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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1276
Brave Asset Management
New Jersey
$910K – – –
SAW
1277
Signal Advisors Wealth
Michigan
$910K +$152K +1,334 +20%
BWP
1278
BSW Wealth Partners
Colorado
$909K -$1.25K -11 -0.1%
QIM
1279
Quantitative Investment Management
Virginia
$909K -$7.08M -62,150 -89%
TWM
1280
Thrive Wealth Management
Pennsylvania
$905K -$150K -1,313 -14%
DE
1281
Diversified Enterprises
Delaware
$900K +$104K +911 +13%
SVWAG
1282
Sound View Wealth Advisors Group
Georgia
$898K -$9.22K -81 -1%
RWC
1283
Rare Wolf Capital
Washington
$897K +$24.4K +214 +3%
PP
1284
PDS Planning
Ohio
$895K +$65.5K +575 +8%
NP
1285
Nilsine Partners
Colorado
$894K +$21.3K +187 +3%
GFG
1286
Goldstone Financial Group
Illinois
$893K -$215K -1,884 -19%
ARC
1287
Advisor Resource Council
Texas
$887K +$100K +880 +13%
RCA
1288
Resonant Capital Advisors
Wisconsin
$886K +$154K +1,354 +21%
PPW
1289
Parcion Private Wealth
Washington
$885K -$25.1K -220 -3%
LIA
1290
Limestone Investment Advisors
New York
$879K +$883K +7,755 New
IF
1291
Intrua Financial
Texas
$877K +$59.6K +523 +7%
SC
1292
Steph & Co
Wisconsin
$875K +$7.63K +67 +0.9%
LF
1293
LifePlan Financial
Minnesota
$875K -$304K -2,668 -26%
JE
1294
JMAC Enterprises
Pennsylvania
$874K – – –
RCMF
1295
RK Capital Management (Florida)
Florida
$873K +$877K +7,700 New
JIC
1296
Joel Isaacson & Co
New York
$873K +$44.3K +389 +5%
CBA
1297
Coastal Bridge Advisors
Connecticut
$873K -$129K -1,133 -13%
SSC
1298
Syverson Strege & Co
Iowa
$870K -$19.6K -172 -2%
FCCM
1299
First City Capital Management
Georgia
$870K +$114 +1 +0%
DBIA
1300
Dumont & Blake Investment Advisors
New Jersey
$867K -$83.6K -734 -9%
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