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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2026
Paces Ferry Wealth Advisors
Georgia
$236K -$24.6K -216 -9%
WAL
2027
W Advisors LLC
Tennessee
$236K +$6.95K +61 +3%
FWSM
2028
First Wilshire Securities Management
California
$236K -$32.3K -284 -12%
CWA
2029
Centennial Wealth Advisory
Michigan
$236K +$237K +2,077 New
CRWM
2030
Castle Rock Wealth Management
California
$236K +$1.71K +15 +0.7%
E
2031
Entelevest
Florida
$235K -$5.58K -49 -2%
CNBOF
2032
City National Bank of Florida
Florida
$235K +$236K +2,069 New
VHAM
2033
Van Hulzen Asset Management
California
$235K – – –
TCM
2034
Triumph Capital Management
Colorado
$234K +$31.7K +278 +16%
MGWM
2035
Marks Group Wealth Management
Minnesota
$233K -$2.85K -25 -1%
CPWL
2036
Coquina Private Wealth LLC
Florida
$233K -$6.61K -58 -3%
JRPIM
2037
Journey Retirement Planning & Investment Management
Idaho
$232K -$501K -4,397 -68%
VC
2038
Veery Capital
Delaware
$231K -$1.37K -12 -0.6%
YDMI
2039
Y.D. More Investments
Israel
$231K -$19.8K -174 -8%
AWM
2040
Avaii Wealth Management
Wisconsin
$231K -$355K -3,118 -61%
FGWP
2041
Founders Grove Wealth Partners
Virginia
$231K +$17.9K +157 +8%
ICP
2042
Impact Capital Partners
Colorado
$230K +$2.05K +18 +0.9%
ACS
2043
Archford Capital Strategies
Illinois
$230K +$13.8K +121 +6%
GPW
2044
Genesis Private Wealth
Virginia
$229K -$6.49K -57 -3%
LC
2045
LCNB Corp
Ohio
$229K +$1.02K +9 +0.4%
FCM
2046
Fourpath Capital Management
Oklahoma
$228K +$114 +1 +0%
FPWM
2047
FSB Premier Wealth Management
Iowa
$228K +$683 +6 +0.3%
PFM
2048
Phillips Financial Management
Indiana
$228K -$3.64K -32 -2%
FG
2049
Foster Group
Iowa
$228K +$9.79K +86 +4%
HIM
2050
Hanlon Investment Management
New Jersey
$228K -$228 -2 -0.1%
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