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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1101
PDS Planning
Ohio
$352K +$43.4K +926 +14%
CRC
1102
Curi RMB Capital
Illinois
$351K +$9.41K +201 +3%
LTI
1103
Laffer Tengler Investments
Tennessee
$351K +$843 +18 +0.2%
NL
1104
NWAM LLC
Washington
$350K -$12.1K -259 -3%
DAM
1105
Delta Asset Management
Tennessee
$347K – – –
IWM
1106
IHT Wealth Management
Illinois
$347K -$18.1K -387 -5%
BHPW
1107
Beverly Hills Private Wealth
California
$346K +$75K +1,602 +27%
WWM
1108
Western Wealth Management
Colorado
$346K -$57K -1,216 -14%
BWM
1109
Buckley Wealth Management
Nevada
$346K +$352K +7,515 New
CA
1110
Claro Advisors
Massachusetts
$345K +$8.06K +172 +2%
CD
1111
Chapin Davis
Maryland
$344K -$1.64K -35 -0.5%
CAM
1112
Cozad Asset Management
Illinois
$342K -$1.25M -26,762 -78%
KCM
1113
Kathmere Capital Management
Pennsylvania
$342K +$41.2K +880 +13%
BLC
1114
Brown, Lisle/Cummings
Rhode Island
$341K – – –
LAM
1115
Lakewood Asset Management
Illinois
$341K +$2.11K +45 +0.6%
9WM
1116
9258 Wealth Management
Ohio
$341K +$5.11K +109 +1%
NP
1117
NorthRock Partners
Minnesota
$337K -$77.8K -1,661 -18%
FFN
1118
Focus Financial Network
Minnesota
$337K -$64.8K -1,383 -16%
NRG
1119
Nemes Rush Group
Michigan
$335K +$341K +7,273 New
DA
1120
DCF Advisers
Connecticut
$334K +$340K +7,250 New
SMA
1121
Seven Mile Advisory
New Jersey
$334K +$340K +7,249 New
TW
1122
TrinityPoint Wealth
Connecticut
$332K – – –
XWM
1123
Xcel Wealth Management
Florida
$332K +$422 +9 +0.1%
CHJWM
1124
Carlton Hofferkamp & Jenks Wealth Management
Texas
$330K -$209K -4,470 -38%
KFA
1125
Kelleher Financial Advisors
New York
$328K +$94 +2 +0%
43 44
45
46 47