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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1401
Marino Stram & Associates
Massachusetts
$900K -$40.7K -313 -5%
WFI
1402
West Family Investments
California
$900K +$465K +3,569 +125%
SP
1403
SmartHarvest Portfolios
Washington
$899K +$193K +1,482 +30%
SFWA
1404
Summit Financial Wealth Advisors
Louisiana
$899K +$95.4K +733 +13%
SYBT
1405
Stock Yards Bank & Trust
Kentucky
$899K +$2.08K +16 +0.2%
CFM
1406
Compass Financial Management
Florida
$898K +$850K +6,531 New
HIA
1407
Harbor Investment Advisory
Maryland
$896K +$31.9K +245 +4%
RB
1408
Richmond Brothers
Michigan
$895K +$833K +6,398 New
LMFP
1409
Larry Mathis Financial Planning
Arizona
$894K -$110K -845 -12%
MFG
1410
Menard Financial Group
Texas
$894K +$831K +6,387 New
CT
1411
Colonial Trust
South Carolina
$893K -$2.21K -17 -0.3%
MCM
1412
Monument Capital Management
Virginia
$893K +$52.5K +403 +7%
WSFS
1413
Wilmington Savings Fund Society
Delaware
$890K -$83.1K -638 -9%
NFA
1414
Northern Financial Advisors
Michigan
$890K +$130 +1 +0%
RA
1415
Riversedge Advisors
Delaware
$886K +$71.7K +551 +10%
IP
1416
Ignite Planners
California
$885K +$18.9K +145 +2%
SFS
1417
Solitude Financial Services
Virginia
$881K -$507K -3,895 -38%
RZH
1418
Relyea Zuckerberg Hanson
Connecticut
$879K +$24.9K +191 +3%
MHC
1419
May Hill Capital
Massachusetts
$878K +$23K +177 +3%
PWA
1420
Pitcairn Wealth Advisors
Pennsylvania
$876K -$849K -6,520 -51%
AO
1421
Advisor OS
Illinois
$875K +$23.4K +180 +3%
GC
1422
GatePass Capital
Ohio
$874K +$6.9K +53 +0.9%
SAM
1423
Strategy Asset Managers
California
$874K +$1.56K +12 +0.2%
HA
1424
Huntleigh Advisors
Missouri
$873K +$151K +1,160 +23%
BFG
1425
Birch Financial Group
New Hampshire
$871K +$26.2K +201 +3%
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