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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1526
CNB Bank
Pennsylvania
$104K -$1.42K -23 -1%
ST
1527
Smithfield Trust
Pennsylvania
$103K – – –
PPWM
1528
PFG Private Wealth Management
Florida
$101K +$109K +1,760 +1,408%
FPS
1529
Fieldpoint Private Securities
Connecticut
$100K +$4.08K +66 +4%
AWA
1530
Aaron Wealth Advisors
Illinois
$98.6K +$114K +1,846 New
CFO
1531
CVA Family Office
Colorado
$98K +$85.2K +1,380 +304%
TAIM
1532
TD Ameritrade Investment Management
Nebraska
$96K -$66.5K -1,076 -37%
CWA
1533
Clearview Wealth Advisors
Oregon
$95K +$28K +453 +34%
FCB
1534
First Command Bank
Texas
$92K -$38.1K -617 -26%
GWS
1535
Glassman Wealth Services
Virginia
$92K -$3.21K -52 -3%
FCFS
1536
First Command Financial Services
Texas
$92K +$494 +8 +0.5%
CFG
1537
CKW Financial Group
Hawaii
$89K – – –
GAM
1538
Gemmer Asset Management
California
$88K -$185 -3 -0.2%
SLWA
1539
San Luis Wealth Advisors
California
$88K +$90.4K +1,464 New
PP
1540
PFS Partners
New Jersey
$87K – – –
SMG
1541
Spectrum Management Group
Indiana
$85K +$98.5K +1,595 New
WIM
1542
Westside Investment Management
California
$84.3K +$45.7K +740 +7%
LFG
1543
Larson Financial Group
Missouri
$84K +$618 +10 +0.6%
NICM
1544
Neo Ivy Capital Management
New York
$80K -$316K -5,117 -77%
FFWM
1545
Future Financial Wealth Management
Ohio
$80K -$17K -275 -15%
MSFP
1546
Mark Sheptoff Financial Planning
Connecticut
$80K +$15.4K +250 +20%
NWM
1547
Nauset Wealth Management
Connecticut
$80K +$92.7K +1,500 New
JAM
1548
JCIC Asset Management
Ontario, Canada
$79K – – –
T
1549
TCWP
Ohio
$77K +$89.3K +1,445 New
FA
1550
Financial Avengers
California
$76K +$741 +12 +0.9%
60 61
62
63 64