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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1351
Knightsbridge Asset Management
California
$319K +$2.59K +39 +0.7%
OIM
1352
Orca Investment Management
Oregon
$317K -$17.7K -266 -5%
IFS
1353
Ifrah Financial Services
Arkansas
$316K -$2.86K -43 -0.8%
TFO
1354
Tarbox Family Office
California
$316K – – –
GSWM
1355
Golden State Wealth Management
California
$315K -$29.5K -443 -8%
SRSA
1356
S.R. Schill & Associates
Washington
$315K +$347K +5,216 New
WP
1357
WealthSource Partners
California
$313K +$5.25K +79 +2%
GVAG
1358
Great Valley Advisor Group
Delaware
$312K -$91K -1,368 -22%
LF
1359
Lantz Financial
Illinois
$312K – – –
CFA
1360
Compass Financial Advisors
Indiana
$311K +$342K +5,150 New
HA
1361
HFG Advisors
Ohio
$311K +$343K +5,156 New
WA
1362
WBH Advisory
Maryland
$310K +$199 +3 +0.1%
CCMG
1363
Clark Capital Management Group
Pennsylvania
$310K +$465 +7 +0.1%
RIG
1364
Roosevelt Investment Group
New York
$310K +$864 +13 +0.3%
DAS
1365
Dynamic Advisor Solutions
Arizona
$308K -$5.58K -84 -2%
XSC
1366
X-Square Capital
Puerto Rico
$308K +$864 +13 +0.3%
MW
1367
Marcum Wealth
Ohio
$307K -$122K -1,839 -27%
BO
1368
BRR OpCo
Ohio
$307K -$27.1K -407 -7%
AIA
1369
Affinity Investment Advisors
California
$307K +$11.4K +172 +4%
MWPCG
1370
Measured Wealth Private Client Group
New Hampshire
$307K +$13.4K +202 +4%
SP
1371
Successful Portfolios
Florida
$306K – – –
HDIM
1372
Hanson & Doremus Investment Management
Vermont
$306K +$16.8K +252 +5%
ESB
1373
Essex Savings Bank
Connecticut
$306K +$26.6K +400 +9%
AR
1374
Apeiron RIA
Texas
$306K +$337K +5,072 New
LCP
1375
Legacy Capital Partners
Wisconsin
$305K +$336K +5,050 New
53 54
55
56 57