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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1951
Symphony Financial
Texas
$263K -$32.9K -317 -12%
SAM
1952
Smithbridge Asset Management
Pennsylvania
$263K +$234K +2,253 New
SPI
1953
Strategic Planning Inc
Ohio
$263K +$1.45K +14 +0.6%
TWM
1954
Tripletail Wealth Management
Florida
$263K +$5.19K +50 +2%
WA
1955
Wealth Architects
California
$260K -$2.6K -25 -1%
CWG
1956
Crown Wealth Group
North Carolina
$260K +$232K +2,230 New
LRWA
1957
Long Run Wealth Advisors
New York
$260K -$4.05K -39 -2%
VA
1958
Valmark Advisers
Ohio
$260K +$23.4K +225 +11%
YDMI
1959
Y.D. More Investments
Israel
$259K -$16.6K -160 -7%
LDB
1960
Lee, Danner & Bass
Tennessee
$258K – – –
CA
1961
COFG Advisors
Illinois
$258K +$229K +2,207 New
PCA
1962
Peddock Capital Advisors
Massachusetts
$257K – – –
SPP
1963
Single Point Partners
Massachusetts
$257K +$10.6K +102 +5%
NC
1964
North Capital
Utah
$257K -$104 -1 -0%
TBNY
1965
Trustco Bank (New York)
New York
$256K -$49.1K -473 -18%
SWM
1966
Segment Wealth Management
Texas
$255K – – –
WAM
1967
Weinberger Asset Management
California
$255K +$1.14K +11 +0.5%
PIA
1968
Pinion Investment Advisors
Kansas
$255K +$227K +2,182 New
SIM
1969
Seaview Investment Managers
Florida
$254K – – –
AL
1970
ARWA LLC
Texas
$253K +$226K +2,172 New
WI
1971
Wedgewood Investors
Pennsylvania
$253K – – –
VCM
1972
Virtue Capital Management
Tennessee
$252K +$221K +2,127 New
RCM
1973
RB Capital Management
Nevada
$252K +$224K +2,157 New
SA
1974
Sonoma Allocations
California
$251K +$224K +2,156 New
TPW
1975
TL Private Wealth
Texas
$249K +$213K +2,052 New
77 78
79
80 81