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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1426
Cassaday & Co Wealth Management
Virginia
$720K +$34.6K +333 +6%
SIC
1427
Samalin Investment Counsel
New York
$719K +$33K +318 +5%
HWA
1428
HCR Wealth Advisors
California
$718K +$639K +6,156 New
LJAC
1429
L.J. Altfest & Co
New York
$715K -$4.46K -43 -0.7%
MG
1430
Marex Group
$712K -$443K -4,268 -41%
DMBA
1431
Deseret Mutual Benefit Administrators
Utah
$707K -$71.3K -687 -10%
FFA
1432
First Foundation Advisors
California
$705K +$44.3K +427 +8%
CFP
1433
Catalyst Financial Partners
Massachusetts
$704K +$4.15K +40 +0.7%
IP
1434
Ignite Planners
California
$703K -$933K -8,985 -60%
FA
1435
Fortis Advisors
Pennsylvania
$702K – – –
BRIA
1436
Balanced Rock Investment Advisors
Massachusetts
$702K -$42.7K -411 -6%
BI
1437
Bramshill Investments
Florida
$700K +$623K +6,000 New
RZH
1438
Relyea Zuckerberg Hanson
Connecticut
$700K +$5.61K +54 +0.9%
WIM
1439
WealthPlan Investment Management
Nebraska
$699K -$202K -1,949 -25%
PE
1440
PCM Encore
Colorado
$699K +$622K +5,992 New
BFG
1441
Birch Financial Group
New Hampshire
$697K +$623 +6 +0.1%
NAM
1442
NTV Asset Management
West Virginia
$696K – – –
MCM
1443
Monument Capital Management
Virginia
$696K +$27.7K +267 +5%
CFG
1444
Copley Financial Group
California
$694K +$618K +5,949 New
CH
1445
Cromwell Holdings
Wyoming
$692K – – –
CIA
1446
Cladis Investment Advisory
Montana
$690K – – –
A
1447
Argentarii
Ohio
$688K -$3.84K -37 -0.6%
BFG
1448
Baron Financial Group
New Jersey
$685K +$609K +5,866 New
CA
1449
CoreCap Advisors
Michigan
$684K +$20.8K +200 +4%
RA
1450
Riversedge Advisors
Delaware
$681K +$73.4K +707 +14%
56 57
58
59 60