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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1426
Chemistry Wealth Management
New York
$327K +$28.2K +419 +10%
CA
1427
Calton & Associates
Florida
$327K -$9.91K -147 -3%
BFAG
1428
Blackston Financial Advisory Group
Florida
$326K +$11.2K +166 +4%
BFG
1429
Birch Financial Group
New Hampshire
$325K +$311K +4,616 New
SW
1430
SlateStone Wealth
Florida
$324K +$46.8K +695 +18%
EFM
1431
E Fund Management
China
$323K +$309K +4,586 New
AWM
1432
Accel Wealth Management
Iowa
$322K -$5.32K -79 -2%
JWA
1433
JFS Wealth Advisors
Pennsylvania
$321K +$33.8K +502 +12%
TWP
1434
Tyche Wealth Partners
Texas
$321K -$351K -5,207 -53%
SIM
1435
Seaview Investment Managers
Florida
$320K – – –
AA
1436
Advisory Alpha
Michigan
$320K -$30.9K -459 -9%
MCM
1437
Monument Capital Management
Virginia
$319K +$67.8K +1,006 +29%
CCG
1438
Catalina Capital Group
California
$318K +$36.3K +538 +14%
GI
1439
GS Investments
Minnesota
$317K – – –
ORC
1440
O'Rourke & Company
Massachusetts
$316K +$472 +7 +0.2%
TSMHT
1441
Thurston Springer Miller Herd & Titak
Indiana
$315K +$180K +2,676 +149%
WMP
1442
Wealth Management Partners
Arizona
$315K -$166K -2,465 -36%
WA
1443
Wealthstream Advisors
New York
$315K +$301K +4,469 New
TFO
1444
Tarbox Family Office
California
$314K +$2.22K +33 +0.7%
WB
1445
WesBanco Bank
West Virginia
$314K -$58.3K -865 -16%
KMWM
1446
Keudell/Morrison Wealth Management
Oregon
$314K +$14.1K +209 +5%
PWM
1447
Paulson Wealth Management
Illinois
$314K -$29.3K -435 -9%
TWM
1448
Trueblood Wealth Management
Ohio
$313K -$607 -9 -0.2%
BTWM
1449
Brass Tax Wealth Management
Ohio
$313K -$26K -386 -8%
CC
1450
Chicago Capital
Illinois
$312K +$30.3K +450 +11%
56 57
58
59 60