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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1401
Nicolet Advisory Services
Wisconsin
$252K +$7.76K +111 +3%
CMO
1402
Covenant Multifamily Offices
Texas
$252K +$25.9K +370 +12%
CCM
1403
Coldstream Capital Management
Washington
$251K -$227K -3,243 -36%
CAMG
1404
CWA Asset Management Group
Florida
$251K +$19.9K +284 +9%
PA
1405
Procyon Advisors
Connecticut
$251K +$250K +3,583 New
GWM
1406
Gitterman Wealth Management
New Jersey
$250K – – –
SWA
1407
Sightline Wealth Advisors
Connecticut
$249K +$1.75K +25 +0.7%
CCFM
1408
Clear Creek Financial Management
Washington
$249K +$11.7K +167 +5%
CL
1409
CPWM LLC
Washington
$247K -$7.34K -105 -3%
WQ
1410
Wealth Quarterback
New Jersey
$246K +$5.52K +79 +2%
RDWM
1411
Red Door Wealth Management
Tennessee
$245K -$19.5K -279 -7%
RM
1412
Resource Management
Louisiana
$245K +$70 +1 +0%
BWCS
1413
Beirne Wealth Consulting Services
Connecticut
$244K – – –
KOC
1414
Koss-Olinger Consulting
Florida
$241K +$3.21K +46 +1%
PCA
1415
Pallas Capital Advisors
Massachusetts
$241K +$245K +3,499 New
PPW
1416
Parcion Private Wealth
Washington
$239K -$18.3K -262 -7%
SYBT
1417
Stock Yards Bank & Trust
Kentucky
$239K -$3.5K -50 -1%
MHR
1418
Matthew Hamilton Rosenberg
$238K +$31.4K +449 +15%
GPA
1419
Garrison Point Advisors
California
$237K – – –
RI
1420
Ridgewood Investments
New Jersey
$237K +$5.73K +82 +2%
NCM
1421
Noesis Capital Mangement
Florida
$235K +$5.87K +84 +3%
SVWAG
1422
Sound View Wealth Advisors Group
Georgia
$234K -$6.85K -98 -3%
RFMS
1423
RWQ Financial Management Services
Florida
$232K -$369K -5,275 -62%
YWP
1424
YorkBridge Wealth Partners
New York
$231K -$699K -10,001 -75%
RPWA
1425
Regent Peak Wealth Advisors
Georgia
$231K +$9.86K +141 +4%
55 56
57
58 59