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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Avior Wealth Management
Nebraska
$31K +$66 +1 +0.2%
GCS
1702
Gordian Capital (Singapore)
Singapore
$31K +$33.2K +500 New
FPWM
1703
FSB Premier Wealth Management
Iowa
$31K +$34.7K +522 New
HCM
1704
Horrell Capital Management
Arkansas
$30K – – –
OF
1705
Outfitter Financial
Maine
$30K +$33.2K +500 New
WAM
1706
WFA Asset Management
Wisconsin
$29K +$31.9K +480 New
HFM
1707
Harvest Fund Management
China
$29K – – –
JMF
1708
Johnson Midwest Financial
Iowa
$29K +$266 +4 +0.8%
OAJ
1709
Ogorek Anthony Joseph
New York
$28K – – –
EWM
1710
Edge Wealth Management
New York
$28K +$66 +1 +0.2%
RWM
1711
Raffa Wealth Management
District of Columbia
$27.2K +$598 +9 +2%
AWM
1712
Activest Wealth Management
Florida
$27K -$37K -557 -56%
CFO
1713
CVA Family Office
Colorado
$27K -$30.1K -453 -50%
SFG
1714
Sage Financial Group
Pennsylvania
$27K – – –
SFPG
1715
Stonebridge Financial Planning Group
Florida
$26K – – –
DI
1716
Disciplined Investments
Oklahoma
$26K +$28.3K +425 New
TIM
1717
Tortoise Investment Management
New York
$25K -$332 -5 -1%
FBT
1718
First Bank & Trust
South Dakota
$25K – – –
HWA
1719
HHM Wealth Advisors
Tennessee
$25K – – –
BA
1720
Bellwether Advisors
Nebraska
$24K -$27.3K -410 -50%
TC
1721
Trust Company
Kansas
$24K -$1.33K -20 -5%
TC
1722
TAP Consulting
Missouri
$23K +$25.7K +386 New
MTWM
1723
Masso Torrence Wealth Management
New Jersey
$23K +$25.7K +387 New
LWANC
1724
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
BI
1725
Blooom Inc
Kansas
$21K -$11.7K -176 -1%
67 68
69
70 71