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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2051
Triumph Capital Management
Colorado
$289K +$911 +7 +0.3%
TPW
2052
TL Private Wealth
Texas
$289K – – –
VHAM
2053
Van Hulzen Asset Management
California
$289K -$651 -5 -0.2%
LWA
2054
Legacy Wealth Advisors
Florida
$289K +$269K +2,063 New
CFS
2055
CRA Financial Services
New Jersey
$288K +$22.1K +170 +9%
LEA
2056
Legacy Edge Advisors
New York
$288K +$268K +2,057 New
DIM
2057
Delta Investment Management
California
$288K +$19.9K +153 +8%
PWMG
2058
Prestige Wealth Management Group
New Jersey
$287K +$6.51K +50 +2%
VC
2059
Veery Capital
Delaware
$287K +$1.82K +14 +0.7%
CRWM
2060
Castle Rock Wealth Management
California
$286K – – –
FWSM
2061
First Wilshire Securities Management
California
$286K -$4.17K -32 -2%
AWM
2062
Avaii Wealth Management
Wisconsin
$286K +$1.3K +10 +0.5%
FG
2063
Foster Group
Iowa
$286K +$4.43K +34 +2%
CC
2064
Chicago Capital
Illinois
$286K -$8.07K -62 -3%
PWP
2065
Parkwoods Wealth Partners
New York
$285K -$6.51K -50 -2%
FWM
2066
Foguth Wealth Management
Michigan
$284K +$391 +3 +0.1%
AIA
2067
AssuredPartners Investment Advisors
Florida
$284K -$23K -177 -8%
SCA
2068
Scott Capital Advisors
Oregon
$284K -$781 -6 -0.3%
DP
2069
Denver PWM
Colorado
$283K +$1.04K +8 +0.4%
PFM
2070
Phillips Financial Management
Indiana
$283K +$1.3K +10 +0.5%
LWA
2071
Lantern Wealth Advisors
New York
$282K -$131K -1,009 -33%
FHC
2072
First Heartland Consultants
Missouri
$282K +$23.8K +183 +10%
TYCC
2073
Texas Yale Capital Corp
Florida
$282K +$13K +100 +5%
MIC
2074
Means Investment Company
Maine
$282K +$15.9K +122 +6%
CT
2075
Caldwell Trust
Florida
$282K -$83.4K -641 -24%
81 82
83
84 85