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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1601
Diversified Enterprises
Delaware
$357K +$30.5K +321 +10%
JE
1602
JMAC Enterprises
Pennsylvania
$356K -$1.18M -12,396 -78%
PMAM
1603
Penn Mutual Asset Management
Pennsylvania
$355K – – –
SI
1604
Sava Infond
Slovenia
$355K – – –
MW
1605
MBL Wealth
North Carolina
$355K -$21.4K -225 -6%
FNT
1606
First Nebraska Trust
Nebraska
$354K -$166K -1,750 -33%
WRPWM
1607
Werba Rubin Papier Wealth Management
California
$352K +$8.54K +90 +3%
OIM
1608
Orca Investment Management
Oregon
$352K – – –
RIL
1609
Rothschild Investment LLC
Illinois
$351K +$40.1K +423 +14%
TCM
1610
Towercrest Capital Management
Pennsylvania
$349K +$87.8K +925 +37%
EWM
1611
EPG Wealth Management
Georgia
$346K -$18.1K -191 -5%
PA
1612
PFG Advisors
Arizona
$346K +$324K +3,413 New
SFO
1613
Stokes Family Office
Louisiana
$345K +$7.97K +84 +3%
AF
1614
Apexium Financial
Texas
$345K -$78.4K -826 -20%
PA
1615
PSI Advisors
Florida
$345K -$22.5K -237 -7%
SP
1616
Symmetry Partners
Connecticut
$345K +$27K +285 +9%
CIC
1617
Chilton Investment Company
Connecticut
$345K +$323K +3,400 New
PVI
1618
Pine Valley Investments
New Jersey
$345K -$23.6K -249 -7%
PPW
1619
Pasadena Private Wealth
California
$344K +$322K +3,392 New
MWP
1620
Madison Wealth Partners
Wisconsin
$344K +$285 +3 +0.1%
AWAP
1621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$342K +$88.3K +931 +38%
BWM
1622
Baron Wealth Management
Michigan
$341K +$7.4K +78 +2%
PJWM
1623
Philip James Wealth Mangement
Georgia
$341K -$315K -3,316 -50%
SEIA
1624
Signature Estate & Investment Advisors
California
$341K +$33.6K +354 +12%
KV
1625
Kickstand Ventures
New York
$340K – – –
63 64
65
66 67