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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1201
IPG Investment Advisors
California
$307K +$29.4K +664 +13%
SIM
1202
Seaview Investment Managers
Florida
$306K -$42.4K -957 -14%
WMP
1203
Wealth Management Partners
Arizona
$305K -$27.7K -625 -10%
MGIA
1204
Moneta Group Investment Advisors
Missouri
$305K +$15.3K +345 +6%
JWM
1205
Jeppson Wealth Management
California
$304K -$1.64K -37 -0.6%
SA
1206
Strategic Advocates
Utah
$304K -$81.5K -1,841 -24%
CAG
1207
Crestwood Advisors Group
Massachusetts
$303K -$1.99K -45 -0.8%
CHJWM
1208
Carlton Hofferkamp & Jenks Wealth Management
Texas
$301K -$44.3K -1,000 -15%
TCWM
1209
Total Clarity Wealth Management
Illinois
$301K -$3.54K -80 -1%
MWP
1210
Madison Wealth Partners
Wisconsin
$300K +$258K +5,834 New
BHPW
1211
Beverly Hills Private Wealth
California
$299K -$4.12K -93 -2%
CIAS
1212
Capital Investment Advisory Services
North Carolina
$299K +$15.1K +341 +6%
PBK
1213
Peoples Bank (Kansas)
Kansas
$297K -$4.43K -100 -2%
ACA
1214
Anchor Capital Advisors
Massachusetts
$295K -$58.7K -1,325 -19%
TFA
1215
Transamerica Financial Advisors
Florida
$295K -$47.4K -1,071 -16%
IA
1216
IFG Advisors
Missouri
$294K -$4.25K -96 -2%
AWM
1217
Accurate Wealth Management
Florida
$291K -$22.7K -512 -8%
FZCM
1218
Flynn Zito Capital Management
New York
$291K +$250K +5,652 New
GC
1219
Gilbert & Cook
Iowa
$290K +$6.82K +154 +3%
GWA
1220
Gratus Wealth Advisors
Virginia
$290K +$250K +5,646 New
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$1.64K +37 +0.7%
WE
1222
Wealth Effects
Massachusetts
$288K – – –
BO
1223
Bank OZK
Arkansas
$284K -$203K -4,591 -45%
QC
1224
Quent Capital
New York
$282K +$10.4K +236 +4%
IF
1225
Integrity Financial
Wyoming
$282K – – –
47 48
49
50 51