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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1501
Realta Investment Advisors
Delaware
$451K -$13.7K -144 -3%
RFP
1502
Root Financial Partners
California
$451K +$19.8K +209 +5%
CHJWM
1503
Carlton Hofferkamp & Jenks Wealth Management
Texas
$450K -$52.2K -550 -11%
EWM
1504
Evercore Wealth Management
New York
$449K +$4.55K +48 +1%
BTWM
1505
Baker Tilly Wealth Management
Wisconsin
$447K -$30.5K -321 -7%
SGI
1506
Summit Global Investments
Utah
$447K -$28.3K -298 -6%
BIAS
1507
Beacon Investment Advisory Services
New Jersey
$447K – – –
AIM
1508
Advyzon Investment Management
Illinois
$446K +$101K +1,067 +32%
BCM
1509
Becker Capital Management
Oregon
$446K -$17.1K -180 -4%
GSB
1510
Greenfield Savings Bank
Massachusetts
$445K -$8.73K -92 -2%
SCM
1511
SCS Capital Management
Massachusetts
$442K +$14.9K +157 +4%
GPWM
1512
Grant Private Wealth Management
California
$442K -$7.04M -74,241 -94%
BWCS
1513
Beirne Wealth Consulting Services
Connecticut
$440K – – –
KTC
1514
Kentucky Trust Company
Kentucky
$438K -$9.49K -100 -2%
XSC
1515
X-Square Capital
Puerto Rico
$438K +$95 +1 +0%
LF
1516
Lantz Financial
Illinois
$437K +$113K +1,189 +38%
BG
1517
Bahl & Gaynor
Ohio
$436K +$9.01K +95 +2%
ABC
1518
Associated Banc-Corp
Wisconsin
$434K -$48.2K -508 -11%
CB
1519
Cadence Bank
Mississippi
$434K +$6.36K +67 +2%
WWC
1520
Waypoint Wealth Counsel
Georgia
$434K +$54.5K +574 +15%
BTWM
1521
Brass Tax Wealth Management
Ohio
$433K -$10.1K -106 -2%
JTWM
1522
Jackson Thornton Wealth Management
Alabama
$433K +$158K +1,661 +59%
SAI
1523
Systematic Alpha Investments
New Jersey
$430K – – –
BA
1524
Bluesphere Advisors
Pennsylvania
$426K +$6.36K +67 +2%
FZCM
1525
Flynn Zito Capital Management
New York
$424K -$18.6K -196 -4%
59 60
61
62 63