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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1951
FMB Wealth Management
California
$259K -$37.7K -331 -13%
FIC
1952
FCG Investment Company
Tennessee
$259K +$260K +2,286 New
PB
1953
Prosperity Bancshares
Texas
$259K -$17.4K -153 -6%
AIA
1954
AssuredPartners Investment Advisors
Florida
$259K +$28.5K +250 +13%
BFA
1955
Bill Few Associates
Pennsylvania
$259K -$2.39K -21 -0.9%
HFO
1956
Heritage Family Offices
Arizona
$257K +$258K +2,269 New
AL
1957
ARWA LLC
Texas
$257K -$12.9K -113 -5%
SPI
1958
Strategic Planning Inc
Ohio
$257K +$1.59K +14 +0.6%
1WA
1959
180 Wealth Advisors
Washington
$257K -$10K -88 -4%
HFS
1960
Howard Financial Services
Texas
$256K +$257K +2,258 New
TPW
1961
TL Private Wealth
Texas
$255K – – –
AT
1962
American Trust
Kentucky
$255K -$11.4K -100 -4%
TWIM
1963
TIAA Wealth Investment Management
New York
$255K +$256K +2,248 New
SG
1964
StoneX Group
New York
$254K -$121K -1,062 -32%
DP
1965
Denver PWM
Colorado
$254K +$230K +2,021 New
WA
1966
Wealth Architects
California
$253K +$114 +1 +0%
SCA
1967
Scott Capital Advisors
Oregon
$253K -$1.14K -10 -0.5%
TCM
1968
TT Capital Management
California
$252K -$176K -1,546 -41%
CIA
1969
Cape Investment Advisory
Georgia
$251K +$64.7K +568 +34%
AGC
1970
August Group Capital
$251K +$10.5K +92 +4%
LDB
1971
Lee, Danner & Bass
Tennessee
$251K – – –
NRC
1972
New Republic Capital
North Carolina
$251K -$201K -1,768 -44%
VFG
1973
Victory Financial Group
Texas
$251K +$33.9K +298 +16%
CFS
1974
Commonwealth Financial Services
West Virginia
$250K +$51.9K +456 +26%
NC
1975
North Capital
Utah
$250K +$228 +2 +0.1%
77 78
79
80 81