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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1151
Triumph Capital Management
Colorado
$309K -$61.1K -1,344 -16%
6F
1152
626 Financial
Michigan
$308K +$310K +6,818 New
SVWAG
1153
Sound View Wealth Advisors Group
Georgia
$307K +$271K +5,967 New
TAM
1154
Tocqueville Asset Management
New York
$303K -$202K -4,440 -40%
MSA
1155
Marino Stram & Associates
Massachusetts
$299K +$59.6K +1,313 +25%
FC
1156
Fusion Capital
South Carolina
$298K -$13.3K -292 -4%
SP
1157
Successful Portfolios
Florida
$297K -$6.59K -145 -2%
EWA
1158
Exencial Wealth Advisors
Oklahoma
$296K -$39.8K -876 -12%
FNBOO
1159
First National Bank of Omaha
Nebraska
$296K -$257K -5,652 -46%
FLI
1160
Family Legacy Inc
South Carolina
$295K +$10.7K +235 +4%
CFG
1161
Carr Financial Group
Massachusetts
$294K +$296K +6,509 New
CFO
1162
CVA Family Office
Colorado
$291K -$71.8K -1,580 -20%
CAG
1163
Csenge Advisory Group
Florida
$291K -$46.2K -1,017 -14%
AB
1164
Atlas Brown
Kentucky
$291K -$429K -9,433 -59%
GWM
1165
Geneos Wealth Management
Colorado
$290K -$60.9K -1,341 -17%
CL
1166
COWA LLC
Oklahoma
$289K -$15.9K -350 -5%
MSFS
1167
Main Street Financial Solutions
Pennsylvania
$289K +$38.6K +849 +15%
MGIA
1168
Moneta Group Investment Advisors
Missouri
$288K -$139K -3,068 -36%
TCOT
1169
Trust Company of Toledo
Ohio
$288K -$18.2K -400 -6%
SIC
1170
Samalin Investment Counsel
New York
$288K -$71.4K -1,571 -20%
TPWM
1171
Twelve Points Wealth Management
Massachusetts
$286K -$379K -8,351 -57%
JWM
1172
Jeppson Wealth Management
California
$286K -$53K -1,167 -16%
IWA
1173
Icon Wealth Advisors
Texas
$286K -$15.6K -343 -5%
MCA
1174
MSH Capital Advisors
Arizona
$285K -$13.8K -304 -5%
SIAG
1175
Safeguard Investment Advisory Group
California
$284K +$18.9K +416 +7%
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