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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1701
Addison Advisors
Vermont
$222K +$29.6K +409 +19%
CSPIA
1702
Cary Street Partners Investment Advisory
Virginia
$221K +$32.9K +455 +21%
SC
1703
Searle & Co
Connecticut
$220K +$187K +2,589 New
HPC
1704
HM Payson & Co
Maine
$220K – – –
OMIC
1705
Old Mission Investment Co
Michigan
$219K +$186K +2,573 New
AAM
1706
AR Asset Management
California
$219K +$186K +2,576 New
GPW
1707
Genesis Private Wealth
Virginia
$219K +$186K +2,572 New
GBT
1708
Grove Bank & Trust
Florida
$219K -$29.8K -412 -14%
LWM
1709
LeConte Wealth Management
Tennessee
$218K +$185K +2,557 New
VBCG
1710
Valley Brook Capital Group
Pennsylvania
$217K +$184K +2,550 New
OW
1711
Olistico Wealth
Oklahoma
$217K +$166K +2,300 +939%
CT
1712
Caldwell Trust
Florida
$217K -$54.8K -758 -23%
KFSC
1713
Keystone Financial Services (Colorado)
Colorado
$216K +$184K +2,543 New
AFA
1714
Allium Financial Advisors
Oregon
$216K +$183K +2,537 New
PWM
1715
Paulson Wealth Management
Illinois
$216K +$183K +2,532 New
FWSM
1716
First Wilshire Securities Management
California
$215K +$182K +2,522 New
IWA
1717
IVC Wealth Advisors
Pennsylvania
$215K -$31.3K -433 -15%
CWM
1718
Concentrum Wealth Management
California
$214K +$182K +2,516 New
FWM
1719
FMB Wealth Management
California
$214K +$182K +2,515 New
TCM
1720
Towercrest Capital Management
Pennsylvania
$214K +$182K +2,514 New
GA
1721
Goldstein Advisors
Wisconsin
$214K -$147K -2,040 -45%
MWA
1722
Meridian Wealth Advisors
Texas
$214K +$182K +2,512 New
CFG
1723
Copley Financial Group
California
$213K +$181K +2,507 New
EL
1724
EWA LLC
Pennsylvania
$213K +$180K +2,497 New
PWA
1725
Providence Wealth Advisors
Illinois
$209K +$164K +2,275 New
67 68
69
70 71