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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1401
Landmark Financial Advisors
Kentucky
$256K -$7.48K -107 -3%
GCM
1402
Gables Capital Management
Florida
$256K – – –
PFWA
1403
Paces Ferry Wealth Advisors
Georgia
$254K -$70 -1 -0%
BIP
1404
Blueprint Investment Partners
North Carolina
$254K +$253K +3,622 New
BBA
1405
BLB&B Advisors
Pennsylvania
$253K +$2.52K +36 +1%
BFS
1406
Bard Financial Services
Connecticut
$252K – – –
NAS
1407
Nicolet Advisory Services
Wisconsin
$252K +$7.76K +111 +3%
CMO
1408
Covenant Multifamily Offices
Texas
$252K +$25.9K +370 +12%
CCM
1409
Coldstream Capital Management
Washington
$251K -$227K -3,243 -36%
CAMG
1410
CWA Asset Management Group
Florida
$251K +$19.9K +284 +9%
PA
1411
Procyon Advisors
Connecticut
$251K +$250K +3,583 New
GWM
1412
Gitterman Wealth Management
New Jersey
$250K – – –
SWA
1413
Sightline Wealth Advisors
Connecticut
$249K +$1.75K +25 +0.7%
CCFM
1414
Clear Creek Financial Management
Washington
$249K +$11.7K +167 +5%
CL
1415
CPWM LLC
Washington
$247K -$7.34K -105 -3%
WQ
1416
Wealth Quarterback
New Jersey
$246K +$5.52K +79 +2%
RDWM
1417
Red Door Wealth Management
Tennessee
$245K -$19.5K -279 -7%
RM
1418
Resource Management
Louisiana
$245K +$70 +1 +0%
BWCS
1419
Beirne Wealth Consulting Services
Connecticut
$244K – – –
KOC
1420
Koss-Olinger Consulting
Florida
$241K +$3.21K +46 +1%
PCA
1421
Pallas Capital Advisors
Massachusetts
$241K +$245K +3,499 New
PPW
1422
Parcion Private Wealth
Washington
$239K -$18.3K -262 -7%
SYBT
1423
Stock Yards Bank & Trust
Kentucky
$239K -$3.5K -50 -1%
MHR
1424
Matthew Hamilton Rosenberg
$238K +$31.4K +449 +15%
GPA
1425
Garrison Point Advisors
California
$237K – – –
55 56
57
58 59