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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2326
DT Investment Partners
Pennsylvania
$175K – – –
MMG
2327
Monetary Management Group
Missouri
$175K -$16.3K -125 -9%
BGAI
2328
Bruce G. Allen Investments
Colorado
$174K +$18.7K +144 +13%
VC
2329
Vestor Capital
Illinois
$171K -$38.3M -294,069 -100%
AWM
2330
Activest Wealth Management
Florida
$169K -$60.3K -463 -28%
WAU
2331
Wellington-Altus USA
Manitoba, Canada
$168K -$59.9K -460 -24%
AI
2332
AXS Investments
New York
$168K -$37.9K -291 -20%
AF
2333
Aviso Financial
Ontario, Canada
$168K +$109K +836 +231%
MI
2334
Markowski Investments
Florida
$168K +$156K +1,198 New
BCM
2335
Boreal Capital Management
Florida
$167K – – –
IRAG
2336
Investment Research & Advisory Group
Georgia
$167K +$651 +5 +0.4%
SWA
2337
SOA Wealth Advisors
New York
$167K +$130 +1 +0.1%
SN
2338
Sittner & Nelson
Oregon
$166K -$10.7K -82 -6%
MA
2339
Montag & Associates
Georgia
$165K – – –
VWM
2340
Valley Wealth Managers
New Jersey
$165K – – –
APW
2341
Aventura Private Wealth
Florida
$162K +$39.4K +303 +36%
HIMS
2342
Hager Investment Management Services
New Hampshire
$158K -$25.9K -199 -15%
PWAM
2343
Private Wealth Asset Management
Iowa
$156K -$75.5K -580 -34%
OCWP
2344
Owl Creek Wealth Partners
Colorado
$149K +$9.11K +70 +7%
HCA
2345
Harbor Capital Advisors
Illinois
$147K -$11.5K -88 -8%
PWA
2346
Physician Wealth Advisors
Utah
$144K +$7.94K +61 +6%
BG
2347
Bollard Group
Massachusetts
$144K -$8.2K -63 -6%
TC
2348
Toews Corporation
New Jersey
$143K +$133K +1,019 New
RQS
2349
Ramsey Quantitative Systems
Kentucky
$140K -$130K -1,000 -50%
VWA
2350
VSM Wealth Advisory
Maryland
$140K – – –
92 93
94
95 96