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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
2551
Harborfront Financial Group
Michigan
$11.1K +$10.3K +79 New
PS
2552
Pinney & Scofield
Massachusetts
$10.2K – – –
MFS
2553
Montgomery Financial Services
Maryland
$10K +$9.37K +72 New
PAMS
2554
Pinpoint Asset Management (Singapore)
$9.94K +$9.24K +71 New
QWM
2555
Quaker Wealth Management
New Jersey
$8.82K -$2.86K -22 -26%
CG
2556
Curat Global
New Hampshire
$8.73K – – –
NSG
2557
Nalls Sherbakoff Group
Tennessee
$8.68K -$65.1K -500 -89%
WA
2558
WestEnd Advisors
North Carolina
$8.4K – – –
HHGA
2559
Halbert Hargrove Global Advisors
California
$7.43K +$6.9K +53 New
HIA
2560
HFM Investment Advisors
New Jersey
$7.42K +$3.38K +26 +96%
BCA
2561
Bitterroot Capital Advisors
Montana
$7.29K – – –
CT
2562
Coastline Trust
Rhode Island
$7.14K – – –
BFS
2563
Beacon Financial Strategies
North Carolina
$7K – – –
MFC
2564
Mechanics Financial Corp
Ohio
$7K – – –
DCM
2565
Davis Capital Management
Florida
$6.86K +$4.17K +32 +188%
W
2566
WealthCollab
Washington
$6.44K – – –
JFA
2567
JNBA Financial Advisors
Minnesota
$6.3K +$2.47K +19 +73%
CFP
2568
Comprehensive Financial Planning
Pennsylvania
$6.16K – – –
NWM
2569
Navigoe Wealth Management
California
$6K +$2.21K +17 +52%
MAS
2570
MPWM Advisory Solutions
Georgia
$5.88K – – –
AAG
2571
Accordant Advisory Group
Maryland
$5.6K – – –
CCMW
2572
Cypress Capital Management (Wyoming)
Wyoming
$5.32K – – –
JFG
2573
JDM Financial Group
Texas
$5.32K – – –
SMBT
2574
Southern Michigan Bank & Trust
Michigan
$5.32K – – –
AF
2575
Align Financial
Minnesota
$5.18K – – –
101 102
103
104 105