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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1401
Cassaday & Co Wealth Management
Virginia
$386K +$5.72K +75 +1%
NWAG
1402
Net Worth Advisory Group
Utah
$385K +$165K +2,159 +66%
DAS
1403
Dynamic Advisor Solutions
Arizona
$384K +$4.42K +58 +1%
MHC
1404
May Hill Capital
Massachusetts
$383K -$16.8K -220 -4%
GC
1405
Gilbert & Cook
Iowa
$381K +$7.55K +99 +2%
JWS
1406
Juncture Wealth Strategies
Arizona
$378K +$24.9K +326 +7%
WSCM
1407
Wellington Shields Capital Management
New York
$377K -$144K -1,883 -26%
ZIG
1408
Zullo Investment Group
Pennsylvania
$377K +$16.3K +214 +4%
CA
1409
CoreCap Advisors
Michigan
$377K -$19.3K -253 -5%
SIC
1410
Samalin Investment Counsel
New York
$375K +$1.52K +20 +0.4%
CFP
1411
Catalyst Financial Partners
Massachusetts
$374K -$2.75K -36 -0.7%
WI
1412
Westbourne Investments
Virginia
$374K +$402K +5,267 New
FNT
1413
First Nebraska Trust
Nebraska
$372K – – –
NP
1414
Nilsine Partners
Colorado
$371K -$564K -7,401 -59%
FLPIM
1415
F.L. Putnam Investment Management
Massachusetts
$371K -$2.29K -30 -0.6%
GFP
1416
Gryphon Financial Partners
Ohio
$369K +$64.5K +846 +19%
APW
1417
Aurora Private Wealth
New Jersey
$369K -$20.1K -263 -5%
BFS
1418
Bradley Foster & Sargent
Connecticut
$367K +$93.4K +1,225 +31%
LA
1419
LexAurum Advisors
Kansas
$367K -$84.6K -1,110 -18%
ZBNA
1420
Zions Bancorporation, National Association
Utah
$367K +$394K +5,167 New
EA
1421
Everpar Advisors
Oklahoma
$367K -$51.3K -673 -12%
RI
1422
Ridgewood Investments
New Jersey
$365K -$7.7K -101 -2%
LFA
1423
Legacy Financial Advisors
Kentucky
$365K +$129K +1,698 +49%
SCM
1424
SOL Capital Management
Maryland
$364K – – –
TWM
1425
Trueblood Wealth Management
Ohio
$364K +$51.7K +678 +15%
55 56
57
58 59