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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2151
Millstone Evans Group
Colorado
$159K – – –
AT
2152
Avalon Trust
New Mexico
$159K +$114K +1,000 +250%
LFASL
2153
Lugano Financial Advisors SA (LFA)
Switzerland
$158K – – –
MMG
2154
Monetary Management Group
Missouri
$156K – – –
BIA
2155
Bell Investment Advisors
California
$155K -$456 -4 -0.3%
SWM
2156
SHP Wealth Management
Massachusetts
$152K -$79.6K -699 -34%
HIMS
2157
Hager Investment Management Services
New Hampshire
$151K -$14.8K -130 -9%
PP
2158
PFS Partners
New Jersey
$150K -$456 -4 -0.3%
CB
2159
CNB Bank
Pennsylvania
$149K -$10.5K -92 -7%
OCM
2160
Osterweis Capital Management
California
$149K – – –
SN
2161
Sittner & Nelson
Oregon
$144K -$38.8K -341 -21%
HDIM
2162
Hanson & Doremus Investment Management
Vermont
$144K – – –
DIP
2163
DT Investment Partners
Pennsylvania
$142K – – –
BAM
2164
Byrne Asset Management
New Jersey
$140K +$141K +1,235 New
PIS
2165
POM Investment Strategies
North Carolina
$139K +$139K +1,222 New
EWP
2166
Elevation Wealth Partners
California
$136K +$797 +7 +0.6%
BCM
2167
Boreal Capital Management
Florida
$136K – – –
SWA
2168
SOA Wealth Advisors
New York
$135K -$11.2K -98 -8%
IRAG
2169
Investment Research & Advisory Group
Georgia
$135K +$683 +6 +0.5%
MA
2170
Montag & Associates
Georgia
$134K – – –
VWM
2171
Valley Wealth Managers
New Jersey
$134K +$134K +1,178 New
HCA
2172
Harbor Capital Advisors
Illinois
$129K -$24.9K -219 -16%
AAG
2173
Armstrong Advisory Group
Massachusetts
$129K -$1.14K -10 -0.9%
CPG
2174
Cornerstone Planning Group
New Jersey
$126K +$25.4K +223 +29%
BGAI
2175
Bruce G. Allen Investments
Colorado
$124K -$34.4K -302 -22%
85 86
87
88 89