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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1951
Bell Investment Advisors
California
$127K -$6.17K -65 -5%
GCS
1952
Gordian Capital (Singapore)
Singapore
$127K -$114K -1,198 -49%
DIP
1953
DT Investment Partners
Pennsylvania
$127K – – –
MA
1954
Montag & Associates
Georgia
$125K -$1.61K -17 -1%
DJSG
1955
D.J. St. Germain
Massachusetts
$124K -$7.12K -75 -6%
BCM
1956
Boreal Capital Management
Florida
$121K +$9.49K +100 +9%
TCOV
1957
Trust Company of Vermont
Vermont
$121K +$13.9K +146 +14%
AWM
1958
Activest Wealth Management
Florida
$119K +$24.1K +254 +28%
IRAG
1959
Investment Research & Advisory Group
Georgia
$118K +$1.52K +16 +1%
EWP
1960
Elevation Wealth Partners
California
$117K +$14.7K +155 +16%
WA
1961
WPG Advisers
Maryland
$117K +$38.5K +406 +54%
RA
1962
Rise Advisors
New York
$115K -$661K -6,965 -86%
AAG
1963
Armstrong Advisory Group
Massachusetts
$114K +$95 +1 +0.1%
SHM
1964
Sagard Holdings Management
Ontario, Canada
$112K – – –
BBPWM
1965
Blue Bell Private Wealth Management
Pennsylvania
$111K +$32.5K +343 +46%
PGAM
1966
Princeton Global Asset Management
New Jersey
$104K +$46.3K +488 +90%
TPBG
1967
Turning Point Benefit Group
Maryland
$104K +$100K +1,054 New
ECM
1968
EMC Capital Management
Texas
$102K – – –
FCMT
1969
Founders Capital Management (Texas)
Texas
$102K -$38K -400 -29%
SC
1970
Solstein Capital
California
$102K – – –
VWA
1971
VSM Wealth Advisory
Maryland
$102K – – –
CB
1972
Community Bank
New York
$101K +$94.5K +996 New
SL
1973
Salomon & Ludwin
Virginia
$101K +$34.3K +361 +54%
KA
1974
Kozak & Associates
Colorado
$99.8K +$10.5K +111 +12%
BG
1975
Bollard Group
Massachusetts
$97K +$380 +4 +0.4%