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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1476
Trueblood Wealth Management
Ohio
$621K +$28.7K +252 +5%
BHPW
1477
Beverly Hills Private Wealth
California
$620K +$77.5K +681 +14%
OWA
1478
One Wealth Advisors
California
$616K -$240K -2,110 -28%
PG
1479
Patten Group
Tennessee
$616K +$6.04K +53 +1%
IA
1480
Integrity Alliance
Iowa
$614K +$131K +1,153 +27%
GCM
1481
Gables Capital Management
Florida
$610K – – –
CIA
1482
Caerus Investment Advisors
Texas
$609K -$282K -2,478 -32%
FFP
1483
FourThought Financial Partners
Florida
$608K -$17.9K -157 -3%
TF
1484
Trek Financial
Arizona
$607K +$46K +404 +8%
SWM
1485
Silverlake Wealth Management
Vermont
$607K +$1.37K +12 +0.2%
APM
1486
a16z Perennial Management
California
$607K – – –
TC
1487
TownSquare Capital
Utah
$606K +$16.4K +144 +3%
CA
1488
Claro Advisors
Massachusetts
$603K +$65.1K +572 +12%
PCMH
1489
Polymer Capital Management (HK)
Hong Kong
$602K +$604K +5,304 New
ZIG
1490
Zullo Investment Group
Pennsylvania
$601K +$683 +6 +0.1%
IP
1491
Indivisible Partners
Florida
$601K +$109K +953 +22%
GEA
1492
Glen Eagle Advisors
New Jersey
$601K -$18.1K -159 -3%
ARA
1493
Alexander Randolph Advisory
Virginia
$601K – – –
CCG
1494
Coastwise Capital Group
California
$598K -$311K -2,733 -34%
WI
1495
WrapManager Inc
California
$598K +$11.6K +102 +2%
IVP
1496
Intrinsic Value Partners
Arizona
$596K -$1.14K -10 -0.2%
OFS
1497
Orrstown Financial Services
Pennsylvania
$594K -$10K -88 -2%
JFGIW
1498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$593K -$2.85K -25 -0.5%
CCM
1499
CFO Capital Management
Connecticut
$590K +$9.45K +83 +2%
TVPW
1500
Third View Private Wealth
Connecticut
$589K +$127K +1,116 +27%
58 59
60
61 62