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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
1901
Infrastructure Capital Advisors
New York
– -$286K -4,000 Closed
TCM
1902
Tuttle Capital Management
Connecticut
– -$278K -3,966 Closed
BW
1903
Bison Wealth
Georgia
– -$277K -3,944 Closed
SFWA
1904
Summit Financial Wealth Advisors
Louisiana
– -$274K -3,900 Closed
PFC
1905
Phocas Financial Corp
California
– -$271K -3,857 Closed
NGA
1906
Naples Global Advisors
Florida
– -$264K -3,766 Closed
WGAM
1907
Wilkinson Global Asset Management
New York
– -$264K -3,765 Closed
SC
1908
Sepio Capital
Utah
– -$264K -3,755 Closed
BIP
1909
Blueprint Investment Partners
North Carolina
– -$254K -3,622 Closed
PFWA
1910
Paces Ferry Wealth Advisors
Georgia
– -$254K -3,619 Closed
BBA
1911
BLB&B Advisors
Pennsylvania
– -$253K -3,598 Closed
PA
1912
Procyon Advisors
Connecticut
– -$251K -3,583 Closed
CCFM
1913
Clear Creek Financial Management
Washington
– -$249K -3,544 Closed
LFA
1914
Landmark Financial Advisors
Kentucky
– -$256K -3,523 Closed
RFMS
1915
RWQ Financial Management Services
Florida
– -$232K -3,300 Closed
RPWA
1916
Regent Peak Wealth Advisors
Georgia
– -$231K -3,285 Closed
RWA
1917
Ropes Wealth Advisors
Massachusetts
– -$229K -3,270 Closed
WAG
1918
Winthrop Advisory Group
Massachusetts
– -$229K -3,266 Closed
BHC
1919
Bowen Hanes & Co
Florida
– -$226K -3,220 Closed
NJBEST
1920
New Jersey Better Educational Savings Trust
New Jersey
– -$225K -3,211 Closed
SWM
1921
Stockman Wealth Management
Montana
– -$225K -3,205 Closed
LDB
1922
Lee, Danner & Bass
Tennessee
– -$223K -3,175 Closed
SICM
1923
Sustainable Insight Capital Management
New York
– -$223K -3,171 Closed
GRP
1924
Global Retirement Partners
California
– -$222K -3,161 Closed
RWB
1925
RMR Wealth Builders
New Jersey
– -$220K -3,135 Closed
75 76
77
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