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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2526
Vision Retirement
New Jersey
$21.4K – – –
KFG
2527
Kingdom Financial Group
Arizona
$21.4K +$4.95K +38 +33%
FMTCOCP
2528
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
CTWM
2529
Cherry Tree Wealth Management
Minnesota
$21K – – –
AWM
2530
Aberdeen Wealth Management
Illinois
$21K +$19.5K +150 New
RF
2531
Roxbury Financial
New Jersey
$20.8K +$19.4K +149 New
RWS
2532
Retirement Wealth Solutions
Wisconsin
$20.6K – – –
EWM
2533
Evermay Wealth Management
Virginia
$20.2K +$18.7K +144 New
BGC
2534
Beutel, Goodman & Co
Ontario, Canada
$20K – – –
GCP
2535
Gill Capital Partners
Colorado
$19.6K -$76.2K -585 -81%
RCM
2536
Richardson Capital Management
Wisconsin
$19.6K – – –
HFS
2537
Horizon Financial Services
North Carolina
$19.5K +$18.1K +139 New
AP
2538
Aspect Partners
Virginia
$19.3K -$130 -1 -0.7%
CFFP
2539
Center for Financial Planning
Michigan
$19K – – –
MBFW
2540
Morton Brown Family Wealth
Pennsylvania
$17.6K +$16.4K +126 New
RFA
2541
Reyes Financial Architecture
California
$17.5K – – –
RS
2542
Rakuten Securities
Japan
$17.2K +$3.9K +30 +32%
IPS
2543
Investors Portfolio Services
Washington
$17.2K – – –
LF
2544
LifeSteps Financial
California
$16.9K +$15.8K +121 New
BF
2545
Brooklyn FI
New York
$16.7K +$16.4K +126 New
CW
2546
CrossGen Wealth
North Carolina
$16.6K – – –
MAFA
2547
MJT & Associates Financial Advisory
Minnesota
$16.2K – – –
CRI
2548
Commonwealth Retirement Investments
Virginia
$15.9K +$14.8K +114 New
BH
2549
Burk Holdings
Oklahoma
$15.8K – – –
IA
2550
Icon Advisers
Colorado
$15.4K +$14.3K +110 New
100 101
102
103 104