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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1176
Sugarloaf Wealth Management
Georgia
$232K +$49.6K +1,129 +25%
WE
1177
Wealth Effects
Massachusetts
$230K +$43.2K +985 +21%
LAM
1178
L2 Asset Management
Massachusetts
$230K -$219K -4,982 -99%
MGIA
1179
Moneta Group Investment Advisors
Missouri
$230K -$17.8K -405 -7%
AC
1180
Allstate Corporation
Illinois
$229K – – –
PFGIA
1181
Patriot Financial Group Insurance Agency
Massachusetts
$229K -$2.9K -66 -1%
BFS
1182
Bradley Foster & Sargent
Connecticut
$229K – – –
PIA
1183
Perennial Investment Advisors
California
$229K +$32.4K +738 +15%
GC
1184
Gilbert & Cook
Iowa
$226K +$23.1K +526 +11%
SWA
1185
Stratos Wealth Advisors
Ohio
$226K -$7.77K -177 -3%
IF
1186
Integrity Financial
Wyoming
$226K – – –
CIAS
1187
Capital Investment Advisory Services
North Carolina
$225K +$23K +523 +11%
CFO
1188
CVA Family Office
Colorado
$224K -$143K -3,261 -37%
BBI
1189
Baxter Bros Inc
Connecticut
$224K -$47.3K -1,078 -17%
BBWP
1190
Beacon Bridge Wealth Partners
Pennsylvania
$223K -$16.3K -372 -6%
FFA
1191
Fortune Financial Advisors
Kansas
$222K +$2.98K +68 +1%
RIA
1192
Richwood Investment Advisors
Ohio
$222K +$3.25K +74 +1%
CWP
1193
CFM Wealth Partners
Texas
$222K -$8.08K -184 -3%
AWM
1194
Angeles Wealth Management
California
$221K +$236K +5,377 New
LAM
1195
Lifestyle Asset Management
Texas
$221K +$15.5K +354 +7%
MSFS
1196
Main Street Financial Solutions
Pennsylvania
$218K -$48.4K -1,103 -17%
DFG
1197
Delta Financial Group
New Jersey
$218K +$232K +5,289 New
IIA
1198
IPG Investment Advisors
California
$218K +$36K +821 +18%
GWM
1199
Gray Wealth Management
Maine
$218K +$8.38K +191 +4%
SIC
1200
SJS Investment Consulting
Ohio
$217K +$2.37K +54 +1%
46 47
48
49 50