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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1501
Hanson & Doremus Investment Management
Vermont
$143K -$18K -291 -11%
CPA
1502
Capital Performance Advisors
California
$143K +$141K +2,278 New
RFS
1503
Richardson Financial Services
Massachusetts
$142K
YDMI
1504
Y.D. More Investments
Israel
$139K +$3.15K +51 +2%
DSC
1505
Duncker Streett & Co
Missouri
$135K
VWM
1506
Venturi Wealth Management
Texas
$128K +$10.8K +175 +9%
HFM
1507
Harvest Fund Management
China
$125K -$231K -3,734 -65%
AA
1508
Addison Advisors
Vermont
$125K +$989 +16 +0.8%
WBC
1509
West Branch Capital
Massachusetts
$124K +$433 +7 +0.4%
HIA
1510
Harbor Investment Advisory
Maryland
$123K -$13.6K -220 -10%
CT
1511
Clearstead Trust
Maine
$118K
C
1512
Covestor
United Kingdom
$118K -$38K -614 -25%
PWMG
1513
Prestige Wealth Management Group
New Jersey
$114K -$295K -4,770 -72%
MSG
1514
Main Street Group
Virginia
$113K -$43.3K -700 -28%
TSMHT
1515
Thurston Springer Miller Herd & Titak
Indiana
$113K +$5.57K +90 +5%
AW
1516
Avion Wealth
Texas
$111K +$6.55K +106 +6%
DJSG
1517
D.J. St. Germain
Massachusetts
$110K
CHA
1518
Carmichael Hill & Associates
Maryland
$109K +$557 +9 +0.5%
AIM
1519
Acropolis Investment Management
Missouri
$108K -$186 -3 -0.2%
SN
1520
Sittner & Nelson
Oregon
$107K
FCAS
1521
First Command Advisory Services
Texas
$107K
CFG
1522
CKW Financial Group
Hawaii
$105K
EBA
1523
Eagle Bay Advisors
New York
$104K -$804 -13 -0.8%
PP
1524
PFS Partners
New Jersey
$102K +$62 +1 +0.1%
MMG
1525
Monetary Management Group
Missouri
$102K