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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1101
WBH Advisory
Maryland
$642K -$20.5K -306 -3%
CAN
1102
Claraphi Advisory Network
United States
$639K +$3.15K +47 +0.5%
MFG
1103
Magnus Financial Group
New York
$638K +$1.54K +23 +0.3%
JIC
1104
Joel Isaacson & Co
New York
$633K -$1K -15 -0.2%
NJBEST
1105
New Jersey Better Educational Savings Trust
New Jersey
$630K -$201K -3,000 -25%
BPWA
1106
Beacon Pointe Wealth Advisors
California
$627K +$67.2K +1,004 +13%
KTC
1107
Kistler-Tiffany Companies
Pennsylvania
$625K +$2.54K +38 +0.4%
IIM
1108
Ironwood Investment Management
Massachusetts
$624K +$100K +1,500 +20%
MLIC
1109
Mandatum Life Insurance Company
Finland
$623K – – –
BFEC
1110
Benjamin F. Edwards & Company
Missouri
$622K -$41K -613 -6%
PCMC
1111
Private Capital Management (Colorado)
Colorado
$622K -$24.2K -362 -4%
HDIM
1112
Hanson & Doremus Investment Management
Vermont
$618K -$1.47K -22 -0.2%
BSW
1113
Buckingham Strategic Wealth
Missouri
$618K +$83.9K +1,254 +17%
AFP
1114
Ausdal Financial Partners
Iowa
$615K -$6.49K -97 -1%
BWP
1115
BSW Wealth Partners
Colorado
$615K +$111K +1,665 +23%
OWA
1116
One Wealth Advisors
California
$613K +$56.9K +851 +11%
CA
1117
Clearstead Advisors
Ohio
$613K +$178K +2,661 +44%
NL
1118
NWAM LLC
Washington
$610K +$42.8K +639 +8%
FDS
1119
First Dallas Securities
Texas
$605K -$47.2K -705 -8%
MCA
1120
Mercer Capital Advisers
New Jersey
$605K – – –
KCM
1121
Kornitzer Capital Management
Kansas
$603K – – –
BAM
1122
Belpointe Asset Management
Nevada
$598K +$3.55K +53 +0.6%
TMAM
1123
Tokio Marine Asset Management
Japan
$598K +$36.8K +550 +7%
PPP
1124
Private Portfolio Partners
New Jersey
$598K +$347K +5,186 +155%
CM
1125
Columbus Macro
Pennsylvania
$596K -$13K -194 -2%
43 44
45
46 47