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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
USB
2076
Union Savings Bank
Connecticut
$218K +$194K +1,867 New
WA
2077
WPG Advisers
Maryland
$217K +$73.1K +704 +61%
EWM
2078
Endowment Wealth Management
Wisconsin
$216K -$12.7K -122 -6%
GHA
2079
Granite Harbor Advisors
Texas
$216K +$192K +1,852 New
LWA
2080
Lantern Wealth Advisors
New York
$216K +$192K +1,850 New
FFG
2081
Fortem Financial Group
California
$215K +$191K +1,843 New
WG
2082
Welch Group
Alabama
$214K +$190K +1,833 New
AIM
2083
ARGA Investment Management
Connecticut
$214K -$6.8M -65,437 -97%
SI
2084
Saxon Interests
Texas
$214K -$78.1K -752 -29%
NA
2085
Note Advisors
New York
$212K -$18.8K -181 -9%
AWA
2086
Amplius Wealth Advisors
Pennsylvania
$212K +$189K +1,816 New
SFG
2087
SNS Financial Group
Minnesota
$212K +$188K +1,813 New
CPSAC
2088
Chas P. Smith & Associates (CPS)
Florida
$211K +$188K +1,811 New
VWM
2089
Vermillion Wealth Management
Minnesota
$210K +$104K +1,000 +125%
GWMIA
2090
Global Wealth Management Investment Advisory
Florida
$210K +$187K +1,798 New
SIC
2091
Sigma Investment Counselors
Michigan
$210K +$187K +1,797 New
LFA
2092
Lauterbach Financial Advisors
Texas
$208K +$185K +1,785 New
SW
2093
SkyOak Wealth
Michigan
$208K +$185K +1,785 New
TCM
2094
Triumph Capital Management
Colorado
$208K +$185K +1,783 New
TPWA
2095
Twin Peaks Wealth Advisors
California
$208K +$174K +1,678 New
M
2096
MOTCO
Texas
$207K – – –
AW
2097
Avion Wealth
Texas
$207K +$519 +5 +0.3%
SGK
2098
Steigerwald Gordon & Koch
Virginia
$206K +$15.6K +150 +9%
FC
2099
Farringdon Capital
United Kingdom
$206K +$183K +1,762 New
WBCM
2100
Wilson & Boucher Capital Management
California
$205K +$183K +1,758 New
82 83
84
85 86