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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Power Wealth Management
Georgia
$579K +$499K +11,261 New
BRIA
977
Balanced Rock Investment Advisors
Massachusetts
$578K +$497K +11,235 New
SCTC
978
Sanibel Captiva Trust Company
Florida
$578K +$497K +11,233 New
WCM
979
Winthrop Capital Management
Indiana
$574K +$494K +11,156 New
MMPW
980
Mitchell McLeod Pugh & Williams
Alabama
$570K -$17.6K -398 -3%
FNBOMD
981
First National Bank of Mount Dora
Florida
$565K -$8.23K -186 -2%
EA
982
Everpar Advisors
Oklahoma
$564K +$486K +10,973 New
DMBA
983
Deseret Mutual Benefit Administrators
Utah
$563K -$116K -2,629 -19%
IB
984
Intrust Bank
Kansas
$560K +$42.3K +955 +10%
GI
985
GLOBALT Investments
Georgia
$556K +$479K +10,815 New
WIM
986
Westside Investment Management
California
$555K -$11.1K -250 -2%
CPC
987
Cookson Peirce & Co
Pennsylvania
$553K +$476K +10,743 New
BCG
988
Breakwater Capital Group
New Jersey
$552K +$67K +1,513 +17%
CGL
989
Clarius Group LLC
Washington
$547K -$4.38K -99 -0.9%
SPA
990
Sherbrooke Park Advisers
New York
$545K -$526K -11,877 -53%
IC
991
Inscription Capital
Texas
$544K +$170K +3,834 +57%
BFM
992
Boston Financial Management
Massachusetts
$542K – – –
TFCP
993
Twin Focus Capital Partners
Massachusetts
$541K -$310K -7,000 -40%
CAG
994
Csenge Advisory Group
Florida
$537K +$19.6K +443 +4%
TWM
995
Thrive Wealth Management
Pennsylvania
$537K +$98K +2,214 +27%
NIWA
996
New Insight Wealth Advisors
California
$536K +$462K +10,428 New
RWB
997
RMR Wealth Builders
New Jersey
$534K +$1.64K +37 +0.4%
CIA
998
Concurrent Investment Advisors
Florida
$530K +$457K +10,312 New
TIM
999
Tevis Investment Management
Texas
$528K +$455K +10,267 New
TCWA
1000
Turtle Creek Wealth Advisors
Texas
$517K +$445K +10,058 New
38 39
40
41 42