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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Advyzon Investment Management
Illinois
$1.05M +$176K +1,545 +20%
NL
1227
NWAM LLC
Washington
$1.04M +$13.8K +121 +1%
HA
1228
Herold Advisors
New York
$1.04M – – –
LCM
1229
Landscape Capital Management
New Jersey
$1.04M -$1.79M -15,744 -63%
OFP
1230
OFC Financial Planning
New Jersey
$1.03M +$55.7K +489 +6%
GIM
1231
Guardian Investment Management
California
$1.03M -$4.33K -38 -0.4%
UCB
1232
United Community Bank
South Carolina
$1.02M +$45K +395 +5%
SW
1233
Simplicity Wealth
New Jersey
$1.02M +$271K +2,382 +36%
VWA
1234
Visionary Wealth Advisors
Illinois
$1.02M +$31.3K +275 +3%
TPI
1235
Trust Point Inc
Wisconsin
$1.02M +$16.9K +148 +2%
AF
1236
Advisornet Financial
Minnesota
$1.01M -$77.4K -680 -7%
UWM
1237
Urban Wealth Management
California
$1.01M -$53.2K -467 -5%
AI
1238
Arvest Investments
Arkansas
$1.01M -$22.7K -199 -2%
CA
1239
Continuum Advisory
Idaho
$1.01M +$38.7K +340 +4%
IF
1240
Integrity Financial
Wyoming
$1.01M +$196K +1,717 +24%
AIM
1241
Anchor Investment Management
South Carolina
$1M +$21.4K +188 +2%
CCS
1242
Concentric Capital Strategies
Connecticut
$1M -$11.9M -104,636 -92%
S
1243
Storgate
Texas
$1M +$14.2K +125 +1%
BCM
1244
Bayesian Capital Management
New York
$999K +$1M +8,809 New
MAWA
1245
Moss Adams Wealth Advisors
Washington
$998K -$341K -2,998 -25%
FFL
1246
Future Fund LLC
Illinois
$997K -$335K -2,943 -25%
KP
1247
Keel Point
Alabama
$996K -$40.2K -353 -4%
LWL
1248
Leo Wealth LLC
Texas
$991K +$33.7K +296 +4%
EFG
1249
Everest Financial Group
Minnesota
$989K +$266K +2,340 +37%
PFA
1250
Pure Financial Advisors
California
$986K +$168K +1,472 +20%
48 49
50
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