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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1951
IVC Wealth Advisors
Pennsylvania
$332K -$3.38K -26 -1%
IAAG
1952
Innovative Asset Advisors Group
Connecticut
$331K +$10.2K +78 +3%
ECA
1953
Elevated Capital Advisors
Utah
$331K -$215K -1,652 -41%
WWC
1954
Waypoint Wealth Counsel
Georgia
$329K -$198K -1,520 -39%
MWM
1955
Maridea Wealth Management
New York
$329K +$306K +2,347 New
SCM
1956
SCS Capital Management
Massachusetts
$328K +$26.8K +206 +10%
SCM
1957
Stevens Capital Management
Pennsylvania
$328K +$305K +2,342 New
SC
1958
Sapient Capital
Indiana
$326K -$511K -3,925 -63%
AT
1959
American Trust
Kentucky
$326K +$10.4K +80 +4%
MIP
1960
Marietta Investment Partners
Wisconsin
$326K – – –
ESC
1961
Eurizon SLJ Capital
$325K – – –
FIA
1962
FPC Investment Advisory
California
$323K – – –
TW
1963
Traveka Wealth
California
$323K +$2.47K +19 +0.8%
CIA
1964
Cape Investment Advisory
Georgia
$323K +$11.3K +87 +4%
SWM
1965
Segment Wealth Management
Texas
$322K -$8.98K -69 -3%
NIM
1966
Northeast Investment Management
Massachusetts
$322K +$300K +2,302 New
VA
1967
Verdad Advisers
Massachusetts
$322K +$300K +2,301 New
TWM
1968
Tripletail Wealth Management
Florida
$322K – – –
QFA
1969
Quantum Financial Advisors
California
$322K +$391 +3 +0.1%
BIA
1970
Beacon Investment Advisors
Maryland
$321K – – –
PWA
1971
Providence Wealth Advisors
Illinois
$321K +$1.3K +10 +0.4%
CPSC
1972
Carl P. Sherr & Co
Massachusetts
$321K – – –
LWM
1973
Lyell Wealth Management
California
$321K +$26K +200 +10%
SG
1974
StoneX Group
New York
$321K +$5.6K +43 +2%
FWM
1975
FMB Wealth Management
California
$320K +$260 +2 +0.1%
77 78
79
80 81