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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1326
Keystone Financial Group (Kentucky)
Kentucky
$310K -$3.27K -53 -1%
KMWM
1327
Keudell/Morrison Wealth Management
Oregon
$309K +$802 +13 +0.3%
SLWA
1328
San Luis Wealth Advisors
California
$309K +$300K +4,870 New
ACA
1329
Anchor Capital Advisors
Massachusetts
$307K -$55.2K -895 -16%
PWM
1330
Paulson Wealth Management
Illinois
$307K – – –
STA
1331
Smith Thornton Advisors
Alabama
$306K +$297K +4,823 New
HIIFS
1332
Harel Insurance Investments & Financial Services
Israel
$306K +$64.2K +1,041 +27%
FZCM
1333
Flynn Zito Capital Management
New York
$306K -$44.9K -728 -13%
BTWM
1334
Brass Tax Wealth Management
Ohio
$306K +$297K +4,814 New
SIM
1335
Seaview Investment Managers
Florida
$305K -$23.2K -377 -7%
SWA
1336
Sightline Wealth Advisors
Connecticut
$305K +$2.04K +33 +0.7%
EWM
1337
EPG Wealth Management
Georgia
$305K -$298K -4,838 Closed
GFP
1338
Gryphon Financial Partners
Ohio
$305K +$29.2K +473 +11%
ZIG
1339
Zullo Investment Group
Pennsylvania
$304K +$5.8K +94 +2%
FCA
1340
FinTrust Capital Advisors
South Carolina
$304K +$16.2K +263 +6%
MFG
1341
MidWestOne Financial Group
Iowa
$300K +$3.08K +50 +1%
ABC
1342
Associated Banc-Corp
Wisconsin
$299K +$15K +243 +5%
ESB
1343
Essex Savings Bank
Connecticut
$297K -$2.84K -46 -1%
FA
1344
FDx Advisors
Illinois
$291K -$95.8K -1,553 -25%
MFG
1345
Magnus Financial Group
New York
$291K -$9.62K -156 -3%
LFG
1346
Larson Financial Group
Missouri
$290K +$118K +1,907 +71%
CCA
1347
Childress Capital Advisors
Texas
$290K +$6.78K +110 +2%
TGAM
1348
TBH Global Asset Management
Tennessee
$288K -$2.59K -42 -0.9%
RIA
1349
Richwood Investment Advisors
Ohio
$286K +$4.93K +80 +2%
TL
1350
Tradewinds LLC
North Carolina
$286K +$278K +4,507 New
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