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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1151
Family Legacy Inc
South Carolina
$251K +$7.24K +165 +3%
RCM
1152
Requisite Capital Management
Texas
$250K – – –
CMI
1153
Clare Market Investments
Texas
$250K -$160K -3,653 -38%
SIAP
1154
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$248K – – –
KMWM
1155
Keudell/Morrison Wealth Management
Oregon
$248K +$88 +2 +0%
PB
1156
Pinnacle Bancorp
Nebraska
$247K – – –
APP
1157
Avantax Planning Partners
Iowa
$247K -$329K -7,499 -56%
EFG
1158
Ethos Financial Group
Pennsylvania
$246K +$48K +1,094 +22%
LWM
1159
LJI Wealth Management
Indiana
$245K -$30.7K -700 -11%
JWM
1160
Jeppson Wealth Management
California
$245K -$20.8K -473 -7%
CAG
1161
Crestwood Advisors Group
Massachusetts
$244K +$260K +5,926 New
TCWM
1162
Total Clarity Wealth Management
Illinois
$244K -$31.6K -721 -11%
BHPW
1163
Beverly Hills Private Wealth
California
$243K -$73K -1,663 -22%
CCWM
1164
Cassaday & Co Wealth Management
Virginia
$243K +$4.78K +109 +2%
PBK
1165
Peoples Bank (Kansas)
Kansas
$241K +$258K +5,870 New
EWA
1166
Exencial Wealth Advisors
Oklahoma
$241K -$121K -2,764 -32%
MCP
1167
Mirador Capital Partners
California
$241K +$27.3K +621 +12%
HCM
1168
Hodges Capital Management
Texas
$240K +$256K +5,842 New
IA
1169
IFG Advisors
Missouri
$239K – – –
AHC
1170
Adell Harriman & Carpenter
Texas
$238K +$62.1K +1,415 +32%
HT
1171
Headlands Technologies
Illinois
$238K -$198K -4,503 -44%
LCM
1172
Lewis Capital Management
California
$238K +$2.63K +60 +1%
EHWM
1173
Eads & Heald Wealth Management
Georgia
$237K -$27K -615 -10%
WB
1174
WesBanco Bank
West Virginia
$236K -$5.62K -128 -2%
NL
1175
NWAM LLC
Washington
$235K -$82.1K -1,870 -25%
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