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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1301
Jump Financial
Illinois
$233K +$55.8K +1,116 +28%
FIA
1302
Foundations Investment Advisors
Arizona
$233K +$252K +5,039 New
RCM
1303
Requisite Capital Management
Texas
$232K +$252K +5,047 New
LF
1304
Lantz Financial
Illinois
$231K – – –
DWM
1305
Drive Wealth Management
Utah
$231K +$7.9K +158 +3%
WFPG
1306
Waller Financial Planning Group
Ohio
$231K +$37.6K +751 +18%
EWA
1307
EverSource Wealth Advisors
Alabama
$231K +$103K +2,054 +69%
EC
1308
EJF Capital
Virginia
$230K -$14M -280,000 -98%
GJIC
1309
Gamble Jones Investment Counsel
California
$230K – – –
HA
1310
Harbor Advisors
Florida
$230K – – –
SMH
1311
Sanders Morris Harris
Texas
$230K +$50K +1,000 +25%
VWM
1312
Vigilare Wealth Management
Arizona
$230K +$250K +5,000 New
WP
1313
WealthSource Partners
California
$229K -$8.85K -177 -3%
GI
1314
GS Investments
Minnesota
$228K – – –
BO
1315
BRR OpCo
Ohio
$228K +$250 +5 +0.1%
LAM
1316
L2 Asset Management
Massachusetts
$228K +$33.8K +676 +16%
BPCE
1317
Bank Pictet & Cie (Europe)
Germany
$227K -$72.4K -1,448 -23%
KCM
1318
Kathmere Capital Management
Pennsylvania
$227K +$247K +4,934 New
CCMG
1319
Clark Capital Management Group
Pennsylvania
$226K -$2.55K -51 -1%
AIA
1320
Affinity Investment Advisors
California
$226K – – –
AOWM
1321
Alpha Omega Wealth Management
Virginia
$225K -$49.5K -990 -17%
G
1322
GenTrust
Florida
$225K +$245K +4,900 New
TPWA
1323
TRUE Private Wealth Advisors
Oregon
$224K -$116K -2,314 -32%
TH
1324
TCTC Holdings
Texas
$223K -$39.8K -795 -14%
GRP
1325
Global Retirement Partners
California
$223K +$13.5K +270 +6%
51 52
53
54 55