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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Drive Wealth Management
Utah
$712K +$130K +996 +24%
APW
1527
Aurora Private Wealth
New Jersey
$711K -$65.5K -503 -9%
OWA
1528
One Wealth Advisors
California
$709K -$48.2K -370 -7%
EI
1529
Ellevest Inc
New York
$708K +$221K +1,695 +40%
NHC
1530
Nicholas Hoffman & Company
Georgia
$708K +$32.4K +249 +5%
EAN
1531
Excelsior Advisor Network
Colorado
$708K +$359K +2,754 +120%
ALAM
1532
Asahi Life Asset Management
Japan
$707K -$86.3K -663 -12%
RIG
1533
RiverFront Investment Group
Virginia
$706K +$37.5K +288 +6%
VC
1534
Vicus Capital
Pennsylvania
$705K +$2.6K +20 +0.4%
CC
1535
Cornerstone Capital
California
$704K -$1.95K -15 -0.3%
SWA
1536
Sightline Wealth Advisors
Connecticut
$704K +$2.6K +20 +0.4%
BI
1537
Bramshill Investments
Florida
$700K -$195K -1,500 -23%
HA
1538
Harbor Advisors
Florida
$700K – – –
CS
1539
Capital Square
Tennessee
$700K -$142K -1,092 -18%
BCWM
1540
Bartlett & Co Wealth Management
Ohio
$700K +$54.4K +418 +9%
PIA
1541
Perennial Investment Advisors
California
$699K -$22.8K -175 -3%
WAM
1542
Worth Asset Management
Texas
$698K +$54K +415 +9%
AGAM
1543
Audent Global Asset Management
California
$698K +$369K +2,837 +132%
ASC
1544
Atalanta Sosnoff Capital
New York
$697K – – –
PWM
1545
Palacios Wealth Management
Florida
$696K -$2.34K -18 -0.4%
TP
1546
TritonPoint Partners
Maryland
$689K +$641K +4,926 New
OC
1547
Opinicus Capital
Florida
$689K -$191K -1,471 -23%
AB
1548
Atlas Brown
Kentucky
$689K -$1.43K -11 -0.2%
FA
1549
Faithward Advisors
Pennsylvania
$688K +$640K +4,917 New
WBWA
1550
William B. Walkup & Associates
South Carolina
$687K +$81K +622 +15%
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