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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1676
ClariVest Asset Management
California
$20K -$783K -10,595 -98%
VCM
1677
Versant Capital Management
Arizona
$20K – – –
RWM
1678
Raffa Wealth Management
District of Columbia
$20K – – –
CTB
1679
Country Trust Bank
Illinois
$19K -$887 -12 -5%
AWM
1680
Avondale Wealth Management
Texas
$19K – – –
TWP
1681
TFO Wealth Partners
Ohio
$19K +$18.5K +250 New
FBT
1682
First Bank & Trust
South Dakota
$18K – – –
LGWM
1683
Litman Gregory Wealth Management
California
$18K – – –
AWM
1684
Atticus Wealth Management
Florida
$18K +$16.8K +228 New
ONST
1685
Old North State Trust
North Carolina
$17K – – –
WLPWM
1686
Walled Lake Planning & Wealth Management
Illinois
$16K +$14.8K +200 New
SFG
1687
Sowa Financial Group
Rhode Island
$16K +$14.9K +202 New
HR
1688
Howe & Rusling
New York
$15K -$12.6K -170 -48%
SNT
1689
Security National Trust
West Virginia
$15K – – –
LFG
1690
LifePlan Financial Group
Ohio
$14K – – –
JAM
1691
JCIC Asset Management
Ontario, Canada
$14K +$10.9K +147 +445%
TFA
1692
Tobias Financial Advisors
Florida
$14K +$13.2K +178 New
KFS
1693
Kelly Financial Services
Massachusetts
$13.6K – – –
WCM
1694
Wealthcare Capital Management
Virginia
$13K +$12K +163 New
FEG
1695
Financial Enhancement Group
Indiana
$12K +$1.11K +15 +11%
AIL
1696
AGF Investments LLC
Ontario, Canada
$11K -$124K -1,683 -93%
WWM
1697
Willingdon Wealth Management
North Carolina
$10K -$3.18K -43 -25%
AIS
1698
Accurate Investment Solutions
Pennsylvania
$10K +$8.35K +113 +1,027%
RA
1699
Rational Advisors
New York
$9K -$265K -3,580 -97%
NIM
1700
NuWave Investment Management
New Jersey
$9K -$94.6K -1,281 -92%
66 67
68
69 70