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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1176
Summitry LLC
California
$282K +$73.8K +1,494 +28%
CL
1177
COWA LLC
Oklahoma
$281K – – –
TFS
1178
TrustCore Financial Services
Tennessee
$281K +$70.4K +1,425 +27%
SP
1179
Successful Portfolios
Florida
$280K +$97.6K +1,975 +42%
KF
1180
Krilogy Financial
Missouri
$279K -$83.8K -1,697 -20%
PPW
1181
Parcion Private Wealth
Washington
$279K -$45.5K -920 -12%
SFP
1182
Shepherd Financial Partners
Massachusetts
$278K -$61.7K -1,248 -16%
CCA
1183
Childress Capital Advisors
Texas
$278K +$110K +2,221 +50%
DOA
1184
D'Orazio & Associates
Virginia
$277K -$28.1K -569 -8%
IWA
1185
Icon Wealth Advisors
Texas
$277K +$329K +6,658 New
TI
1186
Truepoint Inc
Ohio
$276K +$327K +6,613 New
MCA
1187
MSH Capital Advisors
Arizona
$276K +$148 +3 +0%
TW
1188
Transform Wealth
Colorado
$274K -$19.8K -400 -6%
PFGIA
1189
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$18.1K +366 +6%
ABC
1190
Associated Banc-Corp
Wisconsin
$273K +$5.68K +115 +2%
FCI
1191
Financial Counselors Inc
Kansas
$271K +$61.5K +1,244 +24%
APW
1192
Aurora Private Wealth
New Jersey
$270K -$56.7K -1,148 -15%
V
1193
VeraBank
Texas
$270K -$6.87K -139 -2%
TFA
1194
Transamerica Financial Advisors
Florida
$270K +$34.9K +707 +12%
CIA
1195
Cladis Investment Advisory
Montana
$269K -$7.41K -150 -2%
FLPIM
1196
F.L. Putnam Investment Management
Massachusetts
$269K +$148 +3 +0%
AIM
1197
Aspen Investment Management
Michigan
$268K -$24.7K -500 -7%
HCM
1198
Hodges Capital Management
Texas
$268K +$318K +6,437 New
WAM
1199
WNY Asset Management
New York
$267K +$319K +6,450 New
SWA
1200
Stratos Wealth Advisors
Ohio
$266K -$23.4K -474 -7%
46 47
48
49 50