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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2026
Triumph Capital Management
Colorado
$234K +$31.7K +278 +16%
MGWM
2027
Marks Group Wealth Management
Minnesota
$233K -$2.85K -25 -1%
CPWL
2028
Coquina Private Wealth LLC
Florida
$233K -$6.61K -58 -3%
JRPIM
2029
Journey Retirement Planning & Investment Management
Idaho
$232K -$501K -4,397 -68%
VC
2030
Veery Capital
Delaware
$231K -$1.37K -12 -0.6%
YDMI
2031
Y.D. More Investments
Israel
$231K -$19.8K -174 -8%
AWM
2032
Avaii Wealth Management
Wisconsin
$231K -$355K -3,118 -61%
FGWP
2033
Founders Grove Wealth Partners
Virginia
$231K +$17.9K +157 +8%
ICP
2034
Impact Capital Partners
Colorado
$230K +$2.05K +18 +0.9%
ACS
2035
Archford Capital Strategies
Illinois
$230K +$13.8K +121 +6%
GPW
2036
Genesis Private Wealth
Virginia
$229K -$6.49K -57 -3%
LC
2037
LCNB Corp
Ohio
$229K +$1.02K +9 +0.4%
FCM
2038
Fourpath Capital Management
Oklahoma
$228K +$114 +1 +0%
FPWM
2039
FSB Premier Wealth Management
Iowa
$228K +$683 +6 +0.3%
PFM
2040
Phillips Financial Management
Indiana
$228K -$3.64K -32 -2%
FG
2041
Foster Group
Iowa
$228K +$9.79K +86 +4%
HIM
2042
Hanlon Investment Management
New Jersey
$228K -$228 -2 -0.1%
EAM
2043
Empirical Asset Management
Massachusetts
$227K -$1.9M -16,707 -89%
PWMG
2044
Prestige Wealth Management Group
New Jersey
$227K +$12.4K +109 +6%
APA
2045
Astoria Portfolio Advisors
New York
$227K +$200K +1,757 New
HC
2046
Hoese & Co
Minnesota
$227K – – –
RQS
2047
Ramsey Quantitative Systems
Kentucky
$227K – – –
MCIA
2048
Mountain Capital Investment Advisors
Colorado
$227K -$1.94K -17 -1%
AWS
2049
Arkfeld Wealth Strategies
Nebraska
$227K -$27.8K -244 -12%
SPI
2050
Sutton Place Investors
New York
$226K +$1.02K +9 +0.5%
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