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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1826
New World Advisors
Massachusetts
$323K +$35.8K +345 +14%
TWD
1827
True Wealth Design
Ohio
$321K +$35.9K +346 +14%
CSA
1828
Cottage Street Advisors
Massachusetts
$321K +$10.4K +100 +4%
VCP
1829
Verus Capital Partners
Arizona
$321K +$8.52K +82 +3%
DCM
1830
DGS Capital Management
New Jersey
$320K +$3.74K +36 +1%
OW
1831
Olistico Wealth
Oklahoma
$320K +$13.7K +132 +5%
RCM
1832
Raleigh Capital Management
North Carolina
$318K +$623 +6 +0.2%
SWMP
1833
Signature Wealth Management Partners
New Jersey
$318K – – –
PAA
1834
Peregrine Asset Advisers
Oregon
$318K – – –
OC
1835
Oakworth Capital
Alabama
$318K -$208 -2 -0.1%
MCM
1836
MV Capital Management
Maryland
$318K +$28.6K +275 +11%
RIG
1837
RiverFront Investment Group
Virginia
$318K +$283K +2,723 New
MCA
1838
Magnolia Capital Advisors
Mississippi
$317K +$36.9K +355 +15%
GCM
1839
Gallacher Capital Management
Colorado
$315K -$104 -1 -0%
ACM
1840
Arcataur Capital Management
Wisconsin
$311K – – –
NFG
1841
Nations Financial Group
Iowa
$311K +$60.1K +579 +28%
VCM
1842
Vivaldi Capital Management
Illinois
$310K +$276K +2,659 New
MFP
1843
Meramec Financial Planners
Missouri
$309K +$262K +2,522 New
MAM
1844
McLean Asset Management
Virginia
$309K -$1.87K -18 -0.7%
GA
1845
Goldstein Advisors
Wisconsin
$307K -$1.35K -13 -0.5%
AIM
1846
Acropolis Investment Management
Missouri
$307K – – –
DAM
1847
Directional Asset Management
Illinois
$306K +$272K +2,623 New
FWM
1848
FMB Wealth Management
California
$305K – – –
CFO
1849
Cambient Family Office
Michigan
$305K +$272K +2,617 New
AF
1850
Atala Financial
California
$305K – – –
72 73
74
75 76