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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1226
Goldstone Financial Group
Illinois
$281K +$9.16K +207 +4%
CCWM
1227
Cassaday & Co Wealth Management
Virginia
$279K -$21.8K -493 -8%
NC
1228
Napatree Capital
Rhode Island
$278K +$239K +5,408 New
DFG
1229
Delta Financial Group
New Jersey
$278K +$4.74K +107 +2%
SWA
1230
Stratos Wealth Advisors
Ohio
$275K -$6.73K -152 -3%
SAM
1231
Smartleaf Asset Management
Massachusetts
$275K +$239K +5,402 New
SIC
1232
SJS Investment Consulting
Ohio
$274K +$2.44K +55 +1%
PCG
1233
Prosperity Consulting Group
Maryland
$274K +$236K +5,324 New
BBWP
1234
Beacon Bridge Wealth Partners
Pennsylvania
$273K -$4.91K -111 -2%
PSP
1235
Principal Street Partners
Tennessee
$271K +$233K +5,262 New
NSB
1236
Norway Savings Bank
Maine
$270K -$217K -4,910 -48%
PWMG
1237
Provence Wealth Management Group
California
$270K -$62.3K -1,407 -21%
GIM
1238
Grassi Investment Management
California
$270K – – –
MM
1239
MQS Management
New York
$270K +$232K +5,240 New
PCM
1240
Pointe Capital Management
Michigan
$269K – – –
VC
1241
Vicus Capital
Pennsylvania
$267K -$50.2K -1,133 -18%
DCM
1242
Dimension Capital Management
Florida
$267K – – –
JE
1243
JMAC Enterprises
Pennsylvania
$267K -$62.2K -1,404 -21%
FFA
1244
Fortune Financial Advisors
Kansas
$267K -$9.87K -223 -4%
MW
1245
Marcum Wealth
Ohio
$266K +$4.07K +92 +2%
RFA
1246
Resurgent Financial Advisors
Georgia
$265K -$85.1K -1,922 -27%
EWM
1247
Evercore Wealth Management
New York
$265K +$228K +5,153 New
PWM
1248
Paulson Wealth Management
Illinois
$264K +$227K +5,135 New
CW
1249
CreativeOne Wealth
Kansas
$264K +$227K +5,123 New
GF
1250
Gries Financial
Ohio
$264K +$227K +5,124 New
48 49
50
51 52