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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1226
Resurgent Financial Advisors
Georgia
$251K +$298K +6,025 New
RCM
1227
Requisite Capital Management
Texas
$249K +$46.1K +934 +19%
1WA
1228
180 Wealth Advisors
Washington
$248K -$15.4K -311 -5%
MTIM
1229
Marathon Trading Investment Management
Pennsylvania
$248K +$7.51K +152 +3%
MWM
1230
Modera Wealth Management
New Jersey
$247K -$44.8K -907 -13%
EVC
1231
Eidelman Virant Capital
Missouri
$247K – – –
CLOS
1232
Compagnie Lombard Odier SCmA
Switzerland
$245K – – –
IA
1233
IFG Advisors
Missouri
$245K +$3.11K +63 +1%
SIA
1234
Sage Investment Advisers
New York
$245K +$35.9K +727 +14%
EGA
1235
Eagle Global Advisors
Texas
$244K -$74.1K -1,500 -20%
CWM
1236
Calamos Wealth Management
Illinois
$244K -$30.9K -626 -10%
XSC
1237
X-Square Capital
Puerto Rico
$244K +$10.2K +206 +4%
SIAG
1238
Safeguard Investment Advisory Group
California
$244K +$290K +5,869 New
DCM
1239
Dupont Capital Management
Delaware
$242K -$36.1K -730 -11%
CIA
1240
Caerus Investment Advisors
Texas
$242K – – –
LCM
1241
Lewis Capital Management
California
$242K – – –
CF
1242
Clarity Financial
Texas
$242K +$35K +709 +14%
GWM
1243
Gray Wealth Management
Maine
$241K +$31.3K +633 +12%
TWM
1244
Thrive Wealth Management
Pennsylvania
$239K +$283K +5,734 New
GAM
1245
Grandview Asset Management
Pennsylvania
$238K -$21.6K -438 -7%
LI
1246
LVZ Inc
Michigan
$236K +$12.6K +255 +5%
PCM
1247
Pointe Capital Management
Michigan
$232K -$58.4K -1,183 -18%
DP
1248
DDD Partners
Washington
$231K – – –
RWP
1249
Revolve Wealth Partners
New Jersey
$231K +$7.31K +148 +3%
KCM
1250
Kathmere Capital Management
Pennsylvania
$231K +$29.7K +601 +12%
48 49
50
51 52