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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1676
First Bank & Trust
South Dakota
$18K – – –
LGWM
1677
Litman Gregory Wealth Management
California
$18K – – –
AWM
1678
Atticus Wealth Management
Florida
$18K +$16.8K +228 New
ONST
1679
Old North State Trust
North Carolina
$17K – – –
WLPWM
1680
Walled Lake Planning & Wealth Management
Illinois
$16K +$14.8K +200 New
SFG
1681
Sowa Financial Group
Rhode Island
$16K +$14.9K +202 New
HR
1682
Howe & Rusling
New York
$15K -$12.6K -170 -48%
SNT
1683
Security National Trust
West Virginia
$15K – – –
LFG
1684
LifePlan Financial Group
Ohio
$14K – – –
JAM
1685
JCIC Asset Management
Ontario, Canada
$14K +$10.9K +147 +445%
TFA
1686
Tobias Financial Advisors
Florida
$14K +$13.2K +178 New
KFS
1687
Kelly Financial Services
Massachusetts
$13.6K – – –
WCM
1688
Wealthcare Capital Management
Virginia
$13K +$12K +163 New
FEG
1689
Financial Enhancement Group
Indiana
$12K +$1.11K +15 +11%
AIL
1690
AGF Investments LLC
Ontario, Canada
$11K -$124K -1,683 -93%
WWM
1691
Willingdon Wealth Management
North Carolina
$10K -$3.18K -43 -25%
AIS
1692
Accurate Investment Solutions
Pennsylvania
$10K +$8.35K +113 +1,027%
RA
1693
Rational Advisors
New York
$9K -$265K -3,580 -97%
NIM
1694
NuWave Investment Management
New Jersey
$9K -$94.6K -1,281 -92%
CFN
1695
Cordasco Financial Network
Florida
$9K – – –
JWBC
1696
John W. Brooker & Co
California
$9K +$7.98K +108 New
IWP
1697
IAG Wealth Partners
Wisconsin
$9K +$8.13K +110 New
GC
1698
Globeflex Capital
California
$8K – – –
SFA
1699
Semmax Financial Advisors
North Carolina
$8K – – –
VCM
1700
Vigilant Capital Management
Maine
$8K – – –
66 67
68
69 70