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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1301
Keudell/Morrison Wealth Management
Oregon
$307K +$271K +4,862 New
FFA
1302
Fortune Financial Advisors
Kansas
$306K -$19K -342 -7%
EWM
1303
EPG Wealth Management
Georgia
$306K -$4.84K -87 -2%
PWM
1304
Paulson Wealth Management
Illinois
$306K -$16.7K -300 -6%
TA
1305
TrueWealth Advisors
Alabama
$305K -$4.73K -85 -2%
CC
1306
Callan Capital
California
$304K +$268K +4,810 New
WDC
1307
Woodward Diversified Capital
California
$304K +$13.1K +236 +5%
PVI
1308
Pine Valley Investments
New Jersey
$303K -$4.17K -75 -2%
BIP
1309
Blueprint Investment Partners
North Carolina
$303K +$267K +4,796 New
SWA
1310
Sightline Wealth Advisors
Connecticut
$302K +$2K +36 +0.8%
MFG
1311
Magnus Financial Group
New York
$300K +$1.95K +35 +0.7%
RCM
1312
Requisite Capital Management
Texas
$300K – – –
ZIG
1313
Zullo Investment Group
Pennsylvania
$297K +$24.8K +446 +10%
MFG
1314
MidWestOne Financial Group
Iowa
$296K +$1.45K +26 +0.6%
GEA
1315
Glen Eagle Advisors
New Jersey
$294K +$56 +1 +0%
NL
1316
NWAM LLC
Washington
$292K -$79K -1,420 -23%
SWA
1317
Stratos Wealth Advisors
Ohio
$292K -$40.5K -727 -14%
SIC
1318
Samalin Investment Counsel
New York
$291K -$1.56K -28 -0.6%
MWM
1319
Mission Wealth Management
California
$291K +$256K +4,605 New
TGAM
1320
TBH Global Asset Management
Tennessee
$289K +$255K +4,576 New
PWM
1321
Prentice Wealth Management
New York
$288K -$20.9K -375 -8%
MC
1322
Machina Capital
France
$287K -$164K -2,941 -39%
APP
1323
Avantax Planning Partners
Iowa
$286K +$31.1K +558 +14%
FCA
1324
FinTrust Capital Advisors
South Carolina
$286K -$11.7K -210 -4%
BCP
1325
Berkeley Capital Partners
Georgia
$286K +$252K +4,525 New
51 52
53
54 55