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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1826
Wealth Architects
California
$229K +$214K +2,257 New
SA
1827
Sylvest Advisors
Texas
$228K -$13.1K -138 -6%
ATS
1828
Ashton Thomas Securities
New York
$228K +$213K +2,247 New
SPI
1829
Strategic Planning Inc
Ohio
$227K +$212K +2,237 New
FA
1830
FDx Advisors
Illinois
$227K +$213K +2,241 New
WIM
1831
Warwick Investment Management
Texas
$227K +$212K +2,233 New
JCM
1832
Jag Capital Management
Missouri
$226K +$9.68K +102 +5%
TTWM
1833
TCV Trust & Wealth Management
Virginia
$226K +$211K +2,222 New
AT
1834
American Trust
Kentucky
$225K +$211K +2,221 New
LDB
1835
Lee, Danner & Bass
Tennessee
$225K +$210K +2,214 New
NWM
1836
Northwest Wealth Management
Iowa
$225K +$210K +2,212 New
AIM
1837
Acropolis Investment Management
Missouri
$224K +$249K +2,629 New
FCM
1838
Fourpath Capital Management
Oklahoma
$224K -$97K -1,022 -32%
TWA
1839
TCI Wealth Advisors
Arizona
$223K +$209K +2,202 New
MGWM
1840
Marks Group Wealth Management
Minnesota
$223K +$209K +2,201 New
NC
1841
North Capital
Utah
$223K +$4.84K +51 +2%
PCA
1842
Peddock Capital Advisors
Massachusetts
$223K +$209K +2,200 New
CFC
1843
Coyle Financial Counsel
Illinois
$222K +$208K +2,192 New
SWM
1844
Segment Wealth Management
Texas
$222K +$208K +2,189 New
LF
1845
Lighthouse Financial
Florida
$222K +$208K +2,188 New
RFS
1846
Richardson Financial Services
Massachusetts
$221K -$8.54K -90 -4%
GPW
1847
Genesis Private Wealth
Virginia
$221K -$37.2K -392 -15%
SL
1848
Summitry LLC
California
$221K +$207K +2,180 New
SIM
1849
Seaview Investment Managers
Florida
$221K -$175K -1,839 -46%
WAM
1850
Weinberger Asset Management
California
$221K +$207K +2,177 New
72 73
74
75 76