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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1251
Lynch Asset Management
Pennsylvania
$262K -$974K -22,000 -81%
AA
1252
Alta Advisers
United Kingdom
$262K – – –
CWP
1253
CFM Wealth Partners
Texas
$262K -$12.9K -291 -5%
OL
1254
OneFund LLC
Florida
$260K +$224K +5,061 New
EWM
1255
EPG Wealth Management
Georgia
$260K -$753 -17 -0.3%
OIM
1256
Orca Investment Management
Oregon
$258K – – –
CPA
1257
Court Place Advisors
Maryland
$257K +$221K +5,003 New
LAM
1258
Lifestyle Asset Management
Texas
$257K -$16.5K -372 -7%
HA
1259
Harbor Advisors
Florida
$257K – – –
MSFS
1260
Main Street Financial Solutions
Pennsylvania
$256K -$14.7K -331 -6%
AWE
1261
Avidian Wealth Enterprises
Texas
$256K -$11.6K -261 -5%
PP
1262
Pingora Partners
Wyoming
$255K +$220K +4,960 New
FAIM
1263
Financial Advocates Investment Management
Washington
$255K +$219K +4,949 New
PWM
1264
Prentice Wealth Management
New York
$253K +$218K +4,924 New
RIM
1265
Redwood Investment Management
Arizona
$253K +$217K +4,909 New
TA
1266
TrueWealth Advisors
Alabama
$253K +$218K +4,915 New
PVI
1267
Pine Valley Investments
New Jersey
$251K -$1.55K -35 -0.7%
RZH
1268
Relyea Zuckerberg Hanson
Connecticut
$250K +$215K +4,852 New
WAG
1269
Wallace Advisory Group
California
$247K +$23.6K +532 +10%
ACG
1270
Allen Capital Group
Nebraska
$246K +$212K +4,781 New
RL
1271
Rogco LP
Oklahoma
$246K +$127K +2,867 +150%
HKIM
1272
Hayek Kallen Investment Management
Alabama
$245K -$21.5K -486 -9%
GAM
1273
Grandview Asset Management
Pennsylvania
$245K -$8.77K -198 -4%
RIM
1274
Rakuten Investment Management
Japan
$244K +$210K +4,741 New
SWA
1275
Sightline Wealth Advisors
Connecticut
$244K +$210K +4,741 New
49 50
51
52 53