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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1476
West Paces Advisors
Georgia
$44.9K – – –
AWM
1477
AllSquare Wealth Management
New York
$44K -$10K -200 -17%
LF
1478
Lee Financial
Texas
$44K -$5.3K -106 -10%
GLLW
1479
Graves Light Lenhart Wealth
Virginia
$44K -$3.3K -66 -6%
CAM
1480
Costello Asset Management
Pennsylvania
$43K -$143K -2,866 -75%
SWA
1481
SOA Wealth Advisors
New York
$43K -$15.1K -301 -24%
SC
1482
Schubert & Co
Texas
$43K +$3.95K +79 +9%
MWM
1483
Mascoma Wealth Management
New Hampshire
$42K -$2.25K -45 -5%
AWM
1484
Avior Wealth Management
Nebraska
$42K -$1.4K -28 -3%
CFFP
1485
Center for Financial Planning
Michigan
$41K – – –
SC
1486
SouthState Corp
Florida
$41K – – –
FCMT
1487
Founders Capital Management (Texas)
Texas
$41K +$10K +200 +29%
BG
1488
Bollard Group
Massachusetts
$40K +$300 +6 +0.7%
RA
1489
Rise Advisors
New York
$39K +$9.9K +198 +31%
FMP
1490
Financial Management Professionals
Texas
$39K +$13.9K +277 +49%
BAM
1491
Byrne Asset Management
New Jersey
$37K +$40K +800 New
BFPW
1492
BOK Financial Private Wealth
Colorado
$36K -$248K -4,959 -86%
AIL
1493
AGF Investments LLC
Ontario, Canada
$36K -$85.1K -1,702 -69%
PO
1494
Private Ocean
California
$36K – – –
CNBTD
1495
Citizens National Bank Trust Department
Mississippi
$36K +$24.5K +490 +169%
TAIM
1496
TD Ameritrade Investment Management
Nebraska
$35K -$52.3K -1,046 -58%
JGIA
1497
Jackson Grant Investment Advisers
Connecticut
$35K – – –
SAM
1498
S.A. Mason
Michigan
$35K +$5K +100 +15%
APW
1499
Acima Private Wealth
Virginia
$35K – – –
OPW
1500
Oxler Private Wealth
New York
$34.2K +$37.2K +743 New
58 59
60
61 62