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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
1351
Prepared Retirement Institute
Pennsylvania
$209K +$180K +4,055 New
AG
1352
AlTi Global
New York
$208K +$179K +4,044 New
AAS
1353
Asset Allocation Strategies
Michigan
$207K +$179K +4,032 New
ATFA
1354
All Terrain Financial Advisors
Minnesota
$207K +$178K +4,028 New
WFPG
1355
Waller Financial Planning Group
Ohio
$206K +$178K +4,014 New
CCMT
1356
CMT Capital Markets Trading
Germany
$206K -$133K -3,000 -43%
RBC
1357
Roble Belko & Company
Pennsylvania
$206K – – –
DM
1358
Diker Management
New York
$206K +$177K +4,000 New
BMC
1359
Beaton Management Company
Massachusetts
$205K +$177K +3,992 New
GWANC
1360
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$176K +3,981 New
LFA
1361
Landmark Financial Advisors
Kentucky
$205K +$176K +3,980 New
APP
1362
Avantax Planning Partners
Iowa
$204K -$89.8K -2,029 -34%
SSA
1363
Sierra Summit Advisors
Nevada
$204K +$175K +3,960 New
LFA
1364
Legacy Financial Advisors
Kentucky
$203K +$175K +3,948 New
SIAG
1365
Safeguard Investment Advisory Group
California
$202K +$174K +3,922 New
SQA
1366
Simon Quick Advisors
New Jersey
$202K +$174K +3,920 New
VFPI
1367
Vantage Financial Partners (Illinois)
Illinois
$201K +$173K +3,900 New
MHR
1368
Matthew Hamilton Rosenberg
$200K -$14.1K -318 -8%
CTC
1369
Central Trust Company
Missouri
$198K +$9.08K +205 +6%
LS
1370
Livforsakringsbolaget Skandia
Sweden
$195K +$68.5K +1,547 +69%
AWM
1371
Activest Wealth Management
Florida
$193K +$22.1K +500 +15%
PCFFS
1372
Pacific Center for Financial Services
California
$190K – – –
WT
1373
Washington Trust
Rhode Island
$187K +$85.3K +1,927 +112%
HCM
1374
Highlander Capital Management
New Jersey
$184K +$26.6K +600 +20%
KFI
1375
Key Financial Inc
Pennsylvania
$181K -$1.37K -31 -0.9%
53 54
55
56 57