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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1301
Adell Harriman & Carpenter
Texas
$204K -$30.4K -650 -13%
AWM
1302
Accel Wealth Management
Iowa
$204K +$51.8K +1,106 +33%
WFPG
1303
Waller Financial Planning Group
Ohio
$203K +$207K +4,415 New
SP
1304
Successful Portfolios
Florida
$203K -$99.4K -2,122 -33%
CL
1305
Choreo LLC
Illinois
$203K +$206K +4,402 New
CFG
1306
Carr Financial Group
Massachusetts
$203K -$90.4K -1,930 -30%
SIAG
1307
Safeguard Investment Advisory Group
California
$201K -$39.8K -850 -16%
AIM
1308
Aspen Investment Management
Michigan
$201K – – –
AWS
1309
AJ Wealth Strategies
New York
$201K +$204K +4,362 New
LG
1310
Leuthold Group
Minnesota
$200K – – –
SAI
1311
Systematic Alpha Investments
New Jersey
$195K – – –
RCM
1312
Raleigh Capital Management
North Carolina
$195K -$7.12K -152 -3%
C
1313
Covestor
United Kingdom
$193K +$17K +363 +10%
EWM
1314
Endurance Wealth Management
Rhode Island
$191K +$2.34K +50 +1%
TWM
1315
Tradition Wealth Management
Minnesota
$190K -$342K -7,305 -64%
CA
1316
Crewe Advisors
Utah
$190K +$7.68K +164 +4%
AWM
1317
Avior Wealth Management
Nebraska
$189K +$57K +1,218 +42%
MHR
1318
Matthew Hamilton Rosenberg
$189K -$12.7K -271 -6%
FIA
1319
FNY Investment Advisers
New York
$188K +$14.1K +300 +8%
CT
1320
Clearstead Trust
Maine
$187K – – –
LSA
1321
Lansing Street Advisors
Pennsylvania
$186K +$188K +4,017 +13,390%
MCM
1322
MV Capital Management
Maryland
$185K -$87K -1,858 -32%
AP
1323
Atwood & Palmer
Missouri
$184K – – –
RBC
1324
Roble Belko & Company
Pennsylvania
$184K – – –
TCWA
1325
Ten Capital Wealth Advisors
Washington
$182K +$162K +3,456 +670%
51 52
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