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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
Sherman Asset Management
California
$105K +$101K +1,497 New
USB
1702
Union Savings Bank
Connecticut
$104K – – –
GWSG
1703
GPS Wealth Strategies Group
Colorado
$102K -$100K -1,491 -51%
HWA
1704
Heritage Wealth Advisors
Virginia
$102K +$337 +5 +0.3%
MEG
1705
Millstone Evans Group
Colorado
$98.8K +$94.6K +1,403 New
MSG
1706
Main Street Group
Virginia
$98.7K -$27K -400 -22%
FCMT
1707
Founders Capital Management (Texas)
Texas
$98.5K – – –
LFASL
1708
Lugano Financial Advisors SA (LFA)
Switzerland
$98.5K – – –
EB
1709
Eastern Bank
Massachusetts
$97.8K – – –
HWM
1710
Hemington Wealth Management
Virginia
$97K +$9.17K +136 +11%
HCA
1711
Heck Capital Advisors
Wisconsin
$96.8K +$92.7K +1,375 New
CIAS
1712
CBIZ Investment Advisory Services
Ohio
$95.2K +$4.25K +63 +5%
MTC
1713
Matrix Trust Company
Colorado
$95K +$75.9K +1,126 +492%
EBA
1714
Eagle Bay Advisors
New York
$94.4K -$21.6K -320 -19%
SWA
1715
SOA Wealth Advisors
New York
$93.3K +$202 +3 +0.2%
AAG
1716
Armstrong Advisory Group
Massachusetts
$92.6K +$14K +208 +19%
AA
1717
Ancora Advisors
Ohio
$92.4K -$7.62K -113 -8%
JFGIW
1718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$560K -8,309 -88%
APW
1719
Aventura Private Wealth
Florida
$89.9K +$86.1K +1,277 New
RTC
1720
Riverview Trust Company
Washington
$89K – – –
DIP
1721
DT Investment Partners
Pennsylvania
$88.1K – – –
NA
1722
Nordwand Advisors
Pennsylvania
$88K – – –
MA
1723
Montag & Associates
Georgia
$87.9K – – –
AWM
1724
Activest Wealth Management
Florida
$86.6K -$109K -1,619 -57%
SC
1725
Solstein Capital
California
$86.2K – – –
67 68
69
70 71