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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1701
Principal Street Partners
Tennessee
$403K -$55.7K -489 -12%
FFA
1702
Florida Financial Advisors
Florida
$402K +$28.5K +250 +8%
EWS
1703
Evergreen Wealth Solutions
Pennsylvania
$402K +$404K +3,547 New
GPA
1704
Garrison Point Advisors
California
$401K – – –
GH
1705
GAM Holding
Switzerland
$401K -$1.93M -16,907 -83%
PWP
1706
Ponta Wealth Partners
Florida
$400K +$51.9K +456 +15%
NRS
1707
Neville Rodie & Shaw
New York
$399K – – –
FZCM
1708
Flynn Zito Capital Management
New York
$397K -$18.7K -164 -4%
SI
1709
Sava Infond
Slovenia
$397K – – –
TAFW
1710
Tred Avon Family Wealth
Maryland
$396K -$10.5K -92 -3%
VDC
1711
Van Diest Capital
Iowa
$395K +$397K +3,486 New
DI
1712
Decision Investments
California
$394K -$52.2K -458 -12%
LAM
1713
Lifestyle Asset Management
Texas
$394K +$24K +211 +6%
JWS
1714
Juncture Wealth Strategies
Arizona
$394K -$17.1K -150 -4%
Plancorp LLC
1715
Plancorp LLC
Missouri
$392K +$3.42K +30 +1%
EL
1716
EWA LLC
Pennsylvania
$390K +$76.3K +670 +24%
Modera Wealth Management
1717
Modera Wealth Management
New Jersey
$389K -$392K -3,445 -50%
OIM
1718
Orca Investment Management
Oregon
$387K – – –
VFA
1719
Voya Financial Advisors
Connecticut
$385K +$6.15K +54 +2%
SCP
1720
Sivia Capital Partners
California
$384K -$1.01M -8,848 -72%
KV
1721
Kickstand Ventures
New York
$383K – – –
AWAP
1722
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$383K – – –
PA
1723
PFG Advisors
Arizona
$382K +$155K +1,361 +68%
Washington Trust
1724
Washington Trust
Rhode Island
$381K +$53K +465 +16%
Avantax Planning Partners
1725
Avantax Planning Partners
Iowa
$381K +$2.5K +22 +0.7%