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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1901
Consultiva Wealth Management
Puerto Rico
$32.3K – – –
AG
1902
AmeriFlex Group
Nevada
$31.5K +$1.59K +22 +6%
TIM
1903
Tortoise Investment Management
New York
$31.2K +$6.29K +87 +31%
M
1904
MOTCO
Texas
$29.7K +$1.88K +26 +9%
WFA
1905
West Financial Advisors
Iowa
$29.6K – – –
JGIA
1906
Jackson Grant Investment Advisers
Connecticut
$29.3K – – –
MSWM
1907
Mowery & Schoenfeld Wealth Management
Illinois
$29.1K – – –
ITIM
1908
Indiana Trust & Investment Management
Indiana
$28.9K – – –
WOC
1909
West Oak Capital
California
$28.5K +$16.3K +225 +0.7%
SWIM
1910
Smallwood Wealth Investment Management
New Jersey
$28.2K – – –
TFM
1911
TFC Financial Management
Massachusetts
$27.7K – – –
RCMU
1912
Rokos Capital Management (UK)
United Kingdom
$26.6K +$22.6K +312 New
HWP
1913
Highline Wealth Partners
California
$26.3K -$361 -5 -2%
LAM
1914
LOM Asset Management
$26K +$21.7K +300 New
NECFA
1915
New England Capital Financial Advisors
Connecticut
$25.9K – – –
PAI
1916
Pittenger & Anderson Inc
Nebraska
$25.5K – – –
AEPWM
1917
Atlantic Edge Private Wealth Management
Florida
$25.5K +$1.81K +25 +9%
FMP
1918
Financial Management Professionals
Texas
$24.9K -$4.05K -56 -16%
RWM
1919
Raffa Wealth Management
District of Columbia
$24.4K – – –
AWM
1920
Abound Wealth Management
Tennessee
$24.2K – – –
HWM
1921
Horizons Wealth Management
North Carolina
$24.1K -$1.45K -20 -7%
HCA
1922
Harbor Capital Advisors
Illinois
$24K +$2.02K +28 +11%
BC
1923
Barrett & Company
Rhode Island
$23.8K +$1.08K +15 +6%
CAWM
1924
Capital A Wealth Management
Pennsylvania
$23K +$32.4K +448 New
EPIMS
1925
Evelyn Partners Investment Management Services
$23K -$21.7K -300 -53%
75 76
77
78 79