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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2101
Granite Harbor Advisors
Texas
$206K -$3.99K -35 -2%
AW
2102
Avion Wealth
Texas
$206K +$4.44K +39 +2%
SI
2103
Saxon Interests
Texas
$206K -$1.71K -15 -0.8%
FFG
2104
Fortem Financial Group
California
$204K -$4.55K -40 -2%
LFA
2105
Lauterbach Financial Advisors
Texas
$204K +$1.14K +10 +0.6%
GWMIA
2106
Global Wealth Management Investment Advisory
Florida
$203K -$456 -4 -0.2%
AWA
2107
AGH Wealth Advisors
Kansas
$202K +$203K +1,785 New
SW
2108
SkyOak Wealth
Michigan
$202K – – –
EL
2109
Essex LLC
Illinois
$201K -$32.7K -287 -14%
WFG
2110
Wills Financial Group
Virginia
$201K +$185K +1,621 New
WSFG
2111
Wall Street Financial Group
Illinois
$201K +$201K +1,768 New
ICP
2112
Interchange Capital Partners
Pennsylvania
$200K -$842K -7,398 -76%
KFAS
2113
Keating Financial Advisory Services
Kansas
$199K +$35.1K +308 +21%
VFM
2114
Vision Financial Markets
Connecticut
$198K – – –
BIAS
2115
Beacon Investment Advisory Services
New Jersey
$197K -$304K -2,667 -61%
SIA
2116
Strategic Investment Advisors
Michigan
$193K +$194K +1,704 New
CM
2117
Caption Management
Oklahoma
$193K +$194K +1,700 New
SGK
2118
Steigerwald Gordon & Koch
Virginia
$192K -$8.54K -75 -4%
PWAM
2119
Private Wealth Asset Management
Iowa
$192K +$17.5K +154 +10%
TPWA
2120
Twin Peaks Wealth Advisors
California
$190K +$114 +1 +0.1%
IGAM
2121
iA Global Asset Management
Quebec, Canada
$190K +$191K +1,678 New
WA
2122
WPG Advisers
Maryland
$190K -$20.6K -181 -10%
AWM
2123
Activest Wealth Management
Florida
$190K +$26K +228 +16%
B
2124
Bayban
Minnesota
$187K +$27.3K +240 +17%
RFG
2125
REAP Financial Group
Texas
$187K +$18.6K +163 +11%
83 84
85
86 87