmere Capital Management
Pennsylvania
$9K +$9.96K +200 New
AWM
1415
Atticus Wealth Management
Florida
$8K +$100 +2 +1%
NIC
1416
Northwest Investment Counselors
Oregon
$8K +$8.72K +175 New
BFC
1417
Bedel Financial Consulting
Indiana
$7K – – –
LFG
1418
LifePlan Financial Group
Ohio
$7K – – –
TCM
1419
Tradewinds Capital Management
Washington
$7K +$3.24K +65 +70%
HCA
1420
Horan Capital Advisors
Ohio
$7K +$7.67K +154 New
CQS
1421
Credential Qtrade Securities
$6.9K – – –
FEG
1422
Financial Enhancement Group
Indiana
$6K – – –
SNT
1423
Security National Trust
West Virginia
$6K – – –
POIA
1424
Pin Oak Investment Advisors
Texas
$5K -$3.09K -62 -35%
RIM
1425
Rockbridge Investment Management
New York
$5K -$747 -15 -11%
55 56
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58 59