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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1426
Whalen Wealth Management
Nevada
$416K +$353K +4,883 New
WA
1427
Waddell & Associates
Tennessee
$414K +$352K +4,863 New
BAM
1428
BOS Asset Management
Illinois
$414K -$1.08K -15 -0.3%
SFWA
1429
Summit Financial Wealth Advisors
Louisiana
$413K +$121K +1,673 +53%
AA
1430
Advisory Alpha
Michigan
$413K -$12.5K -173 -3%
AB
1431
Atlas Brown
Kentucky
$413K -$5.28K -73 -1%
VWA
1432
Visionary Wealth Advisors
Illinois
$413K +$105K +1,451 +43%
MWM
1433
Mission Wealth Management
California
$412K – – –
PCP
1434
Proficio Capital Partners
Massachusetts
$411K +$41.1K +568 +13%
CPL
1435
Corecam Pte Ltd
$411K -$795 -11 -0.2%
NHC
1436
Nicholas Hoffman & Company
Georgia
$411K -$11.5K -159 -3%
CWS
1437
Confluence Wealth Services
Pennsylvania
$408K +$2.75K +38 +0.8%
ABC
1438
Associated Banc-Corp
Wisconsin
$407K +$54.6K +755 +19%
BHPW
1439
Beverly Hills Private Wealth
California
$407K -$15.3K -212 -4%
WBWA
1440
William B. Walkup & Associates
South Carolina
$406K +$35.3K +489 +11%
MHR
1441
Matthew Hamilton Rosenberg
$404K +$52.4K +725 +18%
PG
1442
Patten Group
Tennessee
$403K +$29.1K +402 +9%
BTWM
1443
Baker Tilly Wealth Management
Wisconsin
$402K -$22.3K -308 -6%
KIG
1444
Kennedy Investment Group
New Jersey
$402K +$51.2K +708 +18%
TCWM
1445
Total Clarity Wealth Management
Illinois
$400K -$291K -4,026 -46%
GTAM
1446
Global Trust Asset Management
Florida
$400K +$154K +2,125 +83%
SGI
1447
Summit Global Investments
Utah
$400K -$604K -8,360 -64%
EFM
1448
E Fund Management
China
$400K -$12.1K -167 -3%
SFG
1449
Seamount Financial Group
Colorado
$398K +$338K +4,680 New
BFG
1450
Birch Financial Group
New Hampshire
$398K +$1.95K +27 +0.6%
56 57
58
59 60