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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1401
Fortem Financial Group
California
$125K +$103K +2,032 New
AWM
1402
Accel Wealth Management
Iowa
$123K +$102K +2,002 New
PGAM
1403
Princeton Global Asset Management
New Jersey
$121K -$7.07K -139 -7%
CL
1404
COWA LLC
Oklahoma
$121K +$94K +1,850 New
UMC
1405
United Maritime Capital
New York
$119K +$98.1K +1,929 New
EW
1406
Evoke Wealth
California
$118K -$43.2K -849 -31%
SBL
1407
Sargent Bickham Lagudis
Colorado
$118K +$31.5K +619 +48%
CHA
1408
Carmichael Hill & Associates
Maryland
$115K +$12.6K +247 +15%
SIM
1409
Sonora Investment Management
Arizona
$110K -$4.12K -81 -4%
ME
1410
McIlrath & Eck
Washington
$110K +$152 +3 +0.2%
PS
1411
Planned Solutions
California
$107K +$11.8K +232 +15%
CFG
1412
CKW Financial Group
Hawaii
$105K – – –
IFAM
1413
Institutional & Family Asset Management
Colorado
$105K +$4.47K +88 +5%
CHC
1414
City Holding Co
West Virginia
$104K -$28K -550 -25%
GAM
1415
Gemmer Asset Management
California
$104K -$661 -13 -0.8%
DAM
1416
Delta Asset Management
Tennessee
$101K +$8.39K +165 +11%
TC
1417
Tacita Capital
Ontario, Canada
$98K +$80.5K +1,584 New
FA
1418
Financial Avengers
California
$97K +$80K +1,574 New
OP
1419
Oldfield Partners
United Kingdom
$96.2K -$1.81M -35,600 -2%
WB
1420
Webster Bank
Connecticut
$95K – – –
PFO
1421
Pathstone Family Office
New Jersey
$95K +$77.1K +1,517 +6,068%
JWA
1422
JFS Wealth Advisors
Pennsylvania
$94K +$10.4K +204 +15%
MGIM
1423
M&G Investment Management
United Kingdom
$91.5K -$47.1M -927,520 -39%
FMP
1424
Financial Management Professionals
Texas
$89K +$5.18K +102 +8%
DSC
1425
Duncker Streett & Co
Missouri
$87K +$12.9K +253 +22%
55 56
57
58 59