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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1326
Raleigh Capital Management
North Carolina
$219K -$5.45K -123 -3%
C
1327
CEDRUS
Colorado
$219K +$188K +4,255 New
ZIG
1328
Zullo Investment Group
Pennsylvania
$219K +$188K +4,251 New
SAI
1329
Systematic Alpha Investments
New Jersey
$218K – – –
PMFA
1330
Plante Moran Financial Advisors
Michigan
$218K +$178K +4,021 +1,888%
EWA
1331
EverSource Wealth Advisors
Alabama
$217K +$27.8K +628 +17%
AWM
1332
Avior Wealth Management
Nebraska
$217K +$4.91K +111 +3%
ORC
1333
O'Rourke & Company
Massachusetts
$217K +$186K +4,211 New
LAS
1334
Lloyd Advisory Services
Georgia
$216K -$336K -7,581 -64%
CFP
1335
Catalyst Financial Partners
Massachusetts
$215K +$185K +4,178 New
RSS
1336
Rosenblum Silverman Sutton
California
$215K -$179K -4,050 -49%
EP
1337
Eudaimonia Partners
Tennessee
$215K -$537K -12,122 -74%
GWM
1338
Gray Wealth Management
Maine
$215K -$49.5K -1,118 -21%
CWP
1339
Cyndeo Wealth Partners
Florida
$214K +$184K +4,156 New
TPWA
1340
TRUE Private Wealth Advisors
Oregon
$213K +$184K +4,145 New
PWPS
1341
Pinnacle Wealth Planning Services
Ohio
$212K -$169K -3,817 -48%
AWA
1342
Aaron Wealth Advisors
Illinois
$212K +$183K +4,130 New
BBW
1343
Blue Barn Wealth
Utah
$212K +$182K +4,115 New
FW
1344
FirstPurpose Wealth
Utah
$212K +$182K +4,112 New
MCI
1345
MRP Capital Investments
Georgia
$211K +$182K +4,100 New
NWA
1346
Navis Wealth Advisors
New York
$211K +$182K +4,100 New
PPW
1347
Parcion Private Wealth
Washington
$211K +$181K +4,094 New
SP
1348
Successful Portfolios
Florida
$210K +$180K +4,074 New
FWP
1349
Falcon Wealth Planning
California
$209K +$180K +4,072 New
CWM
1350
Circle Wealth Management
New Jersey
$209K -$115K -2,599 -39%
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