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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1526
SOA Wealth Advisors
New York
$106K +$25.3K +362 +31%
LFG
1527
Larson Financial Group
Missouri
$104K -$18.2K -261 -15%
JAM
1528
JCIC Asset Management
Ontario, Canada
$104K – – –
PFSC
1529
Peoples Financial Services Corp
Pennsylvania
$104K – – –
CWA
1530
Clearview Wealth Advisors
Oregon
$99K +$489 +7 +0.5%
BWM
1531
Baystate Wealth Management
Massachusetts
$99K +$9.51K +136 +11%
FPS
1532
Fieldpoint Private Securities
Connecticut
$99K +$19.1K +273 +24%
RFA
1533
Reilly Financial Advisors
California
$96K +$7.41K +106 +8%
AW
1534
Avion Wealth
Texas
$95K +$629 +9 +0.7%
IF
1535
Ironwood Financial
Arizona
$93K – – –
TFGT
1536
TS Financial Group (TSFG)
Illinois
$93K +$17.7K +253 +24%
SAM
1537
S.A. Mason
Michigan
$89K – – –
MSFP
1538
Mark Sheptoff Financial Planning
Connecticut
$87K – – –
DAM
1539
Delta Asset Management
Tennessee
$86K – – –
AA
1540
Addison Advisors
Vermont
$85K +$699 +10 +0.8%
TFIPS
1541
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.2K +$28K +400 +50%
AWM
1542
AllSquare Wealth Management
New York
$82K -$248K -3,550 -75%
ACA
1543
Atlas Capital Advisors
Wyoming
$81.5K -$191K -2,739 -70%
MMG
1544
Monetary Management Group
Missouri
$80K +$35K +500 +78%
KIG
1545
Kessler Investment Group
Indiana
$79K +$78.5K +1,123 New
CFFP
1546
Center for Financial Planning
Michigan
$77K – – –
M
1547
MOTCO
Texas
$76K +$13.8K +198 +22%
KPCM
1548
Kings Point Capital Management
New York
$76K +$34.5K +493 +85%
CCA
1549
Column Capital Advisors
Indiana
$74K – – –
FCA
1550
FinTrust Capital Advisors
South Carolina
$73K -$9.72K -139 -12%
60 61
62
63 64