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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
1201
STAR Financial Bank
Indiana
$265K – – –
WAG
1202
Wallace Advisory Group
California
$265K +$59.6K +1,214 +27%
BBWP
1203
Beacon Bridge Wealth Partners
Pennsylvania
$264K -$7.07K -144 -2%
IF
1204
Integrity Financial
Wyoming
$262K +$4.66K +95 +2%
CWM
1205
C2C Wealth Management
Arizona
$261K +$56.1K +1,144 +26%
NAS
1206
Nicolet Advisory Services
Wisconsin
$261K +$15.9K +323 +6%
PFGIA
1207
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$24.2K -494 -8%
DP
1208
DDD Partners
Washington
$259K – – –
SM
1209
Salzhauer Michael
$257K +$8.54K +174 +3%
RZH
1210
Relyea Zuckerberg Hanson
Connecticut
$256K +$268K +5,462 New
MAG
1211
MRA Advisory Group
New Jersey
$255K +$267K +5,442 New
TCOV
1212
Trust Company of Vermont
Vermont
$255K -$3.34K -68 -1%
EWA
1213
EverSource Wealth Advisors
Alabama
$253K -$7.21K -147 -3%
CAG
1214
Csenge Advisory Group
Florida
$251K -$53.2K -1,084 -17%
HI
1215
Harbour Investments
Wisconsin
$251K -$13.5K -276 -5%
SFFS
1216
Stonehage Fleming Financial Services
Jersey
$251K – – –
SFP
1217
Shepherd Financial Partners
Massachusetts
$250K -$42.9K -875 -14%
PWM
1218
Prentice Wealth Management
New York
$250K -$19.7K -401 -7%
FNBOSM
1219
First National Bank of South Miami
Florida
$250K +$15.9K +323 +6%
AGA
1220
Accuvest Global Advisors
Utah
$249K +$260K +5,305 New
AIM
1221
Anchor Investment Management
South Carolina
$249K -$338K -6,886 -56%
IP
1222
Ignite Planners
California
$249K +$9.67K +197 +4%
FNBOO
1223
First National Bank of Omaha
Nebraska
$246K -$63K -1,284 -20%
MCP
1224
Mirador Capital Partners
California
$246K +$257K +5,247 New
GIM
1225
Grassi Investment Management
California
$246K -$7.36K -150 -3%
47 48
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