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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1551
Litman Gregory Wealth Management
California
$15K – – –
FBT
1552
First Bank & Trust
South Dakota
$15K +$7.36K +110 +100%
BAMG
1553
Brand Asset Management Group
Missouri
$14K +$13.4K +200 New
FEG
1554
Financial Enhancement Group
Indiana
$13K -$1.87K -28 -13%
PGAM
1555
Princeton Global Asset Management
New Jersey
$13K – – –
LFG
1556
LifePlan Financial Group
Ohio
$12K – – –
KFS
1557
Kelly Financial Services
Massachusetts
$11.9K – – –
MWC
1558
MKD Wealth Coaches
Michigan
$11K +$44.4K +664 +443%
PO
1559
Private Ocean
California
$10K +$10K +150 New
WPW
1560
Winthrop Partners - WNY
New York
$9.45K – – –
W
1561
WealthStone
Ohio
$9.24K +$8.83K +132 New
CFN
1562
Cordasco Financial Network
Florida
$8K – – –
MWM
1563
Mascoma Wealth Management
New Hampshire
$8K – – –
BWA
1564
Burt Wealth Advisors
Maryland
$7K -$16.7K -250 -71%
SFA
1565
Semmax Financial Advisors
North Carolina
$7K -$5.55K -83 -46%
VCM
1566
Vigilant Capital Management
Maine
$7K -$2.01K -30 -23%
PCMK
1567
Paragon Capital Management (Kansas)
Kansas
$7K – – –
PFO
1568
Pathstone Family Office
New Jersey
$7K +$5.69K +85 +472%
GC
1569
Globeflex Capital
California
$7K +$6.36K +95 New
AA
1570
AlphaMark Advisors
Kentucky
$6K – – –
HI
1571
Human Investing
Oregon
$6K – – –
JIR
1572
James Investment Research
Ohio
$6K – – –
TFA
1573
Toth Financial Advisory
Virginia
$6K – – –
APSP
1574
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K – – –
PCFFS
1575
Pacific Center for Financial Services
California
$5K – – –
61 62
63
64 65