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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1276
Waddell & Associates
Tennessee
$953K +$226K +2,181 +36%
VA
1277
VestGen Advisors
Illinois
$952K -$74.3K -715 -8%
VAG
1278
VisionPoint Advisory Group
Texas
$951K +$21K +202 +3%
AWM
1279
Aviso Wealth Management
Washington
$951K +$47K +453 +6%
MG
1280
Mather Group
Illinois
$950K +$83.9K +808 +11%
GWM
1281
Gibbs Wealth Management
Georgia
$947K -$167K -1,610 -17%
QWP
1282
Quotient Wealth Partners
Texas
$946K +$20.8K +200 +3%
ATC
1283
Adirondack Trust Company
New York
$942K -$5.61K -54 -0.7%
API
1284
Asset Planning Inc
California
$942K – – –
PWM
1285
Proathlete Wealth Management
Florida
$938K +$20.9K +201 +3%
BWP
1286
BSW Wealth Partners
Colorado
$937K -$1.97K -19 -0.2%
BAM
1287
Brave Asset Management
New Jersey
$936K -$104K -1,000 -11%
PPW
1288
Parcion Private Wealth
Washington
$936K +$174K +1,671 +26%
TWPM
1289
Total Wealth Planning & Management
Florida
$935K +$832K +8,009 New
CCG
1290
Coastwise Capital Group
California
$934K -$79.9K -769 -9%
SVWAG
1291
Sound View Wealth Advisors Group
Georgia
$933K -$41.2K -397 -5%
MA
1292
MCF Advisors
Kentucky
$918K +$56.5K +544 +7%
CIA
1293
Caerus Investment Advisors
Texas
$916K +$138K +1,327 +20%
SSC
1294
Syverson Strege & Co
Iowa
$916K +$11.9K +115 +1%
EWA
1295
Exencial Wealth Advisors
Oklahoma
$908K +$72K +693 +10%
JE
1296
JMAC Enterprises
Pennsylvania
$899K +$436K +4,200 +120%
RL
1297
Retireful LLC
Michigan
$899K -$6.85K -66 -0.9%
AIM
1298
Advyzon Investment Management
Illinois
$899K +$343K +3,302 +75%
RWC
1299
Rare Wolf Capital
Washington
$897K +$799K +7,691 New
IAMOG
1300
Investors Asset Management of Georgia
Georgia
$897K -$3.63K -35 -0.5%
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