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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Alta Advisers
United Kingdom
$324K – – –
LAM
1302
Lynch Asset Management
Pennsylvania
$324K – – –
MWP
1303
Madison Wealth Partners
Wisconsin
$323K +$185 +3 +0.1%
PSP
1304
Principal Street Partners
Tennessee
$322K – – –
TA
1305
TrueWealth Advisors
Alabama
$322K +$14.7K +238 +5%
LAM
1306
LifePro Asset Management
California
$321K -$48.2K -781 -13%
MSFS
1307
Main Street Financial Solutions
Pennsylvania
$319K +$4.69K +76 +2%
LI
1308
LRI Investments
Florida
$319K +$188K +3,054 +155%
HA
1309
Harbor Advisors
Florida
$317K – – –
BWP
1310
Balboa Wealth Partners
Arizona
$317K -$326K -5,289 -51%
AA
1311
Advisory Alpha
Michigan
$316K -$16.7K -271 -5%
OL
1312
OneFund LLC
Florida
$316K +$4.69K +76 +2%
FA
1313
Faithward Advisors
Pennsylvania
$315K -$740 -12 -0.2%
NL
1314
NVWM LLC
Pennsylvania
$315K +$305K +4,950 +26,053%
WDC
1315
Woodward Diversified Capital
California
$315K +$10.4K +168 +4%
EFG
1316
Ethos Financial Group
Pennsylvania
$315K -$1.97K -32 -0.6%
PWPS
1317
Pinnacle Wealth Planning Services
Ohio
$315K +$40.8K +662 +15%
CPA
1318
Court Place Advisors
Maryland
$314K +$305K +4,943 New
BCP
1319
Berkeley Capital Partners
Georgia
$313K +$25.5K +413 +9%
SIC
1320
Samalin Investment Counsel
New York
$313K +$19.5K +317 +7%
AAP
1321
Arax Advisory Partners
Colorado
$312K +$152K +2,467 +101%
BAM
1322
BOS Asset Management
Illinois
$312K -$17.3K -281 -5%
SSG
1323
Summit Securities Group
New York
$311K +$111K +1,800 +58%
AWM
1324
Accel Wealth Management
Iowa
$310K -$1.79K -29 -0.6%
KFGK
1325
Keystone Financial Group (Kentucky)
Kentucky
$310K -$3.27K -53 -1%
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