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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
Connecticut Wealth Management
Connecticut
$358K +$31.9K +280 +10%
FFA
1752
Fragasso Financial Advisors
Pennsylvania
$356K +$108K +951 +46%
KMWM
1753
Keudell/Morrison Wealth Management
Oregon
$356K -$107K -937 -23%
ATFA
1754
All Terrain Financial Advisors
Minnesota
$355K – – –
CPW
1755
Cogent Private Wealth
Florida
$355K +$32.2K +283 +10%
TGAM
1756
TBH Global Asset Management
Tennessee
$354K -$64.8K -569 -15%
VI
1757
VectorGlobal IAG
Florida
$353K +$355K +3,117 New
PPWM
1758
Paragon Private Wealth Management
Kentucky
$353K +$28K +246 +9%
AFT
1759
Alpha Family Trust
California
$352K – – –
MT
1760
Midwest Trust
Kansas
$352K +$342 +3 +0.1%
HC
1761
Hamilton Capital
Ohio
$352K +$6.83K +60 +2%
BM
1762
Berman McAleer
Maryland
$351K +$24.4K +214 +7%
MWM
1763
MinichMacGregor Wealth Management
New York
$350K +$1.02K +9 +0.3%
VA
1764
Valmark Advisers
Ohio
$349K +$97.3K +854 +38%
APWM
1765
Argonautica Private Wealth Management
Massachusetts
$349K – – –
NWA
1766
Navis Wealth Advisors
New York
$348K -$91.1K -800 -21%
G
1767
GenTrust
Florida
$348K +$23.8K +209 +7%
GRR
1768
Golden Reserve Retirement
Ohio
$347K +$349K +3,062 New
MSWM
1769
McGlone Suttner Wealth Management
Wisconsin
$346K +$1.94K +17 +0.6%
YWM
1770
Yoder Wealth Management
California
$346K +$2.85K +25 +0.8%
SP
1771
Saranac Partners
$344K +$381K +3,345 New
WPWM
1772
Western Pacific Wealth Management
Illinois
$344K – – –
PCM
1773
Prelude Capital Management
New York
$344K -$289K -2,535 -46%
OC
1774
Oakworth Capital
Alabama
$343K +$34.2K +300 +11%
LWA
1775
Lantern Wealth Advisors
New York
$343K +$134K +1,176 +64%
69 70
71
72 73