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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1426
Key Financial Inc
Pennsylvania
$234K +$11.2K +182 +5%
FNBOO
1427
First National Bank of Omaha
Nebraska
$234K +$35.5K +575 +19%
AWS
1428
Aspen Wealth Strategies
Colorado
$233K +$212K +3,446 New
EC
1429
EntryPoint Capital
New York
$232K +$226K +3,661 New
ZB
1430
Zions Bancorporation
Utah
$232K -$43.4K -704 -16%
AIA
1431
Alera Investment Advisors
Illinois
$232K +$225K +3,657 New
CWM
1432
Connecticut Wealth Management
Connecticut
$231K -$27K -438 -11%
WAG
1433
Winthrop Advisory Group
Massachusetts
$231K +$225K +3,645 New
SP
1434
Successful Portfolios
Florida
$231K -$24.8K -403 -10%
NC
1435
Napatree Capital
Rhode Island
$231K -$2.77K -45 -1%
PBO
1436
Peoples Bank (Ohio)
Ohio
$231K – – –
NAS
1437
Nicolet Advisory Services
Wisconsin
$230K +$4.62K +75 +2%
GCM
1438
Gables Capital Management
Florida
$228K +$24.7K +400 +13%
SF
1439
Symphony Financial
Texas
$228K +$227K +3,674 New
WCM
1440
Whitener Capital Management
North Carolina
$228K +$17.8K +288 +9%
PAA
1441
Peregrine Asset Advisers
Oregon
$228K +$221K +3,586 New
AIA
1442
Allied Investment Advisors
Montana
$228K – – –
LAM
1443
Lifestyle Asset Management
Texas
$227K -$41.9K -679 -16%
BG
1444
Bahl & Gaynor
Ohio
$226K -$1.17K -19 -0.5%
VAG
1445
VisionPoint Advisory Group
Texas
$226K +$219K +3,559 +71,180%
LDB
1446
Lee, Danner & Bass
Tennessee
$226K +$220K +3,563 New
UCB
1447
United Community Bank
South Carolina
$226K -$45.5K -738 -17%
BBW
1448
Blue Barn Wealth
Utah
$226K -$32.2K -523 -13%
SOW
1449
State of Wyoming
Wyoming
$226K +$174K +2,824 +384%
TPWA
1450
TRUE Private Wealth Advisors
Oregon
$225K +$15.2K +247 +7%
56 57
58
59 60