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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2151
Osterweis Capital Management
California
$149K – – –
SN
2152
Sittner & Nelson
Oregon
$144K -$38.8K -341 -21%
HDIM
2153
Hanson & Doremus Investment Management
Vermont
$144K – – –
DIP
2154
DT Investment Partners
Pennsylvania
$142K – – –
BAM
2155
Byrne Asset Management
New Jersey
$140K +$141K +1,235 New
PIS
2156
POM Investment Strategies
North Carolina
$139K +$139K +1,222 New
EWP
2157
Elevation Wealth Partners
California
$136K +$797 +7 +0.6%
BCM
2158
Boreal Capital Management
Florida
$136K – – –
SWA
2159
SOA Wealth Advisors
New York
$135K -$11.2K -98 -8%
IRAG
2160
Investment Research & Advisory Group
Georgia
$135K +$683 +6 +0.5%
MA
2161
Montag & Associates
Georgia
$134K – – –
VWM
2162
Valley Wealth Managers
New Jersey
$134K +$134K +1,178 New
HCA
2163
Harbor Capital Advisors
Illinois
$129K -$24.9K -219 -16%
AAG
2164
Armstrong Advisory Group
Massachusetts
$129K -$1.14K -10 -0.9%
CPG
2165
Cornerstone Planning Group
New Jersey
$126K +$25.4K +223 +29%
BGAI
2166
Bruce G. Allen Investments
Colorado
$124K -$34.4K -302 -22%
BG
2167
Bollard Group
Massachusetts
$124K +$14.6K +128 +13%
KA
2168
Kozak & Associates
Colorado
$119K +$2.05K +18 +2%
AWM
2169
Abound Wealth Management
Tennessee
$116K +$49.6K +436 +74%
SL
2170
Salomon & Ludwin
Virginia
$115K -$456 -4 -0.4%
VWA
2171
VSM Wealth Advisory
Maryland
$113K – – –
OCWP
2172
Owl Creek Wealth Partners
Colorado
$113K +$113K +995 New
BC
2173
Bayforest Capital
United Kingdom
$112K +$24.4K +214 +28%
ACM
2174
Anfield Capital Management
California
$112K +$89.5K +786 +391%
PWA
2175
Physician Wealth Advisors
Utah
$110K +$6.49K +57 +6%
85 86
87
88 89