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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2026
Joseph P. Lucia & Associates
New York
$303K +$391 +3 +0.1%
FA
2027
Fermata Advisors
California
$303K +$282K +2,167 New
CWG
2028
Crown Wealth Group
North Carolina
$303K +$130 +1 +0%
WI
2029
Wedgewood Investors
Pennsylvania
$303K – – –
WGAM
2030
Wilkinson Global Asset Management
New York
$303K – – –
GSWM
2031
Golden State Wealth Management
California
$303K +$9.37K +72 +3%
YDMI
2032
Y.D. More Investments
Israel
$301K +$14.2K +109 +5%
5W
2033
5T Wealth
California
$300K -$781 -6 -0.3%
CA
2034
Calton & Associates
Florida
$300K -$261K -2,002 -48%
E
2035
Entelevest
Florida
$300K +$8.72K +67 +3%
AGC
2036
August Group Capital
$300K -$10K -77 -3%
FGWP
2037
Founders Grove Wealth Partners
Virginia
$299K +$13.7K +105 +5%
EFMC
2038
Empire Financial Management Company
New York
$298K -$21.3K -164 -7%
MHWM
2039
Montz Harcus Wealth Management
Louisiana
$298K +$5.34K +41 +2%
OHWP
2040
Oak Harbor Wealth Partners
North Carolina
$298K -$84.6K -650 -23%
PWP
2041
Principle Wealth Partners
Connecticut
$298K -$43.1K -331 -13%
PCH
2042
PGIM Custom Harvest
New Jersey
$297K +$27.2K +209 +11%
MWA
2043
Motive Wealth Advisors
Michigan
$297K +$23.8K +183 +9%
WC
2044
Weil Company
California
$296K – – –
TWA
2045
TCI Wealth Advisors
Arizona
$296K +$391 +3 +0.1%
LWM
2046
Laidlaw Wealth Management
New York
$295K +$275K +2,110 New
WIM
2047
Warwick Investment Management
Texas
$295K +$18.4K +141 +7%
PB
2048
Pinnacle Bancorp
Nebraska
$295K – – –
MC
2049
Mathes Company
New York
$294K – – –
OCM
2050
Orleans Capital Management
Louisiana
$293K +$273K +2,097 New
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