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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1801
Paragon Private Wealth Management
Kentucky
$335K +$24.4K +235 +9%
SWM
1802
Stronghold Wealth Management
Florida
$335K +$298K +2,870 New
PWM
1803
Paulson Wealth Management
Illinois
$335K -$10.4K -100 -3%
JCM
1804
Jag Capital Management
Missouri
$334K +$66.6K +641 +29%
G
1805
GenTrust
Florida
$333K +$297K +2,857 New
SP
1806
Stonebrook Private
Michigan
$333K +$10.1K +97 +4%
ZF
1807
Zhang Financial
Michigan
$333K +$296K +2,852 New
RBWA
1808
RFG - Bristol Wealth Advisors
Massachusetts
$333K +$1.56K +15 +0.5%
CPW
1809
Cogent Private Wealth
Florida
$332K +$295K +2,845 New
WQ
1810
Wealth Quarterback
New Jersey
$332K +$1.66K +16 +0.6%
PCMNC
1811
Piedmont Capital Management (North Carolina)
North Carolina
$331K +$295K +2,839 New
GC
1812
GatePass Capital
Ohio
$331K +$73.1K +704 +33%
CVM
1813
Cheviot Value Management
California
$329K – – –
SP
1814
Successful Portfolios
Florida
$328K +$104 +1 +0%
RWM
1815
RKL Wealth Management
Pennsylvania
$327K -$10.4K -100 -3%
ACA
1816
Anchor Capital Advisors
Massachusetts
$327K -$8.83K -85 -3%
TWM
1817
Tradition Wealth Management
Minnesota
$326K +$290K +2,797 New
EHWM
1818
Eads & Heald Wealth Management
Georgia
$326K -$29.6K -285 -9%
NCTC
1819
New Covenant Trust Company
Indiana
$326K -$8.72K -84 -3%
WHG
1820
Westwood Holdings Group
Texas
$325K – – –
LOWM
1821
Laurel Oak Wealth Management
New Jersey
$323K +$288K +2,770 New
FFG
1822
Frisch Financial Group
New York
$323K +$1.14K +11 +0.4%
EL
1823
EWA LLC
Pennsylvania
$323K +$9.76K +94 +4%
OHWP
1824
Oak Harbor Wealth Partners
North Carolina
$323K – – –
NWA
1825
New World Advisors
Massachusetts
$323K +$35.8K +345 +14%
71 72
73
74 75