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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1251
Golden State Wealth Management
California
$366K -$79.8K -1,078 -17%
DAS
1252
Dynamic Advisor Solutions
Arizona
$366K +$31.1K +421 +9%
CCMG
1253
Clark Capital Management Group
Pennsylvania
$363K -$15.3K -207 -4%
OR
1254
Olympiad Research
Connecticut
$362K -$104K -1,409 -22%
KAM
1255
Knightsbridge Asset Management
California
$359K +$2.44K +33 +0.7%
PA
1256
PSI Advisors
Florida
$359K +$139K +1,875 +59%
LF
1257
Lantz Financial
Illinois
$358K – – –
WT
1258
Washington Trust
Rhode Island
$358K +$2K +27 +0.5%
SP
1259
Successful Portfolios
Florida
$358K +$7.4K +100 +2%
XSC
1260
X-Square Capital
Puerto Rico
$357K +$46.8K +632 +14%
FAIM
1261
Financial Advocates Investment Management
Washington
$355K -$103K -1,394 -22%
CF
1262
Clarity Financial
Texas
$354K -$159K -2,146 -30%
HA
1263
Harbor Advisors
Florida
$354K – – –
ICA
1264
Infrastructure Capital Advisors
New York
$354K +$370K +5,001 New
GWCM
1265
Godshalk Welsh Capital Management
Pennsylvania
$353K +$7.4K +100 +2%
ACS
1266
Archford Capital Strategies
Illinois
$353K +$369K +4,993 New
OIA
1267
Optimum Investment Advisors
Illinois
$352K -$14.8K -200 -4%
AWM
1268
Apollon Wealth Management
South Carolina
$352K -$9.62K -130 -3%
AIA
1269
Affinity Investment Advisors
California
$351K – – –
LC
1270
Lindbrook Capital
California
$349K -$20.7K -280 -5%
VCM
1271
Virtue Capital Management
Tennessee
$349K +$103K +1,393 +39%
WCM
1272
Whitener Capital Management
North Carolina
$348K – – –
WA
1273
WBH Advisory
Maryland
$348K +$4K +54 +1%
BCA
1274
Berman Capital Advisors
Georgia
$348K +$90.2K +1,219 +33%
NCP
1275
NexWave Capital Partners
New York
$346K -$44.8K -605 -11%
49 50
51
52 53