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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2501
Evolution Wealth Management
Florida
$23.6K +$2.21K +17 +11%
SW
2502
StrongBox Wealth
Missouri
$22.5K +$21K +161 New
BWS
2503
Buck Wealth Strategies
Colorado
$22K +$20.4K +157 New
PMFA
2504
Plante Moran Financial Advisors
Michigan
$21.5K +$1.17K +9 +6%
VR
2505
Vision Retirement
New Jersey
$21.4K – – –
KFG
2506
Kingdom Financial Group
Arizona
$21.4K +$4.95K +38 +33%
FMTCOCP
2507
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
AWM
2508
Aberdeen Wealth Management
Illinois
$21K +$19.5K +150 New
RF
2509
Roxbury Financial
New Jersey
$20.8K +$19.4K +149 New
RWS
2510
Retirement Wealth Solutions
Wisconsin
$20.6K – – –
EWM
2511
Evermay Wealth Management
Virginia
$20.2K +$18.7K +144 New
BGC
2512
Beutel, Goodman & Co
Ontario, Canada
$20K – – –
GCP
2513
Gill Capital Partners
Colorado
$19.6K -$76.2K -585 -81%
RCM
2514
Richardson Capital Management
Wisconsin
$19.6K – – –
HFS
2515
Horizon Financial Services
North Carolina
$19.5K +$18.1K +139 New
AP
2516
Aspect Partners
Virginia
$19.3K -$130 -1 -0.7%
CFFP
2517
Center for Financial Planning
Michigan
$19K – – –
MBFW
2518
Morton Brown Family Wealth
Pennsylvania
$17.6K +$16.4K +126 New
RFA
2519
Reyes Financial Architecture
California
$17.5K – – –
RS
2520
Rakuten Securities
Japan
$17.2K +$3.9K +30 +32%
IPS
2521
Investors Portfolio Services
Washington
$17.2K – – –
LF
2522
LifeSteps Financial
California
$16.9K +$15.8K +121 New
BF
2523
Brooklyn FI
New York
$16.7K +$16.4K +126 New
CW
2524
CrossGen Wealth
North Carolina
$16.6K – – –
MAFA
2525
MJT & Associates Financial Advisory
Minnesota
$16.2K – – –
99 100
101
102 103