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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1501
Seven Mile Advisory
New Jersey
$609K -$27K -260 -5%
FA
1502
Faithward Advisors
Pennsylvania
$607K +$46.2K +445 +9%
TC
1503
TownSquare Capital
Utah
$607K -$506K -4,870 -48%
TP
1504
Tranquility Partners
Tennessee
$604K -$11.5K -111 -2%
WI
1505
WrapManager Inc
California
$603K -$65K -626 -11%
MHR
1506
Matthew Hamilton Rosenberg
$601K +$20.5K +197 +4%
AWM
1507
Avaii Wealth Management
Wisconsin
$601K -$17.2K -166 -3%
MWM
1508
Mission Wealth Management
California
$600K +$54.7K +527 +11%
BFA
1509
Brown Financial Advisors
Ohio
$600K +$534K +5,140 New
7WCP
1510
71 West Capital Partners
Massachusetts
$595K +$529K +5,096 New
5NPW
1511
55 North Private Wealth
Florida
$593K +$528K +5,080 New
WWM
1512
Whalen Wealth Management
Nevada
$592K +$57.4K +553 +12%
BPAMU
1513
BTG Pactual Asset Management US
New York
$587K -$8.2K -79 -2%
BWA
1514
Basecamp Wealth Advisors
Washington
$586K +$521K +5,020 New
RFP
1515
Root Financial Partners
California
$585K +$59.3K +571 +13%
HA
1516
Harbor Advisors
Florida
$583K – – –
WDC
1517
Woodward Diversified Capital
California
$582K +$10.8K +104 +2%
SWA
1518
Sightline Wealth Advisors
Connecticut
$582K +$2.49K +24 +0.5%
WBWA
1519
William B. Walkup & Associates
South Carolina
$579K +$14.5K +140 +3%
TF
1520
Trek Financial
Arizona
$578K -$4.4M -42,343 -90%
AB
1521
Atlas Brown
Kentucky
$577K -$8.62K -83 -2%
NHC
1522
Nicholas Hoffman & Company
Georgia
$573K +$8.31K +80 +2%
CMTU
1523
Capital Markets Trading (UK)
United Kingdom
$572K -$2.8M -27,008 -85%
VC
1524
Vicus Capital
Pennsylvania
$572K -$13.3K -128 -3%
PIA
1525
Perennial Investment Advisors
California
$571K +$5.92K +57 +1%
59 60
61
62 63