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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Avaii Wealth Management
Wisconsin
$235K +$207K +3,717 New
AIA
1402
Angeles Investment Advisors
California
$235K +$207K +3,713 New
PCFFS
1403
Pacific Center for Financial Services
California
$234K – – –
CWM
1404
Calamos Wealth Management
Illinois
$232K -$56.5K -1,016 -22%
MSG
1405
Main Street Group
Virginia
$231K +$102K +1,828 +100%
RFA
1406
Resurgent Financial Advisors
Georgia
$230K -$84.5K -1,518 -29%
PBO
1407
Peoples Bank (Ohio)
Ohio
$230K +$202K +3,635 New
IAG
1408
Investmark Advisory Group
Connecticut
$229K +$202K +3,623 New
VDI
1409
Vaughan David Investments
Illinois
$229K +$202K +3,625 New
WF
1410
Wayfinding Financial
Washington
$228K +$203K +3,647 New
AIA
1411
Allied Investment Advisors
Montana
$227K +$199K +3,585 New
HCM
1412
Highlander Capital Management
New Jersey
$227K – – –
BG
1413
Bahl & Gaynor
Ohio
$227K +$199K +3,584 New
JIC
1414
Joel Isaacson & Co
New York
$226K +$199K +3,582 New
NC
1415
Napatree Capital
Rhode Island
$226K -$95.9K -1,724 -32%
CWS
1416
Confluence Wealth Services
Pennsylvania
$225K +$198K +3,564 New
WANY
1417
Wealthspire Advisors (New York)
New York
$223K -$48.6K -873 -20%
LA
1418
Legacy Advisors
Pennsylvania
$222K +$195K +3,513 New
KFI
1419
Key Financial Inc
Pennsylvania
$222K -$779 -14 -0.4%
AOI
1420
Auto-Owners Insurance
Michigan
$221K +$195K +3,500 New
A
1421
AJOVista
Massachusetts
$221K – – –
FNBOO
1422
First National Bank of Omaha
Nebraska
$221K -$77.1K -1,385 -31%
VBCG
1423
Valley Brook Capital Group
Pennsylvania
$220K +$194K +3,484 New
SIC
1424
Shoker Investment Counsel
Ohio
$220K +$193K +3,467 New
LA
1425
Latitude Advisors
Florida
$220K +$193K +3,474 New
55 56
57
58 59