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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1951
ORG Wealth Partners
Texas
$7.18K +$7.7K +101 New
QPBE
1952
Quintet Private Bank (Europe)
Luxembourg
$7.1K -$136K -1,779 -95%
FDCP
1953
Foster Dykema Cabot & Partners
Massachusetts
$7.1K -$5.41K -71 -42%
FGA
1954
Fortis Group Advisors
New Jersey
$7.1K – – –
HRC
1955
Hoertkorn Richard Charles
$7.1K – – –
MCI
1956
MRP Capital Investments
Georgia
$7.1K – – –
SHF
1957
Safe Harbor Fiduciary
Florida
$7.1K +$7.63K +100 New
CFS
1958
Compass Financial Services
Iowa
$6.96K +$7.47K +98 New
TCM
1959
Tradewinds Capital Management
Washington
$6.75K – – –
WCM
1960
WealthTrak Capital Management
Virginia
$6.75K +$3.43K +45 +90%
MSWA
1961
Marshall & Sterling Wealth Advisors
New York
$6.74K +$4.35K +57 +150%
MBFW
1962
Morton Brown Family Wealth
Pennsylvania
$6.32K +$5.26K +69 +345%
ABWM
1963
Alpine Bank Wealth Management
Colorado
$6.11K +$6.56K +86 New
CTA
1964
Colonial Trust Advisors
South Carolina
$5.89K – – –
CT
1965
Coastline Trust
Rhode Island
$5.82K -$7.93K -104 -56%
IHWM
1966
Iron Horse Wealth Management
Iowa
$5.68K – – –
CG
1967
Curat Global
New Hampshire
$5.47K +$5.87K +77 New
FUBT
1968
First United Bank & Trust
Maryland
$5.25K – – –
PWM
1969
Parkworth Wealth Management
California
$4.95K +$229 +3 +4%
KLWA
1970
Kelly Lawrence W & Associates
California
$4.9K – – –
CWA
1971
Carolina Wealth Advisors
South Carolina
$4.76K – – –
TCA
1972
Trifecta Capital Advisors
Illinois
$4.62K – – –
NSG
1973
Nalls Sherbakoff Group
Tennessee
$4.4K +$4.73K +62 New
KWM
1974
Kiker Wealth Management
Georgia
$4.26K +$4.58K +60 New
WW
1975
Winnow Wealth
Texas
$4.18K +$1.45K +19 +48%
77 78
79
80 81