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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1701
Ponta Wealth Partners
Florida
$400K +$51.9K +456 +15%
NRS
1702
Neville Rodie & Shaw
New York
$399K – – –
FZCM
1703
Flynn Zito Capital Management
New York
$397K -$18.7K -164 -4%
SI
1704
Sava Infond
Slovenia
$397K – – –
TAFW
1705
Tred Avon Family Wealth
Maryland
$396K -$10.5K -92 -3%
VDC
1706
Van Diest Capital
Iowa
$395K +$397K +3,486 New
DI
1707
Decision Investments
California
$394K -$52.2K -458 -12%
LAM
1708
Lifestyle Asset Management
Texas
$394K +$24K +211 +6%
JWS
1709
Juncture Wealth Strategies
Arizona
$394K -$17.1K -150 -4%
PL
1710
Plancorp LLC
Missouri
$392K +$3.42K +30 +1%
EL
1711
EWA LLC
Pennsylvania
$390K +$76.3K +670 +24%
MWM
1712
Modera Wealth Management
New Jersey
$389K -$392K -3,445 -50%
OIM
1713
Orca Investment Management
Oregon
$387K – – –
VFA
1714
Voya Financial Advisors
Connecticut
$385K +$6.15K +54 +2%
SCP
1715
Sivia Capital Partners
California
$384K -$1.01M -8,848 -72%
KV
1716
Kickstand Ventures
New York
$383K – – –
AWAP
1717
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$383K – – –
PA
1718
PFG Advisors
Arizona
$382K +$155K +1,361 +68%
WT
1719
Washington Trust
Rhode Island
$381K +$53K +465 +16%
APP
1720
Avantax Planning Partners
Iowa
$381K +$2.5K +22 +0.7%
NWM
1721
Northwest Wealth Management
Iowa
$381K +$22.2K +195 +6%
BPCE
1722
Bank Pictet & Cie (Europe)
Germany
$379K +$37.6K +330 +11%
RFS
1723
Richardson Financial Services
Massachusetts
$379K +$5.24K +46 +1%
YIM
1724
Yoffe Investment Management
Pennsylvania
$378K – – –
CWS
1725
Cypress Wealth Services
California
$377K +$7.52K +66 +2%
67 68
69
70 71