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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1901
Capital Performance Advisors
California
$366K -$599K -4,602 -64%
FCG
1902
Fielder Capital Group
Tennessee
$365K +$4.17K +32 +1%
BHC
1903
Bowen Hanes & Co
Florida
$365K – – –
AM
1904
AGF Management
Ontario, Canada
$365K – – –
RIM
1905
RW Investment Management
Idaho
$365K – – –
HFBOT
1906
Home Federal Bank of Tennessee
Tennessee
$363K – – –
WF
1907
Whelan Financial
California
$363K +$1.56K +12 +0.5%
DAM
1908
Directional Asset Management
Illinois
$363K -$5.47K -42 -2%
GH
1909
GAM Holding
Switzerland
$362K -$124K -951 -27%
OW
1910
Olistico Wealth
Oklahoma
$362K – – –
GWP
1911
Gen-Wealth Partners
Michigan
$362K -$14.3K -110 -4%
SC
1912
Searle & Co
Connecticut
$361K – – –
AAM
1913
AR Asset Management
California
$361K – – –
CA
1914
COFG Advisors
Illinois
$359K +$27.7K +213 +9%
MAM
1915
McLean Asset Management
Virginia
$359K -$7.68K -59 -2%
EA
1916
Emerald Advisors
Washington
$359K +$25.1K +193 +8%
SWMP
1917
Signature Wealth Management Partners
New Jersey
$358K – – –
HEM
1918
Henson-Edgewater Management
Ohio
$358K – – –
VBCG
1919
Valley Brook Capital Group
Pennsylvania
$357K – – –
TWM
1920
Tradition Wealth Management
Minnesota
$357K +$8.98K +69 +3%
HC
1921
Hamilton Capital
Ohio
$356K -$72.2K -555 -18%
SP
1922
Successful Portfolios
Florida
$355K -$21.2K -163 -6%
VCM
1923
Vines Capital Management
Louisiana
$355K +$47.1K +362 +17%
ALA
1924
Atlas Legacy Advisors
California
$354K -$29.3K -225 -8%
CVA
1925
Central Valley Advisors
California
$354K +$260 +2 +0.1%
75 76
77
78 79