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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1876
Visionary Wealth Advisors
Illinois
– -$209K -3,310 Closed
PCMC
1877
Private Capital Management (Colorado)
Colorado
– -$209K -3,307 Closed
HCM
1878
Howard Capital Management
Georgia
– -$207K -3,275 Closed
BO
1879
Bank OZK
Arkansas
– -$206K -3,255 Closed
NJBEST
1880
New Jersey Better Educational Savings Trust
New Jersey
– -$203K -3,211 Closed
EHAM
1881
Eagle Harbor Asset Management
Washington
– -$203K -3,208 Closed
BFS
1882
Bradley Foster & Sargent
Connecticut
– -$202K -3,196 Closed
TBA
1883
Tower Bridge Advisors
Pennsylvania
– -$202K -3,196 Closed
BCM
1884
BluePath Capital Management
Georgia
– -$202K -3,188 Closed
CBFP
1885
Cedar Brook Financial Partners
Ohio
– -$201K -3,185 Closed
BBWP
1886
Beacon Bridge Wealth Partners
Pennsylvania
– -$201K -3,175 Closed
JAFL
1887
Jay A. Fishman Ltd
Michigan
– -$201K -3,175 Closed
HBT
1888
Hills Bank & Trust
Iowa
– -$115K -1,820 Closed
HT
1889
Headlands Technologies
Illinois
– -$113K -1,792 Closed
FFWM
1890
Future Financial Wealth Management
Ohio
– -$94.9K -1,500 Closed
SIM
1891
Studio Investment Management
Illinois
– -$71.1K -1,125 Closed
CB
1892
Community Bank
New York
– -$63.2K -1,000 Closed
RA
1893
Rational Advisors
New York
– -$61.2K -968 Closed
CAM
1894
Costello Asset Management
Pennsylvania
– -$59.7K -944 Closed
FF
1895
Friedenthal Financial
New Jersey
– -$52K -822 Closed
OCM
1896
Orion Capital Management
California
– -$37.9K -600 Closed
GAA
1897
Global Assets Advisory
Florida
– -$32.8K -517 Closed
MAWCM
1898
Mine & Arao Wealth Creation & Management
California
– -$19.2K -303 Closed
IPW
1899
Impact Partnership Wealth
Georgia
– -$18.8K -297 Closed
FSWA
1900
Financial Synergies Wealth Advisors
Texas
– -$15.2K -241 Closed
73 74 75
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