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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1476
Tyler-Stone Wealth Management
Ohio
$321K +$345K +4,520 New
FHC
1477
First Heartland Consultants
Missouri
$320K +$343K +4,502 New
GI
1478
GS Investments
Minnesota
$319K – – –
AAB
1479
ABN AMRO Bank
Netherlands
$319K -$24.8K -325 -7%
PP
1480
Pingora Partners
Wyoming
$319K -$22.9K -300 -6%
ORC
1481
O'Rourke & Company
Massachusetts
$319K +$381 +5 +0.1%
BIAS
1482
Beacon Investment Advisory Services
New Jersey
$319K +$37.6K +493 +12%
OR
1483
Olympiad Research
Connecticut
$317K +$341K +4,472 New
CWS
1484
Confluence Wealth Services
Pennsylvania
$315K -$22.3K -293 -6%
TFO
1485
Tarbox Family Office
California
$315K -$1.68K -22 -0.5%
AFT
1486
Alpha Family Trust
California
$314K +$101K +1,330 +43%
ML
1487
McAdam LLC
Pennsylvania
$314K +$54.8K +719 +19%
KTC
1488
Kentucky Trust Company
Kentucky
$314K – – –
KMWM
1489
Keudell/Morrison Wealth Management
Oregon
$314K -$3.35K -44 -1%
BTWM
1490
Brass Tax Wealth Management
Ohio
$313K -$2.52K -33 -0.7%
TW
1491
TritonPoint Wealth
Maryland
$312K +$113K +1,483 +51%
NC
1492
Napatree Capital
Rhode Island
$312K +$45.5K +597 +16%
CHJWM
1493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$311K – – –
EWM
1494
Evercore Wealth Management
New York
$311K -$21.7K -285 -6%
VFA
1495
Voya Financial Advisors
Connecticut
$310K -$34.9K -458 -9%
BFA
1496
Beaumont Financial Advisors
Massachusetts
$310K +$45.5K +597 +16%
BTI
1497
Blue Trust Inc
Georgia
$308K +$24.4K +320 +8%
BWCS
1498
Beirne Wealth Consulting Services
Connecticut
$308K +$331K +4,339 New
PG
1499
Patten Group
Tennessee
$308K +$103K +1,353 +45%
EW
1500
Evoke Wealth
California
$307K +$85.1K +1,116 +35%
58 59
60
61 62