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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1926
Harbor Capital Advisors
Illinois
$24K +$2.02K +28 +11%
BC
1927
Barrett & Company
Rhode Island
$23.8K +$1.08K +15 +6%
CAWM
1928
Capital A Wealth Management
Pennsylvania
$23K +$32.4K +448 New
EPIMS
1929
Evelyn Partners Investment Management Services
$23K -$21.7K -300 -53%
VFIC
1930
Valley Forge Investment Consultants
Pennsylvania
$23K – – –
PSB
1931
Piscataqua Savings Bank
New Hampshire
$23K +$19.5K +270 New
WA
1932
Whipplewood Advisors
Colorado
$22.8K -$21.8K -302 -53%
TCA
1933
Trifecta Capital Advisors
Illinois
$22.8K +$14.7K +203 +312%
MTIC
1934
Missouri Trust & Investment Company
Missouri
$22.1K – – –
1IA
1935
1620 Investment Advisors
Massachusetts
$21.4K – – –
AT
1936
Arlington Trust
Alabama
$21.3K – – –
GA
1937
GoalVest Advisory
New York
$21.3K +$17.9K +247 +8,233%
SC
1938
Swan Capital
Florida
$21.2K +$4.77K +66 +36%
AWM
1939
Accredited Wealth Management
Kentucky
$20.9K – – –
RMC
1940
Resources Management Corp
Connecticut
$20K -$1.3M -18,000 -99%
RTL
1941
Red Tortoise LLC
Georgia
$19.8K – – –
DWM
1942
Dogwood Wealth Management
Kansas
$19.3K +$15.4K +213 +1,638%
AWM
1943
Atticus Wealth Management
Florida
$19.1K +$145 +2 +0.9%
VWA
1944
Valued Wealth Advisors
Utah
$19K -$5.42K -75 -25%
EWM
1945
Evolution Wealth Management
Florida
$18.5K +$15.7K +217 New
SPF
1946
South Plains Financial
Texas
$18K – – –
FG
1947
Fairman Group
Pennsylvania
$17.2K – – –
1L
1948
10Elms LLP
Oklahoma
$17.1K – – –
ACM
1949
Anfield Capital Management
California
$17.1K – – –
HFS
1950
Hughes Financial Services
Virginia
$17.1K +$3.04K +42 +29%
76 77
78
79 80