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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1101
Harmony Asset Management
Arizona
$971K -$361 -5 -0%
DTL
1102
Dynamic Technology Lab
Singapore
$960K -$205K -2,838 -20%
LCM
1103
Lazari Capital Management
California
$958K -$43.4K -601 -5%
IFG
1104
Independent Financial Group
California
$945K -$125K -1,735 -14%
GCM
1105
Gallacher Capital Management
Colorado
$943K +$213K +2,947 +36%
BIM
1106
Bridges Investment Management
Nebraska
$937K +$171K +2,372 +27%
NEAM
1107
New England Asset Management
Connecticut
$937K – – –
AOCA
1108
Angel Oak Capital Advisors
Georgia
$936K -$217K -3,000 -21%
VSQM
1109
V-Square Quantitative Management
Illinois
$929K +$55.5K +768 +8%
GAG
1110
GM Advisory Group
New York
$922K +$783K +10,829 New
KWA
1111
Kingswood Wealth Advisors
California
$920K -$38.6K -534 -5%
CAG
1112
Crestwood Advisors Group
Massachusetts
$918K -$2.75K -38 -0.4%
CLA
1113
Carnegie Lake Advisors
New Jersey
$917K -$28.6K -395 -4%
LWL
1114
Leo Wealth LLC
Texas
$917K +$220K +3,041 +39%
GG
1115
Gleason Group
Kentucky
$916K +$5.86K +81 +0.8%
VCA
1116
Verdence Capital Advisors
Maryland
$915K +$20.6K +285 +3%
ACI
1117
Alpha Cubed Investments
California
$914K +$42K +581 +6%
CWM
1118
Cornerstone Wealth Management
Missouri
$910K +$47.1K +652 +6%
KFP
1119
KMG Fiduciary Partners
Ohio
$909K -$135K -1,871 -15%
GC
1120
GFG Capital
Florida
$909K -$786K -10,877 -50%
FFL
1121
Future Fund LLC
Illinois
$908K +$71.4K +988 +10%
MLA
1122
My Legacy Advisors
Oregon
$907K +$33.3K +460 +5%
QWM
1123
Quadcap Wealth Management
Texas
$907K +$2.82K +39 +0.4%
CAG
1124
Csenge Advisory Group
Florida
$905K +$58.2K +805 +7%
GIM
1125
Guardian Investment Management
California
$904K – – –
43 44
45
46 47