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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Caldwell Trust
Florida
$146K – – –
AWM
1502
Accel Wealth Management
Iowa
$144K +$62 +1 +0%
MCM
1503
MV Capital Management
Maryland
$144K +$6.36K +103 +4%
DA
1504
Denali Advisors
California
$139K -$266K -4,300 -62%
SSA
1505
Schonfeld Strategic Advisors
New York
$136K -$10.1M -163,091 -98%
SWM
1506
Sugarloaf Wealth Management
Georgia
$132K – – –
AIL
1507
AGF Investments LLC
Ontario, Canada
$132K +$2.72K +44 +2%
FAG
1508
Fortitude Advisory Group
Washington
$129K -$9.33K -151 -6%
FA
1509
Fortis Advisors
Pennsylvania
$129K – – –
WBC
1510
West Branch Capital
Massachusetts
$125K -$4.63K -75 -3%
KA
1511
Kozak & Associates
Colorado
$124K – – –
CHC
1512
City Holding Co
West Virginia
$122K – – –
BCMLT
1513
Beacon Capital Management LLC (Tennessee)
Tennessee
$122K +$140K +2,263 New
AIM
1514
Acropolis Investment Management
Missouri
$122K +$142K +2,293 New
WT
1515
Washington Trust
Rhode Island
$118K -$4.01K -65 -3%
JWA
1516
JFS Wealth Advisors
Pennsylvania
$115K +$15.1K +244 +13%
HCM
1517
Highlander Capital Management
New Jersey
$114K – – –
NFSG
1518
Newbridge Financial Services Group
Florida
$111K -$6.61K -107 -5%
SC
1519
Sierra Capital
Florida
$111K – – –
PWMG
1520
Prestige Wealth Management Group
New Jersey
$110K +$62 +1 +0%
HCP
1521
Hexagon Capital Partners
Arkansas
$109K – – –
MA
1522
MCF Advisors
Kentucky
$109K +$127K +2,048 New
UID
1523
Union Investments & Development
Israel
$107K – – –
SBL
1524
Sargent Bickham Lagudis
Colorado
$105K +$3.46K +56 +3%
CHA
1525
Carmichael Hill & Associates
Maryland
$105K +$6.55K +106 +6%
59 60
61
62 63