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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
Transform Wealth
Colorado
$392K -$146K -2,360 -24%
EGA
1202
Eagle Global Advisors
Texas
$392K -$22.8K -369 -5%
JE
1203
JMAC Enterprises
Pennsylvania
$391K -$30.9K -500 -6%
BCM
1204
Boltwood Capital Management
California
$387K -$33.7K -545 -7%
ADL
1205
Asset Dedication LLC
California
$386K -$6.86K -111 -2%
AIM
1206
Aspen Investment Management
Michigan
$386K -$3.09K -50 -0.7%
EWM
1207
EPG Wealth Management
Georgia
$385K +$49.6K +803 +13%
KFA
1208
Kelleher Financial Advisors
New York
$384K +$62 +1 +0%
KPW
1209
Kore Private Wealth
New York
$384K +$65.8K +1,066 +17%
VVP
1210
Venture Visionary Partners
Ohio
$383K -$805K -13,027 -64%
OTL
1211
Oak Thistle LLC
New York
$383K +$144K +2,337 +48%
AAP
1212
Arax Advisory Partners
Colorado
$382K -$74.7K -1,210 -14%
EWA
1213
Exencial Wealth Advisors
Oklahoma
$382K +$28.4K +460 +7%
IAG
1214
Investmark Advisory Group
Connecticut
$381K +$3.09K +50 +0.7%
EI
1215
Ethic Inc
New York
$380K -$124K -2,003 -22%
CWM
1216
Calamos Wealth Management
Illinois
$379K -$7.17K -116 -2%
PWM
1217
Prentice Wealth Management
New York
$379K +$1.73K +28 +0.4%
SAM
1218
SP Asset Management
California
$378K +$3.4K +55 +0.8%
BPGAM
1219
BTG Pactual Global Asset Management
Bermuda
$378K +$437K +7,070 New
PFPT
1220
Pinnacle Financial Partners (Tennessee)
Tennessee
$377K -$178K -2,875 -29%
ECM
1221
Evergreen Capital Management
Washington
$376K +$73.3K +1,186 +20%
TPWA
1222
TRUE Private Wealth Advisors
Oregon
$375K -$163K -2,644 -27%
WPC
1223
Wedmont Private Capital
Pennsylvania
$371K +$189K +3,064 +77%
AF
1224
Allworth Financial
California
$370K -$80.1K -1,297 -16%
IWM
1225
IHT Wealth Management
Illinois
$369K -$2.72K -44 -0.6%
47 48
49
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