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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
Stratos Investment Management
Ohio
$366K -$25.7K -387 -6%
AWA
1302
Arete Wealth Advisors
Illinois
$366K +$29.3K +441 +7%
AWE
1303
Avidian Wealth Enterprises
Texas
$366K +$402K +6,053 New
PCMC
1304
Private Capital Management (Colorado)
Colorado
$365K -$56.1K -843 -12%
LWM
1305
Laidlaw Wealth Management
New York
$365K +$402K +6,039 New
HWIS
1306
Hancock Whitney Investment Services
Louisiana
$363K +$401K +6,037 New
NW
1307
NewEdge Wealth
Pennsylvania
$361K -$94.7K -1,425 -19%
CS
1308
Capital Square
Tennessee
$361K -$76.3K -1,148 -17%
GAM
1309
Grandview Asset Management
Pennsylvania
$361K +$398K +5,980 New
DIM
1310
DC Investments Management
Virginia
$360K +$397K +5,965 New
BCP
1311
Berkeley Capital Partners
Georgia
$358K +$82.6K +1,243 +27%
TWA
1312
TCI Wealth Advisors
Arizona
$357K -$46.7K -702 -11%
PPP
1313
Private Portfolio Partners
New Jersey
$356K +$392K +5,903 New
ECM
1314
Evergreen Capital Management
Washington
$353K -$40.7K -612 -9%
AIA
1315
Angeles Investment Advisors
California
$352K +$31.3K +470 +9%
HPCM
1316
Hunter Perkins Capital Management
Illinois
$351K – – –
LCM
1317
Lewis Capital Management
California
$351K +$387K +5,818 New
MG
1318
Mather Group
Illinois
$350K +$3.33K +50 +0.9%
SW
1319
SlateStone Wealth
Florida
$349K -$27.3K -411 -7%
FLI
1320
Family Legacy Inc
South Carolina
$348K +$45.7K +688 +15%
SFFS
1321
Stonehage Fleming Financial Services
Jersey
$346K – – –
CAM
1322
CenterStar Asset Management
Illinois
$345K – – –
PC
1323
Periscope Capital
Ontario, Canada
$341K +$375K +5,638 New
GAM
1324
Griffin Asset Management
New York
$339K +$121K +1,827 +48%
KP
1325
Keel Point
Alabama
$337K +$77.3K +1,163 +26%
51 52
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