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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RRMM
2501
Regatta Research & Money Management
Louisiana
$27.3K +$25.4K +195 New
CB
2502
Centennial Bank
Arkansas
$27.3K – – –
PWA
2503
Principia Wealth Advisory
Texas
$27.2K +$9.24K +71 +58%
PP
2504
Paladin Partners
Wisconsin
$26.7K -$26K -200 -51%
KAM
2505
KEB Asset Management
Illinois
$26.7K +$24.9K +191 New
PS
2506
Planning Strategies
Pennsylvania
$26.7K +$24.9K +191 New
VNA
2507
Valley National Advisers
Pennsylvania
$26.6K +$3.38K +26 +16%
FG
2508
Fairman Group
Pennsylvania
$26.2K +$130 +1 +0.5%
SPF
2509
South Plains Financial
Texas
$26.2K -$3.25K -25 -12%
HC
2510
Hurley Capital
New York
$26.1K +$130 +1 +0.5%
UFPG
2511
United Financial Planning Group
New York
$26K – – –
PWA
2512
Provenance Wealth Advisors
Florida
$26K +$22K +169 +994%
1CP
2513
1015 Capital Partners
Pennsylvania
$25.6K -$391 -3 -2%
CBT
2514
CoreFirst Bank & Trust
Kansas
$25.5K – – –
CWP
2515
Clark Wealth Partners
Illinois
$25.4K – – –
OPTFSNA
2516
Old Point Trust & Financial Services N A
Virginia
$25.1K – – –
SR
2517
Syntax Research
Florida
$25.1K – – –
TF
2518
Tompkins Financial
New York
$24.8K – – –
GA
2519
GFS Advisors
Texas
$24.4K -$7.16K -55 -0.2%
FA
2520
Fedenia Advisers
Wisconsin
$24.1K +$22.4K +172 New
CA
2521
Centerpoint Advisors
Massachusetts
$24K – – –
EWM
2522
Evolution Wealth Management
Florida
$23.6K +$2.21K +17 +11%
SW
2523
StrongBox Wealth
Missouri
$22.5K +$21K +161 New
BWS
2524
Buck Wealth Strategies
Colorado
$22K +$20.4K +157 New
PMFA
2525
Plante Moran Financial Advisors
Michigan
$21.5K +$1.17K +9 +6%
99 100
101
102 103