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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1526
Alpha DNA Investment Management
Maryland
$24K +$20.3K +399 New
CFO
1527
CVA Family Office
Colorado
$23K -$27.2K -535 -59%
CDIA
1528
Capital Directions Investment Advisors
Georgia
$23K -$15.3K -300 -45%
LF
1529
Lee Financial
Texas
$23K – – –
ST
1530
Sageworth Trust
Pennsylvania
$23K – – –
TF
1531
Tompkins Financial
New York
$23K +$5.03K +99 +37%
MWP
1532
Meridian Wealth Partners
Pennsylvania
$23K +$18.9K +371 New
RWM
1533
Raffa Wealth Management
District of Columbia
$22.1K -$1.52K -30 -8%
CA
1534
Crewe Advisors
Utah
$22K – – –
SIAG
1535
Safeguard Investment Advisory Group
California
$22K +$18.7K +368 New
BI
1536
Blooom Inc
Kansas
$22K +$630K +12,385 New
BC
1537
Barnett & Company
Tennessee
$21K – – –
MAWCM
1538
Mine & Arao Wealth Creation & Management
California
$20K +$51 +1 +0.3%
FRA
1539
Front Row Advisors
California
$20K +$4.37K +86 +36%
CH
1540
Canton Hathaway
Rhode Island
$20K +$16.1K +317 New
EWA
1541
Evolution Wealth Advisors
Florida
$17K -$118K -2,325 -89%
EWM
1542
Edge Wealth Management
New York
$17K -$102K -2,013 -88%
HFM
1543
Harvest Fund Management
China
$17K -$5.79K -114 -28%
KCM
1544
Kathmere Capital Management
Pennsylvania
$17K +$3.61K +71 +36%
MLFP
1545
MPS Loria Financial Planners
Illinois
$17K +$8.18K +161 +132%
HI
1546
Hoey Investments
Pennsylvania
$16K – – –
VFIC
1547
Valley Forge Investment Consultants
Pennsylvania
$16K +$13K +256 New
FFA
1548
Freedman Financial Associates
Massachusetts
$15K +$12.4K +244 New
AFS
1549
Annapolis Financial Services
Maryland
$15K +$12.7K +250 New
BWP
1550
Baldwin Wealth Partners
Massachusetts
$14K -$32.5K -640 -74%
60 61
62
63 64