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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ARIS
1701
Advanced Research Investment Solutions
California
$7K +$8.15K +132 New
CWAF
1702
Core Wealth Advisors (Florida)
Florida
$6K -$49.4K -800 -87%
ST
1703
Sageworth Trust
Pennsylvania
$6K -$6.98K -113 -50%
CCM
1704
Cribstone Capital Management
Maine
$6K – – –
JWBC
1705
John W. Brooker & Co
California
$6K – – –
POIA
1706
Pin Oak Investment Advisors
Texas
$6K – – –
ME
1707
McIlrath & Eck
Washington
$6K +$7.04K +114 New
GKIM
1708
GW&K Investment Management
Massachusetts
$6K +$7.29K +118 New
RFWA
1709
RPg Family Wealth Advisory
Massachusetts
$5.87K +$6.79K +110 New
HRC
1710
Hoertkorn Richard Charles
$5K -$3.24M -52,510 -100%
DI
1711
Disciplined Investments
Oklahoma
$5K -$20.4K -330 -78%
BWL
1712
Bogart Wealth LLC
Virginia
$5K -$1.36K -22 -18%
JC
1713
JCSD Capital
California
$5K – – –
SC
1714
Siena Capital
Ohio
$5K +$6.18K +100 New
AA
1715
AlphaMark Advisors
Kentucky
$4K -$3.09K -50 -38%
EI
1716
Ellevest Inc
New York
$4K -$2.1K -34 -31%
NC
1717
NewSquare Capital
Pennsylvania
$4K – – –
PSB
1718
Piscataqua Savings Bank
New Hampshire
$4K – – –
PFA
1719
Professional Financial Advisors
Nebraska
$4K – – –
TIM
1720
Tevis Investment Management
Texas
$4K – – –
WCMN
1721
Westchester Capital Management (Nebraska)
Nebraska
$4K – – –
CAGAS
1722
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.08K +66 New
ACK
1723
Andrew C. Karlinski
$4K +$4.32K +70 New
HBW
1724
Hazlett, Burt & Watson
West Virginia
$4K +$4.88K +79 New
KFP
1725
KB Financial Partners
New Jersey
$3K -$40.5K -656 -91%
67 68
69
70 71