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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1826
Oak Harbor Wealth Partners
North Carolina
$315K +$1.71K +15 +0.5%
MAM
1827
McLean Asset Management
Virginia
$314K +$2.85K +25 +0.9%
PA
1828
Planning Alternatives
Michigan
$314K +$75.5K +663 +31%
ALA
1829
Atlas Legacy Advisors
California
$313K +$46.7K +410 +17%
RCM
1830
Raleigh Capital Management
North Carolina
$313K +$3.3K +29 +1%
WP
1831
Westmount Partners
California
$312K +$314K +2,753 New
CSA
1832
Cottage Street Advisors
Massachusetts
$312K – – –
SFG
1833
SevenBridge Financial Group
Pennsylvania
$310K -$6.72K -59 -2%
PAA
1834
Peregrine Asset Advisers
Oregon
$309K – – –
MCC
1835
Money Concepts Capital
Florida
$309K +$21.8K +191 +8%
AF
1836
Atala Financial
California
$306K +$5.35K +47 +2%
GCS
1837
Gordian Capital (Singapore)
Singapore
$306K -$353K -3,100 -53%
OAS
1838
Optivise Advisory Services
Tennessee
$306K +$83.5K +733 +37%
GWP
1839
Gen-Wealth Partners
Michigan
$306K -$30.9K -271 -9%
IRP
1840
Investment Research Partners
Pennsylvania
$305K -$50.8K -446 -14%
WQ
1841
Wealth Quarterback
New Jersey
$305K -$17.1K -150 -5%
WIM
1842
WealthPlan Investment Management
Nebraska
$305K -$376K -3,305 -55%
WBWA
1843
William B. Walkup & Associates
South Carolina
$304K -$77.4K -680 -14%
SAM
1844
Secure Asset Management
Michigan
$304K -$71.2K -625 -19%
LF
1845
Lighthouse Financial
Florida
$303K +$38.4K +337 +14%
VEM
1846
Vann Equity Management
Texas
$303K +$304K +2,671 New
ACM
1847
Arcataur Capital Management
Wisconsin
$302K – – –
CT
1848
Caldwell Trust
Florida
$301K +$12.6K +111 +4%
CAC
1849
Core Alternative Capital
Georgia
$301K +$38.3K +336 +14%
AA
1850
Apriem Advisors
California
$301K +$41.2K +362 +16%
72 73
74
75 76