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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2301
Lugano Financial Advisors SA (LFA)
Switzerland
$196K – – –
ABC
2302
Anchor Bay Capital
California
$193K +$185K +1,422 New
CM
2303
Caption Management
Oklahoma
$192K -$43.1K -331 -19%
MB
2304
MidFirst Bank
Oklahoma
$190K +$64.2K +493 +57%
PP
2305
PFS Partners
New Jersey
$188K +$2.6K +20 +2%
OCM
2306
Osterweis Capital Management
California
$184K – – –
CB
2307
CNB Bank
Pennsylvania
$184K -$391 -3 -0.2%
SWM
2308
SHP Wealth Management
Massachusetts
$180K -$6.51K -50 -4%
AAG
2309
Armstrong Advisory Group
Massachusetts
$178K +$17.6K +135 +12%
DIP
2310
DT Investment Partners
Pennsylvania
$175K – – –
MMG
2311
Monetary Management Group
Missouri
$175K -$16.3K -125 -9%
BGAI
2312
Bruce G. Allen Investments
Colorado
$174K +$18.7K +144 +13%
AWM
2313
Activest Wealth Management
Florida
$169K -$60.3K -463 -28%
AI
2314
AXS Investments
New York
$168K -$37.9K -291 -20%
AF
2315
Aviso Financial
Ontario, Canada
$168K +$109K +836 +231%
MI
2316
Markowski Investments
Florida
$168K +$156K +1,198 New
BCM
2317
Boreal Capital Management
Florida
$167K – – –
IRAG
2318
Investment Research & Advisory Group
Georgia
$167K +$651 +5 +0.4%
SWA
2319
SOA Wealth Advisors
New York
$167K +$130 +1 +0.1%
SN
2320
Sittner & Nelson
Oregon
$166K -$10.7K -82 -6%
MA
2321
Montag & Associates
Georgia
$165K – – –
VWM
2322
Valley Wealth Managers
New Jersey
$165K – – –
APW
2323
Aventura Private Wealth
Florida
$162K +$39.4K +303 +36%
HIMS
2324
Hager Investment Management Services
New Hampshire
$158K -$25.9K -199 -15%
PWAM
2325
Private Wealth Asset Management
Iowa
$156K -$75.5K -580 -34%
91 92
93
94 95