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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1326
Legacy Wealth Planning
Nevada
$240K +$198K +3,894 New
TFS
1327
TrustCore Financial Services
Tennessee
$239K -$131K -2,583 -40%
AWA
1328
AmeriServ Wealth Advisors
Pennsylvania
$238K +$196K +3,855 New
PFC
1329
Phocas Financial Corp
California
$237K – – –
TAIM
1330
TD Ameritrade Investment Management
Nebraska
$236K -$21.7K -427 -10%
PCIA
1331
Prime Capital Investment Advisors
Kansas
$235K -$170K -3,342 -47%
LCM
1332
Leisure Capital Management
California
$235K +$194K +3,815 New
CI
1333
CX Institutional
Indiana
$234K +$25.6K +503 +15%
LFA
1334
Landmark Financial Advisors
Kentucky
$234K +$179K +3,523 New
WDC
1335
Woodward Diversified Capital
California
$234K +$193K +3,798 New
FFWM
1336
Future Financial Wealth Management
Ohio
$233K +$192K +3,775 New
HHGA
1337
Halbert Hargrove Global Advisors
California
$233K +$192K +3,778 New
BFS
1338
Bard Financial Services
Connecticut
$232K +$192K +3,770 New
AFP
1339
Ausdal Financial Partners
Iowa
$231K +$191K +3,752 New
GAM
1340
Griffin Asset Management
New York
$230K +$190K +3,732 New
MW
1341
Marcum Wealth
Ohio
$229K +$189K +3,713 New
MWM
1342
Mission Wealth Management
California
$229K +$189K +3,718 New
PP
1343
Paloma Partners
Connecticut
$228K -$17M -333,738 -99%
AC
1344
Abbrea Capital
California
$227K +$188K +3,689 New
CWP
1345
Concord Wealth Partners
Virginia
$225K +$186K +3,655 New
MC
1346
Maverick Capital
Texas
$224K -$3.85M -75,666 -95%
GLA
1347
Good Life Advisors
Pennsylvania
$224K +$184K +3,622 New
MAM
1348
MMA Asset Management
Pennsylvania
$224K +$185K +3,639 New
VWA
1349
Visionary Wealth Advisors
Illinois
$222K +$183K +3,600 New
APWA
1350
Atlas Private Wealth Advisors
New Jersey
$221K -$45.6K -897 -20%
52 53
54
55 56