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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1251
Fortis Advisors
Pennsylvania
$640K -$38.2K -528 -7%
FFN
1252
Focus Financial Network
Minnesota
$638K -$269K -3,726 -33%
AFAS
1253
Acorn Financial Advisory Services
Virginia
$634K -$25.9K -358 -5%
CT
1254
Colonial Trust
South Carolina
$628K +$35.6K +493 +7%
WIM
1255
WealthPlan Investment Management
Nebraska
$627K +$533K +7,368 New
PSP
1256
Principal Street Partners
Tennessee
$627K +$183K +2,526 +52%
CCA
1257
Childress Capital Advisors
Texas
$627K +$35.3K +489 +7%
BLC
1258
Brown, Lisle/Cummings
Rhode Island
$626K +$10.8K +150 +2%
AWM
1259
Aprio Wealth Management
Georgia
$624K -$5.57K -77 -1%
CFO
1260
CVA Family Office
Colorado
$624K +$506 +7 +0.1%
MA
1261
MCF Advisors
Kentucky
$617K +$1.66K +23 +0.3%
LCM
1262
Landscape Capital Management
New Jersey
$615K +$523K +7,229 New
CG
1263
CFO4Life Group
Texas
$615K -$36.7K -508 -7%
IF
1264
Integrity Financial
Wyoming
$613K – – –
OWA
1265
Opal Wealth Advisors
New York
$613K +$42.7K +591 +9%
RCAG
1266
Rehmann Capital Advisory Group
Michigan
$613K -$24K -332 -4%
MG
1267
Mather Group
Illinois
$612K +$70K +968 +16%
A
1268
Argentarii
Ohio
$611K -$578K -7,998 -53%
CCM
1269
Chilton Capital Management
Texas
$610K -$147K -2,040 -22%
NSIM
1270
North Star Investment Management
Illinois
$608K +$23.4K +324 +5%
KFA
1271
Kelleher Financial Advisors
New York
$607K +$72 +1 +0%
EP
1272
Elkhorn Partners
Nebraska
$604K – – –
HKAM
1273
Horizon Kinetics Asset Management
New York
$603K – – –
OC
1274
Opinicus Capital
Florida
$603K -$23.5K -325 -4%
PP
1275
PDS Planning
Ohio
$601K +$16.5K +228 +3%
49 50
51
52 53