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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2201
One Charles Private Wealth Services
Massachusetts
$231K +$215K +1,653 New
AFA
2202
AA Financial Advisors
Ohio
$231K +$215K +1,652 New
MWM
2203
Maripau Wealth Management
Indiana
$230K +$214K +1,646 New
BFWA
2204
Benchmark Financial Wealth Advisors
Florida
$230K +$214K +1,645 New
SCG
2205
Sonata Capital Group
Washington
$230K +$214K +1,644 New
GAM
2206
Gemmer Asset Management
California
$230K +$214K +1,643 New
ACM
2207
AUA Capital Management
Pennsylvania
$230K +$214K +1,642 New
ANBT
2208
American National Bank & Trust
Texas
$230K – – –
NFSG
2209
Newbridge Financial Services Group
Florida
$230K +$186K +1,428 +674%
GKIM
2210
GW&K Investment Management
Massachusetts
$229K +$9.37K +72 +5%
CW
2211
Cedarwood Wealth
Colorado
$229K +$213K +1,636 New
SIAG
2212
Safeguard Investment Advisory Group
California
$229K +$213K +1,634 New
VP
2213
Verum Partners
North Carolina
$228K +$212K +1,631 New
AWS
2214
Arkfeld Wealth Strategies
Nebraska
$228K -$17.7K -136 -8%
WOSD
2215
WFA of San Diego
California
$226K – – –
GPW
2216
Genesis Private Wealth
Virginia
$226K -$52.3K -402 -20%
PBF
2217
Petix & Botte Financial
California
$226K +$210K +1,612 New
WFG
2218
Wills Financial Group
Virginia
$225K -$1.3K -10 -0.6%
FEM
2219
Fulcrum Equity Management
Texas
$225K +$210K +1,611 New
RIA
2220
Realta Investment Advisors
Delaware
$225K -$384K -2,946 -65%
PFT
2221
Providence First Trust
Arizona
$224K +$208K +1,599 New
WAM
2222
Weinberger Asset Management
California
$224K +$220K +1,688 New
PJWM
2223
Philip James Wealth Mangement
Georgia
$224K -$123K -944 -37%
SWM
2224
SilverOak Wealth Management
Minnesota
$223K +$208K +1,596 New
RCA
2225
Rose Capital Advisors
Florida
$223K +$208K +1,596 New
87 88
89
90 91