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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1601
BerganKDV Wealth Management
Minnesota
$40K +$6.57K +94 +20%
FP
1602
Financial Perspectives
Minnesota
$39.7K – – –
CQS
1603
Credential Qtrade Securities
$39.3K – – –
CFO
1604
CVA Family Office
Colorado
$39K -$141K -2,019 -69%
AFS
1605
Annapolis Financial Services
Maryland
$39K +$21.3K +305 +122%
VNA
1606
Valley National Advisers
Pennsylvania
$38K -$15.1K -216 -29%
RA
1607
Resolute Advisors
California
$38K +$909 +13 +2%
AWM
1608
Avior Wealth Management
Nebraska
$37K -$17.1K -244 -32%
HCM
1609
Horrell Capital Management
Arkansas
$35K – – –
JC
1610
JBF Capital
Colorado
$35K – – –
AWM
1611
Atticus Wealth Management
Florida
$35K +$21.1K +302 +156%
CFA
1612
Cahill Financial Advisors
Minnesota
$35K +$35K +500 New
HFM
1613
Harvest Fund Management
China
$34K – – –
JMF
1614
Johnson Midwest Financial
Iowa
$34K +$210 +3 +0.6%
RCA
1615
Ranch Capital Advisors
Florida
$33K -$2.31K -33 -7%
OAJ
1616
Ogorek Anthony Joseph
New York
$33K – – –
SFG
1617
Sage Financial Group
Pennsylvania
$32K – – –
EWM
1618
Edge Wealth Management
New York
$32K +$9.02K +129 +39%
NIM
1619
NuWave Investment Management
New Jersey
$32K +$31.9K +457 New
RWM
1620
Raffa Wealth Management
District of Columbia
$31K – – –
CTB
1621
Country Trust Bank
Illinois
$31K +$14.6K +209 +91%
TIM
1622
Tortoise Investment Management
New York
$30K +$350 +5 +1%
FBT
1623
First Bank & Trust
South Dakota
$29K – – –
HWA
1624
HHM Wealth Advisors
Tennessee
$29K – – –
LWA
1625
Lenox Wealth Advisors
New York
$29K – – –
63 64
65
66 67