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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1451
JCIC Asset Management
Ontario, Canada
$68.9K -$1.55K -35 -3%
PFSC
1452
Peoples Financial Services Corp
Pennsylvania
$68.1K – – –
SWA
1453
SOA Wealth Advisors
New York
$67.6K -$8.9K -201 -13%
TFIPS
1454
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.9K +$57.6K +1,300 New
EWP
1455
Elevation Wealth Partners
California
$65.8K +$70.8K +1,600 New
BIA
1456
Bell Investment Advisors
California
$65.2K +$25.6K +579 +84%
FCG
1457
Financial Connections Group
California
$65K +$56K +1,264 New
NA
1458
Nordwand Advisors
Pennsylvania
$64.3K +$55.3K +1,250 New
GWMIA
1459
Global Wealth Management Investment Advisory
Florida
$60K -$2.21M -49,822 -98%
YDMI
1460
Y.D. More Investments
Israel
$59.9K – – –
TCOV
1461
Trust Company of Vermont
Vermont
$59K -$101K -2,274 -66%
HIA
1462
Harbor Investment Advisory
Maryland
$58.7K +$487 +11 +1%
SIM
1463
Studio Investment Management
Illinois
$57.9K – – –
OP
1464
ORG Partners
Indiana
$57.2K +$13.4K +302 +37%
IRAG
1465
Investment Research & Advisory Group
Georgia
$57K – – –
WAG
1466
Wiser Advisor Group
Arizona
$56.7K +$48.8K +1,102 New
GIS
1467
Grayhawk Investment Strategies
Alberta, Canada
$56.6K – – –
AWM
1468
Ameliora Wealth Management
Switzerland
$56.1K -$229K -5,175 -83%
CW
1469
Cooksen Wealth
Texas
$55.8K +$48K +1,084 New
BGAI
1470
Bruce G. Allen Investments
Colorado
$54.3K +$46.8K +1,056 New
IGWM
1471
ICA Group Wealth Management
Colorado
$51.8K +$44.5K +1,006 New
CSC
1472
Caldwell Sutter Capital
California
$51.4K – – –
SGC
1473
Slocum, Gordon & Co
Rhode Island
$51.4K – – –
TAM
1474
Tucker Asset Management
Colorado
$51.4K – – –
ECM
1475
EMC Capital Management
Texas
$51K -$151K -3,400 -77%
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59
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