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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1426
AllSquare Wealth Management
New York
$40K – – –
SC
1427
Schubert & Co
Texas
$40K +$1.09K +22 +2%
SWA
1428
Sutton Wealth Advisors
Florida
$39K +$13.4K +271 +41%
TSWM
1429
Tyler-Stone Wealth Management
Ohio
$39K -$7.66K -155 -14%
LF
1430
Lee Financial
Texas
$39K -$741 -15 -2%
CAM
1431
Costello Asset Management
Pennsylvania
$39K +$494 +10 +1%
AFS
1432
Annapolis Financial Services
Maryland
$39K +$17.1K +347 +59%
MWM
1433
Mascoma Wealth Management
New Hampshire
$38K – – –
FMTCOCP
1434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K -$19K -385 -30%
HFM
1435
Hartford Financial Management
Connecticut
$37K -$17.1K -347 -28%
JFA
1436
JNBA Financial Advisors
Minnesota
$37K -$4.99K -101 -10%
CFFP
1437
Center for Financial Planning
Michigan
$37K – – –
SC
1438
SouthState Corp
Florida
$37K – – –
BG
1439
Bollard Group
Massachusetts
$37K +$296 +6 +0.7%
RA
1440
Rise Advisors
New York
$36K +$445 +9 +1%
CP
1441
Castleview Partners
Texas
$36K +$35.5K +719 +492%
FMP
1442
Financial Management Professionals
Texas
$35K -$247 -5 -0.6%
ME
1443
McIlrath & Eck
Washington
$34K +$19.8K +400 +97%
CCA
1444
Column Capital Advisors
Indiana
$33K -$17.3K -350 -31%
BFPW
1445
BOK Financial Private Wealth
Colorado
$33K – – –
PO
1446
Private Ocean
California
$33K – – –
NF
1447
Norwood Financial
Pennsylvania
$33K +$7.41K +150 +23%
GIA
1448
GHP Investment Advisors
Colorado
$33K +$8.55K +173 +28%
JGIA
1449
Jackson Grant Investment Advisers
Connecticut
$32K – – –
RA
1450
Rational Advisors
New York
$32K +$2.27K +46 +6%
56 57
58
59 60