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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1301
TrueWealth Advisors
Alabama
$305K -$4.73K -85 -2%
CC
1302
Callan Capital
California
$304K +$268K +4,810 New
WDC
1303
Woodward Diversified Capital
California
$304K +$13.1K +236 +5%
PVI
1304
Pine Valley Investments
New Jersey
$303K -$4.17K -75 -2%
BIP
1305
Blueprint Investment Partners
North Carolina
$303K +$267K +4,796 New
SWA
1306
Sightline Wealth Advisors
Connecticut
$302K +$2K +36 +0.8%
MFG
1307
Magnus Financial Group
New York
$300K +$1.95K +35 +0.7%
RCM
1308
Requisite Capital Management
Texas
$300K – – –
ZIG
1309
Zullo Investment Group
Pennsylvania
$297K +$24.8K +446 +10%
MFG
1310
MidWestOne Financial Group
Iowa
$296K +$1.45K +26 +0.6%
GEA
1311
Glen Eagle Advisors
New Jersey
$294K +$56 +1 +0%
NL
1312
NWAM LLC
Washington
$292K -$79K -1,420 -23%
SWA
1313
Stratos Wealth Advisors
Ohio
$292K -$40.5K -727 -14%
SIC
1314
Samalin Investment Counsel
New York
$291K -$1.56K -28 -0.6%
MWM
1315
Mission Wealth Management
California
$291K +$256K +4,605 New
TGAM
1316
TBH Global Asset Management
Tennessee
$289K +$255K +4,576 New
PWM
1317
Prentice Wealth Management
New York
$288K -$20.9K -375 -8%
MC
1318
Machina Capital
France
$287K -$164K -2,941 -39%
APP
1319
Avantax Planning Partners
Iowa
$286K +$31.1K +558 +14%
FCA
1320
FinTrust Capital Advisors
South Carolina
$286K -$11.7K -210 -4%
BCP
1321
Berkeley Capital Partners
Georgia
$286K +$252K +4,525 New
ORC
1322
O'Rourke & Company
Massachusetts
$285K +$16.5K +297 +7%
QWP
1323
Quotient Wealth Partners
Texas
$285K +$251K +4,504 New
AAB
1324
ABN AMRO Bank
Netherlands
$285K – – –
MPM
1325
MBB Public Markets
Illinois
$285K +$250K +4,501 New
51 52
53
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