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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1051
Dynamic Advisor Solutions
Arizona
$394K +$27.2K +598 +7%
BFS
1052
Bard Financial Services
Connecticut
$394K -$187K -4,125 -32%
AT
1053
Arvest Trust
Oklahoma
$394K -$2.09K -46 -0.5%
DWM
1054
Dorchester Wealth Management
Quebec, Canada
$393K -$6.81K -150 -2%
STA
1055
Summit Trail Advisors
New York
$391K -$79.8K -1,756 -17%
WW
1056
Waterfront Wealth
Kansas
$390K +$45 +1 +0%
WEG
1057
World Equity Group
Illinois
$390K -$5.41K -119 -1%
CWP
1058
Concord Wealth Partners
Virginia
$390K -$327K -7,209 -46%
TFCP
1059
Twin Focus Capital Partners
Massachusetts
$389K -$50.3K -1,108 -11%
PCM
1060
Parsons Capital Management
Rhode Island
$388K -$989K -21,773 -72%
KIA
1061
KCM Investment Advisors
California
$388K +$82K +1,806 +27%
VCM
1062
Virtue Capital Management
Tennessee
$387K +$389K +8,556 New
VBCG
1063
Valley Brook Capital Group
Pennsylvania
$386K – – –
WPW
1064
Waldron Private Wealth
Pennsylvania
$385K – – –
RPCA
1065
Running Point Capital Advisors
California
$384K +$409 +9 +0.1%
G
1066
GenTrust
Florida
$383K +$162K +3,561 +73%
TCWM
1067
Total Clarity Wealth Management
Illinois
$382K -$50.7K -1,117 -12%
IGWM
1068
ICA Group Wealth Management
Colorado
$382K -$175K -3,844 -31%
BBI
1069
Baxter Bros Inc
Connecticut
$382K -$45.3K -998 -11%
I
1070
InceptionR
California
$380K +$382K +8,409 New
PA
1071
Parallel Advisors
California
$379K -$43.9K -967 -10%
DWT
1072
Dorsey & Whitney Trust
South Dakota
$379K -$105K -2,321 -22%
MFG
1073
Merit Financial Group
Georgia
$376K +$60.4K +1,330 +19%
ACA
1074
Anchor Capital Advisors
Massachusetts
$375K -$61.6K -1,355 -14%
WAM
1075
WNY Asset Management
New York
$372K +$80.6K +1,775 +28%
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43
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