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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1426
Fi3 Financial Advisors
Indiana
$702K +$44.6K +392 +7%
IA
1427
Insight Advisors
Pennsylvania
$700K -$13.8K -121 -2%
CWP
1428
Cyndeo Wealth Partners
Florida
$700K -$474K -4,159 -40%
HWA
1429
HCR Wealth Advisors
California
$698K +$228 +2 +0%
BWM
1430
BankPlus Wealth Management
Mississippi
$698K +$701K +6,157 New
FWI
1431
Facet Wealth Inc
Maryland
$698K +$236K +2,072 +51%
SIC
1432
Samalin Investment Counsel
New York
$698K -$228 -2 -0%
HIA
1433
Harbor Investment Advisory
Maryland
$698K -$97.5K -856 -12%
LJAC
1434
L.J. Altfest & Co
New York
$696K +$1.37K +12 +0.2%
FIA
1435
FNY Investment Advisers
New York
$692K -$528K -4,640 -43%
EP
1436
Elkhorn Partners
Nebraska
$692K -$11.4K -100 -2%
MHC
1437
May Hill Capital
Massachusetts
$692K +$34.6K +304 +5%
RZH
1438
Relyea Zuckerberg Hanson
Connecticut
$691K +$10.8K +95 +2%
AO
1439
Advisor OS
Illinois
$689K +$138K +1,216 +25%
CCWM
1440
Cassaday & Co Wealth Management
Virginia
$687K -$12.9K -113 -2%
WDC
1441
Woodward Diversified Capital
California
$684K +$21.1K +185 +4%
BFG
1442
Birch Financial Group
New Hampshire
$683K +$5.69K +50 +0.8%
HBT
1443
Hills Bank & Trust
Iowa
$681K -$136K -1,192 -17%
MCM
1444
Monument Capital Management
Virginia
$678K +$1.48K +13 +0.2%
NAM
1445
NTV Asset Management
West Virginia
$675K -$2.28K -20 -0.3%
PHS
1446
Pekin Hardy Strauss
Illinois
$675K -$184K -1,617 -21%
DE
1447
Defiance ETFs
New York
$674K +$677K +5,945 New
GS
1448
GWN Securities
Florida
$673K +$676K +5,934 New
CH
1449
Cromwell Holdings
Wyoming
$672K – – –
CAM
1450
CenterStar Asset Management
Illinois
$671K +$674K +5,920 New
56 57
58
59 60