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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1551
Bartlett & Co Wealth Management
Ohio
$700K +$54.4K +418 +9%
PIA
1552
Perennial Investment Advisors
California
$699K -$22.8K -175 -3%
WAM
1553
Worth Asset Management
Texas
$698K +$54K +415 +9%
AGAM
1554
Audent Global Asset Management
California
$698K +$369K +2,837 +132%
ASC
1555
Atalanta Sosnoff Capital
New York
$697K – – –
PWM
1556
Palacios Wealth Management
Florida
$696K -$2.34K -18 -0.4%
TP
1557
TritonPoint Partners
Maryland
$689K +$641K +4,926 New
OC
1558
Opinicus Capital
Florida
$689K -$191K -1,471 -23%
AB
1559
Atlas Brown
Kentucky
$689K -$1.43K -11 -0.2%
FA
1560
Faithward Advisors
Pennsylvania
$688K +$640K +4,917 New
WBWA
1561
William B. Walkup & Associates
South Carolina
$687K +$81K +622 +15%
ESB
1562
Essex Savings Bank
Connecticut
$686K +$1.69K +13 +0.3%
CIC
1563
Carnegie Investment Counsel
Ohio
$684K -$77.8K -598 -11%
TWP
1564
Tyche Wealth Partners
Texas
$684K +$114K +873 +22%
NSAM
1565
North Star Asset Management
Wisconsin
$684K +$4.95K +38 +0.8%
CFA
1566
Collaborative Fund Advisors
Nevada
$681K +$633K +4,866 New
FFG
1567
Forum Finance Group
$681K +$159K +1,225 +26%
AA
1568
Advisory Alpha
Michigan
$680K +$5.73K +44 +0.9%
GFP
1569
Gryphon Financial Partners
Ohio
$680K +$19.9K +153 +3%
MFG
1570
Magnus Financial Group
New York
$679K +$43.1K +331 +7%
FWP
1571
Flatrock Wealth Partners
California
$679K +$41.3K +317 +7%
OFS
1572
Orrstown Financial Services
Pennsylvania
$678K -$50.6K -389 -7%
CCG
1573
Cypress Capital Group
Florida
$678K +$39.1K +300 +7%
TWM
1574
TRB Wealth Management
Texas
$678K – – –
FPF
1575
First Pacific Financial
Washington
$678K +$620K +4,761 +5,878%
61 62
63
64 65