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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1401
Carolinas Wealth Consulting
North Carolina
$285K -$42.8K -643 -12%
BFS
1402
Bard Financial Services
Connecticut
$285K +$74.8K +1,125 +31%
BFPW
1403
BOK Financial Private Wealth
Colorado
$284K -$102K -1,532 -25%
CDH
1404
Charles D. Hyman
$284K – – –
NA
1405
Navellier & Associates
Nevada
$284K +$19.9K +300 +7%
SCG
1406
Sonata Capital Group
Washington
$283K – – –
VWA
1407
Visionary Wealth Advisors
Illinois
$283K +$312K +4,688 New
SGI
1408
Summit Global Investments
Utah
$282K – – –
PBO
1409
Peoples Bank (Ohio)
Ohio
$281K -$215K -3,228 -41%
HI
1410
Humankind Investments
New York
$281K +$48.5K +730 +19%
MCM
1411
Monument Capital Management
Virginia
$280K -$531K -7,986 -63%
KFC
1412
Klingenstein Fields & Co
New York
$280K -$35.8K -538 -10%
JSL
1413
JT Stratford LLC
Georgia
$277K -$80.8K -1,215 -21%
CA
1414
Calton & Associates
Florida
$277K -$59.4K -893 -16%
EWM
1415
Endurance Wealth Management
Rhode Island
$277K -$19.9K -300 -6%
AIA
1416
Allied Investment Advisors
Montana
$277K – – –
GCM
1417
G2 Capital Management
Ohio
$275K +$303K +4,558 New
SFO
1418
Stokes Family Office
Louisiana
$274K +$21.7K +326 +8%
WFPG
1419
Waller Financial Planning Group
Ohio
$274K +$40K +602 +15%
GA
1420
Geller Advisors
New York
$273K -$2.79K -42 -0.9%
GI
1421
GS Investments
Minnesota
$272K – – –
WCM
1422
Weik Capital Management
Pennsylvania
$272K – – –
CWM
1423
C2C Wealth Management
Arizona
$272K +$300K +4,519 New
PCP
1424
Proficio Capital Partners
Massachusetts
$271K -$38.5K -579 -11%
AFM
1425
Abbot Financial Management
Massachusetts
$271K – – –
55 56
57
58 59