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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1426
Mascoma Wealth Management
New Hampshire
$40.8K – – –
PFA
1427
Pathway Financial Advisers
Indiana
$40.1K +$40.3K +888 New
BG
1428
Bollard Group
Massachusetts
$40K +$318 +7 +0.8%
BBPWM
1429
Blue Bell Private Wealth Management
Pennsylvania
$39.3K -$24.8K -545 -39%
CP
1430
Castleview Partners
Texas
$39.1K – – –
HWMA
1431
Heritage Wealth Management (Arizona)
Arizona
$39K +$22.9K +503 +140%
CTA
1432
Colonial Trust Advisors
South Carolina
$36.2K +$36.4K +801 New
GIA
1433
GHP Investment Advisors
Colorado
$36K +$45 +1 +0.1%
KA
1434
Kozak & Associates
Colorado
$36K -$156K -3,426 -81%
NF
1435
Norwood Financial
Pennsylvania
$35.9K – – –
CCA
1436
Column Capital Advisors
Indiana
$35.7K – – –
RA
1437
Rational Advisors
New York
$35.7K +$1.14K +25 +3%
BFPW
1438
BOK Financial Private Wealth
Colorado
$35.6K – – –
PP
1439
Pacifica Partners
Canada
$35.3K -$49.1K -1,080 -58%
DAC
1440
Dividend Assets Capital
South Carolina
$34K – – –
HFM
1441
Hartford Financial Management
Connecticut
$32.6K -$7.86K -173 -19%
GFWA
1442
Grey Fox Wealth Advisors
Delaware
$32.5K +$32.7K +719 New
WPA
1443
West Paces Advisors
Georgia
$31.9K – – –
CAC
1444
Core Alternative Capital
Georgia
$31K -$51K -1,122 -62%
SAM
1445
S.A. Mason
Michigan
$29.8K – – –
FRA
1446
Front Row Advisors
California
$29K – – –
EE
1447
EWG Elevate
California
$28.9K +$29K +639 New
JFA
1448
JNBA Financial Advisors
Minnesota
$28.4K -$11.7K -257 -29%
SC
1449
SouthState Corp
Florida
$28.3K -$11.8K -259 -29%
WIM
1450
Westside Investment Management
California
$28K +$28.3K +622 +6%
56 57
58
59 60