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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1401
Crescent Capital Consulting
Louisiana
$136K +$112K +2,200 New
MA
1402
Montag & Associates
Georgia
$134K +$111K +2,177 New
HCM
1403
Highlander Capital Management
New Jersey
$131K -$14.2K -280 -12%
JFGIW
1404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K +$65.5K +1,289 +153%
SIM
1405
Seaview Investment Managers
Florida
$129K -$102 -2 -0.1%
PWMG
1406
Prestige Wealth Management Group
New Jersey
$128K +$5.54K +109 +6%
FFG
1407
Fortem Financial Group
California
$125K +$103K +2,032 New
AWM
1408
Accel Wealth Management
Iowa
$123K +$102K +2,002 New
PGAM
1409
Princeton Global Asset Management
New Jersey
$121K -$7.07K -139 -7%
CL
1410
COWA LLC
Oklahoma
$121K +$94K +1,850 New
UMC
1411
United Maritime Capital
New York
$119K +$98.1K +1,929 New
EW
1412
Evoke Wealth
California
$118K -$43.2K -849 -31%
SBL
1413
Sargent Bickham Lagudis
Colorado
$118K +$31.5K +619 +48%
CHA
1414
Carmichael Hill & Associates
Maryland
$115K +$12.6K +247 +15%
SIM
1415
Sonora Investment Management
Arizona
$110K -$4.12K -81 -4%
ME
1416
McIlrath & Eck
Washington
$110K +$152 +3 +0.2%
PS
1417
Planned Solutions
California
$107K +$11.8K +232 +15%
CFG
1418
CKW Financial Group
Hawaii
$105K – – –
IFAM
1419
Institutional & Family Asset Management
Colorado
$105K +$4.47K +88 +5%
CHC
1420
City Holding Co
West Virginia
$104K -$28K -550 -25%
GAM
1421
Gemmer Asset Management
California
$104K -$661 -13 -0.8%
DAM
1422
Delta Asset Management
Tennessee
$101K +$8.39K +165 +11%
TC
1423
Tacita Capital
Ontario, Canada
$98K +$80.5K +1,584 New
FA
1424
Financial Avengers
California
$97K +$80K +1,574 New
WB
1425
Webster Bank
Connecticut
$95K – – –
55 56
57
58 59