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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1526
Optimum Investment Advisors
Illinois
$115K -$234K -3,347 -67%
WIM
1527
Westside Investment Management
California
$114K +$84.4K +1,207 +14%
FA
1528
Financial Avengers
California
$113K +$769 +11 +0.7%
TC
1529
Tacita Capital
Ontario, Canada
$111K – – –
WB
1530
Webster Bank
Connecticut
$108K – – –
MA
1531
MCF Advisors
Kentucky
$106K +$17.8K +255 +20%
SWA
1532
SOA Wealth Advisors
New York
$106K +$25.3K +362 +31%
LFG
1533
Larson Financial Group
Missouri
$104K -$18.2K -261 -15%
JAM
1534
JCIC Asset Management
Ontario, Canada
$104K – – –
PFSC
1535
Peoples Financial Services Corp
Pennsylvania
$104K – – –
CWA
1536
Clearview Wealth Advisors
Oregon
$99K +$489 +7 +0.5%
BWM
1537
Baystate Wealth Management
Massachusetts
$99K +$9.51K +136 +11%
FPS
1538
Fieldpoint Private Securities
Connecticut
$99K +$19.1K +273 +24%
RFA
1539
Reilly Financial Advisors
California
$96K +$7.41K +106 +8%
AW
1540
Avion Wealth
Texas
$95K +$629 +9 +0.7%
IF
1541
Ironwood Financial
Arizona
$93K – – –
TFGT
1542
TS Financial Group (TSFG)
Illinois
$93K +$17.7K +253 +24%
SAM
1543
S.A. Mason
Michigan
$89K – – –
MSFP
1544
Mark Sheptoff Financial Planning
Connecticut
$87K – – –
DAM
1545
Delta Asset Management
Tennessee
$86K – – –
AA
1546
Addison Advisors
Vermont
$85K +$699 +10 +0.8%
TFIPS
1547
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.2K +$28K +400 +50%
AWM
1548
AllSquare Wealth Management
New York
$82K -$248K -3,550 -75%
ACA
1549
Atlas Capital Advisors
Wyoming
$81.5K -$191K -2,739 -70%
MMG
1550
Monetary Management Group
Missouri
$80K +$35K +500 +78%
60 61
62
63 64