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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1676
Frisch Financial Group
New York
$235K +$199K +2,757 New
CFG
1677
Carter Financial Group
Illinois
$235K +$199K +2,759 New
FWP
1678
FAS Wealth Partners
Kansas
$235K +$199K +2,758 New
HIA
1679
Harbor Investment Advisory
Maryland
$233K -$13.4K -185 -6%
FNC
1680
First National Corp
Massachusetts
$233K -$13.6K -188 -6%
OC
1681
Oakworth Capital
Alabama
$232K -$5.64K -78 -3%
KFGK
1682
Keystone Financial Group (Kentucky)
Kentucky
$232K -$14.9K -206 -7%
DSC
1683
Duncker Streett & Co
Missouri
$231K – – –
FWP
1684
Falcon Wealth Planning
California
$230K +$195K +2,703 New
SWMP
1685
Signature Wealth Management Partners
New Jersey
$230K -$26.2K -362 -12%
PAA
1686
Peregrine Asset Advisers
Oregon
$229K +$195K +2,696 New
SP
1687
Stonebrook Private
Michigan
$229K +$194K +2,690 New
ACM
1688
Arcataur Capital Management
Wisconsin
$228K +$194K +2,683 New
MCCA
1689
Mill Creek Capital Advisors
Pennsylvania
$228K -$19.5K -270 -9%
DI
1690
Diligent Investors
California
$228K +$194K +2,680 New
BB
1691
Bell Bank
North Dakota
$227K +$193K +2,671 New
TBNY
1692
Trustco Bank (New York)
New York
$227K +$193K +2,667 New
CSA
1693
Cottage Street Advisors
Massachusetts
$226K +$192K +2,652 New
BAM
1694
Blueshift Asset Management
New Jersey
$225K -$600K -8,302 -76%
ARC
1695
Advisor Resource Council
Texas
$224K -$2.44M -33,765 -93%
AF
1696
Atala Financial
California
$223K – – –
WAL
1697
W Advisors LLC
Tennessee
$222K +$189K +2,612 New
OWA
1698
Octavia Wealth Advisors
Ohio
$222K -$24.4K -337 -11%
AM
1699
AGF Management
Ontario, Canada
$222K -$179K -2,482 -49%
AA
1700
Addison Advisors
Vermont
$222K +$29.6K +409 +19%
66 67
68
69 70