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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1401
E Fund Management
China
$724K +$727K +6,384 New
TPWM
1402
Twelve Points Wealth Management
Massachusetts
$723K -$4.67K -41 -0.6%
MSFS
1403
Main Street Financial Solutions
Pennsylvania
$722K +$17.7K +155 +2%
NFA
1404
Northern Financial Advisors
Michigan
$721K +$282K +2,472 +64%
GM
1405
GeoWealth Management
Illinois
$721K +$12.1K +106 +2%
RIL
1406
Rothschild Investment LLC
Illinois
$720K +$219K +1,919 +43%
FLPIM
1407
F.L. Putnam Investment Management
Massachusetts
$720K +$10.8K +95 +2%
AA
1408
Armis Advisers
Georgia
$719K +$354K +3,112 +116%
JTWM
1409
Jackson Thornton Wealth Management
Alabama
$718K +$91.7K +805 +16%
DIP
1410
Davis Investment Partners
North Carolina
$717K -$303K -2,657 -30%
DT
1411
DV Trading
Illinois
$715K +$696K +6,114 +3,168%
CAC
1412
Certified Advisory Corp
Florida
$715K -$342 -3 -0%
UFF
1413
USA Financial Formulas
Michigan
$715K -$74.5K -654 -9%
TAM
1414
Titleist Asset Management
Texas
$713K -$8.88K -78 -1%
SC
1415
Sapient Capital
Indiana
$709K +$486K +4,264 +214%
SAM
1416
Strategy Asset Managers
California
$707K +$710K +6,234 New
CIAS
1417
Capital Investment Advisory Services
North Carolina
$704K -$5.01K -44 -0.7%
TFIPS
1418
Towarzystwo Funduszy Inwestycyjnych PZU SA
$704K +$187K +1,645 +36%
UIM
1419
Unified Investment Management
Georgia
$704K -$8.43K -74 -1%
IA
1420
IFG Advisors
Missouri
$703K – – –
GC
1421
GatePass Capital
Ohio
$703K +$383K +3,359 +118%
CIM
1422
CIM Investment Management
Pennsylvania
$702K -$3.42K -30 -0.5%
IP
1423
Ignite Planners
California
$702K +$12.1K +106 +2%
FFA
1424
Fi3 Financial Advisors
Indiana
$702K +$44.6K +392 +7%
IA
1425
Insight Advisors
Pennsylvania
$700K -$13.8K -121 -2%
55 56
57
58 59