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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1201
IFG Advisors
Missouri
$268K – – –
CCWM
1202
Cassaday & Co Wealth Management
Virginia
$267K -$13.4K -286 -5%
IC
1203
Inscription Capital
Texas
$267K -$11.7K -250 -4%
BBWP
1204
Beacon Bridge Wealth Partners
Pennsylvania
$266K +$7.54K +161 +3%
WAG
1205
Wallace Advisory Group
California
$265K – – –
GFG
1206
Goldstone Financial Group
Illinois
$264K +$55.3K +1,181 +26%
LCM
1207
Lewis Capital Management
California
$263K – – –
RA
1208
Rational Advisors
New York
$262K +$227K +4,856 +586%
SWA
1209
Stratos Wealth Advisors
Ohio
$261K -$13K -278 -5%
SFB
1210
STAR Financial Bank
Indiana
$261K – – –
IP
1211
Ignite Planners
California
$260K +$16.2K +345 +6%
MAG
1212
MRA Advisory Group
New Jersey
$260K +$9.98K +213 +4%
CCIA
1213
Campbell & Co Investment Adviser
Maryland
$260K +$264K +5,646 New
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$4.96K +106 +2%
PA
1215
Prossimo Advisors
California
$259K +$264K +5,630 New
ECG
1216
Edge Capital Group
Georgia
$259K +$172K +3,676 +189%
AC
1217
Allstate Corporation
Illinois
$257K +$52K +1,111 +25%
CWP
1218
CFM Wealth Partners
Texas
$257K -$19.6K -419 -7%
AWM
1219
Accurate Wealth Management
Florida
$257K -$9.32K -199 -3%
ABC
1220
Associated Banc-Corp
Wisconsin
$256K -$8.15K -174 -3%
RZH
1221
Relyea Zuckerberg Hanson
Connecticut
$256K +$4.5K +96 +2%
DP
1222
DDD Partners
Washington
$255K – – –
SFP
1223
Shepherd Financial Partners
Massachusetts
$254K +$8.48K +181 +3%
IF
1224
Integrity Financial
Wyoming
$252K -$4.45K -95 -2%
WP
1225
WealthSource Partners
California
$252K +$21.7K +464 +9%
47 48
49
50 51