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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1526
Woodward Diversified Capital
California
$725K +$521 +4 +0.1%
TP
1527
Tranquility Partners
Tennessee
$725K – – –
FFP
1528
FourThought Financial Partners
Florida
$723K -$25.6K -197 -4%
BHPW
1529
Beverly Hills Private Wealth
California
$723K -$38.9K -299 -5%
CCMT
1530
CMT Capital Markets Trading
Germany
$722K +$59.5K +457 +10%
AHL
1531
Abel Hall LLC
Louisiana
$719K +$32.7K +251 +5%
CCFM
1532
Clear Creek Financial Management
Washington
$718K +$21.3K +164 +3%
BWA
1533
BlueChip Wealth Advisors
Georgia
$717K -$651K -5,000 -49%
JSAM
1534
J. Safra Asset Management
New York
$715K +$642K +4,930 +2,739%
ICP
1535
Interchange Capital Partners
Pennsylvania
$715K +$359K +2,754 +117%
BWA
1536
Basecamp Wealth Advisors
Washington
$714K +$10.8K +83 +2%
DWM
1537
Drive Wealth Management
Utah
$712K +$130K +996 +24%
APW
1538
Aurora Private Wealth
New Jersey
$711K -$65.5K -503 -9%
OWA
1539
One Wealth Advisors
California
$709K -$48.2K -370 -7%
EI
1540
Ellevest Inc
New York
$708K +$221K +1,695 +40%
NHC
1541
Nicholas Hoffman & Company
Georgia
$708K +$32.4K +249 +5%
EAN
1542
Excelsior Advisor Network
Colorado
$708K +$359K +2,754 +120%
ALAM
1543
Asahi Life Asset Management
Japan
$707K -$86.3K -663 -12%
RIG
1544
RiverFront Investment Group
Virginia
$706K +$37.5K +288 +6%
VC
1545
Vicus Capital
Pennsylvania
$705K +$2.6K +20 +0.4%
CC
1546
Cornerstone Capital
California
$704K -$1.95K -15 -0.3%
SWA
1547
Sightline Wealth Advisors
Connecticut
$704K +$2.6K +20 +0.4%
BI
1548
Bramshill Investments
Florida
$700K -$195K -1,500 -23%
HA
1549
Harbor Advisors
Florida
$700K – – –
CS
1550
Capital Square
Tennessee
$700K -$142K -1,092 -18%
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