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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1451
Blackhawk Capital Partners
Wisconsin
$217K +$214K +3,459 New
CWM
1452
Calamos Wealth Management
Illinois
$216K +$13K +210 +6%
EC
1453
EntryPoint Capital
New York
$216K -$12.9K -208 -6%
TPWA
1454
TRUE Private Wealth Advisors
Oregon
$216K -$6.74K -109 -3%
LFA
1455
Legacy Financial Advisors
Kentucky
$215K -$40.3K -652 -16%
AC
1456
Addison Capital
Pennsylvania
$214K +$804 +13 +0.4%
IWA
1457
IVC Wealth Advisors
Pennsylvania
$214K +$2.16K +35 +1%
SFA
1458
Source Financial Advisors
New York
$214K -$495 -8 -0.2%
VWA
1459
Visionary Wealth Advisors
Illinois
$211K +$208K +3,368 New
OL
1460
Optas LLC
Texas
$211K -$10.2K -165 -5%
WQ
1461
Wealth Quarterback
New Jersey
$210K -$31K -502 -13%
RRCM
1462
Rappaport Reiches Capital Management
Illinois
$208K +$2.29K +37 +1%
SRA
1463
Secured Retirement Advisors
Minnesota
$208K -$6.31K -102 -3%
CTC
1464
Corundum Trust Company
South Dakota
$208K – – –
ML
1465
McAdam LLC
Pennsylvania
$207K -$125K -2,017 -38%
LDB
1466
Lee, Danner & Bass
Tennessee
$207K -$15.5K -250 -7%
CT
1467
Caldwell Trust
Florida
$207K -$3.34K -54 -2%
KTA
1468
Keeley-Teton Advisors
Illinois
$207K – – –
EFG
1469
Embree Financial Group
Illinois
$206K +$989 +16 +0.5%
SCP
1470
Sivia Capital Partners
California
$206K +$204K +3,293 New
AF
1471
Apexium Financial
Texas
$206K +$989 +16 +0.5%
AWM
1472
Aprio Wealth Management
Georgia
$205K +$203K +3,275 New
WT
1473
Washington Trust
Rhode Island
$203K +$89.4K +1,445 +80%
JIC
1474
Joel Isaacson & Co
New York
$202K -$29.6K -479 -13%
MCA
1475
Millennium Capital Advisors
Arkansas
$202K +$371 +6 +0.2%
57 58
59
60 61