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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1951
Ironwood Financial
Arizona
– -$93K -1,327 Closed
KIG
1952
Kessler Investment Group
Indiana
– -$79K -1,123 Closed
KIG
1953
Kowal Investment Group
Wisconsin
– -$69K -989 Closed
CPWM
1954
Cypress Point Wealth Management
Texas
– -$66K -942 Closed
VC
1955
Veracity Capital
Georgia
– -$62K -882 Closed
JPLA
1956
Joseph P. Lucia & Associates
New York
– -$60K -849 Closed
GPA
1957
Guidance Point Advisors
Massachusetts
– -$50K -712 Closed
LWM
1958
Liberty Wealth Management
California
– -$41K -591 Closed
ITFISA
1959
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$40.1K -572 Closed
CFA
1960
Cahill Financial Advisors
Minnesota
– -$35K -500 Closed
JC
1961
JBF Capital
Colorado
– -$35K -500 Closed
RCA
1962
Ranch Capital Advisors
Florida
– -$33K -466 Closed
TVWM
1963
Tower View Wealth Management
Wisconsin
– -$28K -400 Closed
PWA
1964
Phoenix Wealth Advisors
North Carolina
– -$27K -389 Closed
CYG
1965
Clean Yield Group
Vermont
– -$27K -383 Closed
CDIA
1966
Capital Directions Investment Advisors
Georgia
– -$26K -370 Closed
TF
1967
Tompkins Financial
New York
– -$23K -331 Closed
RTL
1968
Red Tortoise LLC
Georgia
– -$10K -233 Closed
GKWIM
1969
Gerber Kawasaki Wealth & Investment Management
California
– -$15K -224 Closed
DFCM
1970
Dark Forest Capital Management
Puerto Rico
– -$15K -208 Closed
CPC
1971
Consolidated Planning Corp
Georgia
– -$14K -205 Closed
EWM
1972
Evermay Wealth Management
Virginia
– -$14K -200 Closed
WLPWM
1973
Walled Lake Planning & Wealth Management
Illinois
– -$14K -200 Closed
BAM
1974
Baldrige Asset Management
Pennsylvania
– -$5K -72 Closed
IWP
1975
IAG Wealth Partners
Wisconsin
– -$4.46K -67 -94%
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79
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