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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
1551
Lugano Financial Advisors SA (LFA)
Switzerland
$88.8K – – –
AWM
1552
AllSquare Wealth Management
New York
$85.5K – – –
FFC
1553
First Financial Corp
Indiana
$84K – – –
SWA
1554
SOA Wealth Advisors
New York
$83.7K +$185 +3 +0.2%
MA
1555
Montag & Associates
Georgia
$82.7K -$62 -1 -0.1%
PFSC
1556
Peoples Financial Services Corp
Pennsylvania
$82.6K -$1.42K -23 -2%
DIP
1557
DT Investment Partners
Pennsylvania
$79.4K – – –
NA
1558
Nordwand Advisors
Pennsylvania
$79.3K – – –
VCM
1559
Versant Capital Management
Arizona
$78.1K +$70.1K +1,137 +1,210%
CAS
1560
Coppell Advisory Solutions
Texas
$75.3K +$73.2K +1,187 New
HWA
1561
Heritage Wealth Advisors
Virginia
$74.4K – – –
FNWA
1562
Financial Network Wealth Advisors
Utah
$73.4K +$71.3K +1,156 New
BGAI
1563
Bruce G. Allen Investments
Colorado
$72.7K +$5.55K +90 +9%
HGERS
1564
Householder Group Estate & Retirement Specialist
Arizona
$72K +$4.69K +76 +7%
TCOV
1565
Trust Company of Vermont
Vermont
$71.3K +$8.32K +135 +14%
IRAG
1566
Investment Research & Advisory Group
Georgia
$70.3K – – –
GIS
1567
Grayhawk Investment Strategies
Alberta, Canada
$69.8K – – –
TSWM
1568
Tyler-Stone Wealth Management
Ohio
$69.4K +$185 +3 +0.3%
AWM
1569
Ameliora Wealth Management
Switzerland
$69.2K – – –
RA
1570
Rise Advisors
New York
$68.5K +$6.66K +108 +11%
PP
1571
Pacifica Partners
Canada
$66.2K +$8.2K +133 +15%
ECM
1572
EMC Capital Management
Texas
$64K – – –
GKIM
1573
GW&K Investment Management
Massachusetts
$64K +$13.1K +212 +27%
CSC
1574
Caldwell Sutter Capital
California
$63.5K – – –
CPBTD
1575
Central Pacific Bank - Trust Division
Hawaii
$63.5K – – –
61 62
63
64 65