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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1101
Mount Vernon Associates
Maryland
$549K -$30.9K -500 -5%
GWMR
1102
GC Wealth Management RIA
Massachusetts
$549K +$68.2K +1,103 +14%
AWM
1103
Alterna Wealth Management
Texas
$544K +$30.9K +500 +6%
ATC
1104
Adirondack Trust Company
New York
$544K -$7.17K -116 -1%
AAIS
1105
ABN AMRO Investment Solutions
$542K – – –
PIA
1106
Powell Investment Advisors
Florida
$540K +$9.83K +159 +2%
BWG
1107
Beta Wealth Group
California
$540K +$25.1K +406 +5%
GCM
1108
Gallacher Capital Management
Colorado
$538K +$532K +8,601 New
CIA
1109
Cohen Investment Advisors
New Hampshire
$538K -$2M -32,384 -79%
CF
1110
Centaurus Financial
California
$538K +$52.1K +842 +11%
WANY
1111
Wealthspire Advisors (New York)
New York
$537K +$284K +4,594 +116%
LA
1112
LBP AM
France
$534K -$5.19M -83,965 -91%
6F
1113
626 Financial
Michigan
$533K +$1.18K +19 +0.2%
BSTWA
1114
Blake Schutter Theil Wealth Advisors
Ohio
$532K +$526K +8,502 New
AFAS
1115
Acorn Financial Advisory Services
Virginia
$527K +$2.6K +42 +0.5%
IBOK
1116
Independence Bank of Kentucky
Kentucky
$525K +$401K +6,480 +339%
RA
1117
RFG Advisory
Alabama
$525K -$27.6K -446 -5%
FPB
1118
First PREMIER Bank
South Dakota
$522K -$123K -1,983 -19%
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$517K +$28.5K +461 +6%
RAM
1120
Ramirez Asset Management
New York
$516K – – –
LFG
1121
Larson Financial Group
Missouri
$513K +$224K +3,619 +79%
BCM
1122
Brookstone Capital Management
Illinois
$512K +$141K +2,274 +39%
DBIA
1123
Dumont & Blake Investment Advisors
New Jersey
$510K -$488K -7,888 -49%
LI
1124
LVZ Inc
Michigan
$510K +$125K +2,020 +33%
JSW
1125
Journey Strategic Wealth
New Jersey
$510K -$405K -6,553 -45%
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