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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1626
Annapolis Financial Services
Maryland
$18K – – –
IP
1627
Isthmus Partners
Wisconsin
$18K +$18.5K +250 New
SCA
1628
Stuart Chaussee & Associates
California
$17K – – –
VFIC
1629
Valley Forge Investment Consultants
Pennsylvania
$17K – – –
FFA
1630
Freedman Financial Associates
Massachusetts
$17K +$148 +2 +0.8%
CTB
1631
Country Trust Bank
Illinois
$16K – – –
AFG
1632
Albion Financial Group
Utah
$16K +$16.8K +227 New
PWP
1633
Personal Wealth Partners
Minnesota
$16K +$17.2K +232 New
WLPWM
1634
Walled Lake Planning & Wealth Management
Illinois
$14K – – –
AWM
1635
Atticus Wealth Management
Florida
$14K +$74 +1 +0.5%
CYG
1636
Clean Yield Group
Vermont
$14K +$14.8K +200 New
MA
1637
Modus Advisors
Minnesota
$14K +$14.8K +200 New
CB
1638
Community Bank
New York
$12K -$1.78K -24 -12%
RIM
1639
Rockbridge Investment Management
New York
$12K -$74 -1 -0.6%
HFA
1640
Hoover Financial Advisors
Pennsylvania
$11K -$1.63K -22 -13%
BFC
1641
Bedel Financial Consulting
Indiana
$11K – – –
GWSG
1642
GPS Wealth Strategies Group
Colorado
$11K – – –
PG
1643
Proffitt & Goodson
Tennessee
$11K – – –
TCM
1644
Tradewinds Capital Management
Washington
$11K – – –
BWP
1645
Baldwin Wealth Partners
Massachusetts
$11K +$1.85K +25 +20%
CC
1646
Corsicana & Co
Texas
$11K +$11.8K +159 New
MS
1647
Mizuho Securities
Japan
$10K -$222 -3 -2%
FEG
1648
Financial Enhancement Group
Indiana
$10K – – –
SNT
1649
Security National Trust
West Virginia
$10K – – –
FIA
1650
FNY Investment Advisers
New York
$10K +$7.4K +100 +200%
64 65
66
67 68