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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1326
Keudell/Morrison Wealth Management
Oregon
$309K +$802 +13 +0.3%
SLWA
1327
San Luis Wealth Advisors
California
$309K +$300K +4,870 New
ACA
1328
Anchor Capital Advisors
Massachusetts
$307K -$55.2K -895 -16%
PWM
1329
Paulson Wealth Management
Illinois
$307K – – –
STA
1330
Smith Thornton Advisors
Alabama
$306K +$297K +4,823 New
HIIFS
1331
Harel Insurance Investments & Financial Services
Israel
$306K +$64.2K +1,041 +27%
FZCM
1332
Flynn Zito Capital Management
New York
$306K -$44.9K -728 -13%
BTWM
1333
Brass Tax Wealth Management
Ohio
$306K +$297K +4,814 New
SIM
1334
Seaview Investment Managers
Florida
$305K -$23.2K -377 -7%
SWA
1335
Sightline Wealth Advisors
Connecticut
$305K +$2.04K +33 +0.7%
EWM
1336
EPG Wealth Management
Georgia
$305K -$298K -4,838 Closed
GFP
1337
Gryphon Financial Partners
Ohio
$305K +$29.2K +473 +11%
ZIG
1338
Zullo Investment Group
Pennsylvania
$304K +$5.8K +94 +2%
FCA
1339
FinTrust Capital Advisors
South Carolina
$304K +$16.2K +263 +6%
MFG
1340
MidWestOne Financial Group
Iowa
$300K +$3.08K +50 +1%
ABC
1341
Associated Banc-Corp
Wisconsin
$299K +$15K +243 +5%
ESB
1342
Essex Savings Bank
Connecticut
$297K -$2.84K -46 -1%
FA
1343
FDx Advisors
Illinois
$291K -$95.8K -1,553 -25%
MFG
1344
Magnus Financial Group
New York
$291K -$9.62K -156 -3%
LFG
1345
Larson Financial Group
Missouri
$290K +$118K +1,907 +71%
CCA
1346
Childress Capital Advisors
Texas
$290K +$6.78K +110 +2%
TGAM
1347
TBH Global Asset Management
Tennessee
$288K -$2.59K -42 -0.9%
RIA
1348
Richwood Investment Advisors
Ohio
$286K +$4.93K +80 +2%
TL
1349
Tradewinds LLC
North Carolina
$286K +$278K +4,507 New
ORC
1350
O'Rourke & Company
Massachusetts
$286K +$370 +6 +0.1%
52 53
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55 56