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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1901
TruNorth Capital Management
Michigan
$34K -$13.1K -181 -31%
AT
1902
Avalon Trust
New Mexico
$34K – – –
MWM
1903
MorganRosel Wealth Management
Colorado
$34K – – –
CWM
1904
CarsonAllaria Wealth Management
Illinois
$32.4K +$72 +1 +0.3%
CWM
1905
Consultiva Wealth Management
Puerto Rico
$32.3K – – –
AG
1906
AmeriFlex Group
Nevada
$31.5K +$1.59K +22 +6%
TIM
1907
Tortoise Investment Management
New York
$31.2K +$6.29K +87 +31%
M
1908
MOTCO
Texas
$29.7K +$1.88K +26 +9%
WFA
1909
West Financial Advisors
Iowa
$29.6K – – –
JGIA
1910
Jackson Grant Investment Advisers
Connecticut
$29.3K – – –
MSWM
1911
Mowery & Schoenfeld Wealth Management
Illinois
$29.1K – – –
ITIM
1912
Indiana Trust & Investment Management
Indiana
$28.9K – – –
SWIM
1913
Smallwood Wealth Investment Management
New Jersey
$28.2K – – –
TFM
1914
TFC Financial Management
Massachusetts
$27.7K – – –
RCMU
1915
Rokos Capital Management (UK)
United Kingdom
$26.6K +$22.6K +312 New
HWP
1916
Highline Wealth Partners
California
$26.3K -$361 -5 -2%
LAM
1917
LOM Asset Management
$26K +$21.7K +300 New
BWM
1918
Bullock Wealth Management
Indiana
$25.9K +$72 +1 +0.3%
NECFA
1919
New England Capital Financial Advisors
Connecticut
$25.9K – – –
PAI
1920
Pittenger & Anderson Inc
Nebraska
$25.5K – – –
AEPWM
1921
Atlantic Edge Private Wealth Management
Florida
$25.5K +$1.81K +25 +9%
FMP
1922
Financial Management Professionals
Texas
$24.9K -$4.05K -56 -16%
RWM
1923
Raffa Wealth Management
District of Columbia
$24.4K – – –
AWM
1924
Abound Wealth Management
Tennessee
$24.2K – – –
HWM
1925
Horizons Wealth Management
North Carolina
$24.1K -$1.45K -20 -7%
75 76
77
78 79