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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1376
Family Legacy Inc
South Carolina
$786K -$4.67K -45 -0.7%
NFG
1377
Northbridge Financial Group
Florida
$783K +$697K +6,708 New
FA
1378
Fiducient Advisors
Illinois
$782K – – –
SAW
1379
Signal Advisors Wealth
Michigan
$780K +$74.6K +718 +12%
BLC
1380
Brown, Lisle/Cummings
Rhode Island
$780K -$72.7K -700 -9%
TPWM
1381
Twelve Points Wealth Management
Massachusetts
$779K -$309K -2,977 -32%
CPA
1382
Capital Performance Advisors
California
$774K +$61.8K +595 +10%
CCA
1383
Coign Capital Advisors
Utah
$773K +$10.2K +98 +2%
SW
1384
Simplicity Wealth
New Jersey
$773K +$73.2K +705 +12%
MVA
1385
Mount Vernon Associates
Maryland
$772K -$5.19K -50 -0.7%
GIA
1386
Gateway Investment Advisers
Ohio
$770K +$136K +1,313 +25%
SB
1387
SIG Brokerage
New York
$770K +$686K +6,602 New
CS
1388
Capital Square
Tennessee
$769K – – –
FFA
1389
Founders Financial Alliance
North Carolina
$766K +$519 +5 +0.1%
AA
1390
Advisory Alpha
Michigan
$758K -$231K -2,223 -25%
TA
1391
TrueWealth Advisors
Alabama
$755K -$32.8K -316 -5%
NB
1392
Nicolet Bankshares
Wisconsin
$754K +$49K +472 +8%
RCA
1393
Resonant Capital Advisors
Wisconsin
$753K +$11.4K +110 +2%
CCMG
1394
Clark Capital Management Group
Pennsylvania
$753K +$423K +4,076 +172%
JRPIM
1395
Journey Retirement Planning & Investment Management
Idaho
$751K +$669K +6,440 New
MFG
1396
Magnus Financial Group
New York
$751K +$44.5K +429 +7%
KIM
1397
Kestra Investment Management
Texas
$750K +$77.3K +744 +13%
RIA
1398
Richwood Investment Advisors
Ohio
$749K +$30K +289 +5%
SFP
1399
Shepherd Financial Partners
Massachusetts
$748K -$23.8K -229 -3%
TC
1400
TFR Capital
Texas
$747K -$24.8K -239 -4%
54 55
56
57 58