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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1501
Pinnacle Wealth Planning Services
Ohio
$763K -$3.25K -25 -0.5%
TIA
1502
Teucrium Investment Advisors
Vermont
$759K +$706K +5,426 New
PWP
1503
Precedent Wealth Partners
Texas
$759K +$706K +5,420 New
MWS
1504
MFA Wealth Services
California
$758K -$27.9K -214 -4%
BRIA
1505
Balanced Rock Investment Advisors
Massachusetts
$757K -$59.1K -454 -8%
PWM
1506
Palumbo Wealth Management
New York
$756K +$703K +5,402 New
AWM
1507
Accel Wealth Management
Iowa
$753K -$21.5K -165 -3%
CWM
1508
Compass Wealth Management
Connecticut
$753K +$700K +5,377 New
GCM
1509
Gables Capital Management
Florida
$752K – – –
CA
1510
Claro Advisors
Massachusetts
$752K +$6.77K +52 +1%
SWM
1511
Silverlake Wealth Management
Vermont
$751K +$1.43K +11 +0.2%
LP
1512
LMR Partners
United Kingdom
$751K +$400K +3,073 +134%
GEA
1513
Glen Eagle Advisors
New Jersey
$747K +$5.08K +39 +0.7%
ACG
1514
Allen Capital Group
Nebraska
$745K +$20.7K +159 +3%
PWP
1515
Ponta Wealth Partners
Florida
$744K +$234K +1,794 +51%
VSQM
1516
V-Square Quantitative Management
Illinois
$742K +$123K +948 +22%
CCG
1517
Coastwise Capital Group
California
$736K -$1.43K -11 -0.2%
FIA
1518
FNY Investment Advisers
New York
$736K -$111K -850 -14%
TWP
1519
Triad Wealth Partners
Kansas
$736K +$239K +1,836 +50%
AP
1520
Anchyra Partners
Georgia
$733K +$31.2K +240 +5%
IVP
1521
Intrinsic Value Partners
Arizona
$733K -$2.6K -20 -0.4%
ZIG
1522
Zullo Investment Group
Pennsylvania
$731K -$10K -77 -1%
WI
1523
WrapManager Inc
California
$728K -$8.98K -69 -1%
CAI
1524
Capital Advisors Inc
Oklahoma
$727K -$299K -2,296 -31%
OFS
1525
OneAscent Financial Services
Alabama
$725K +$50.1K +385 +8%
59 60
61
62 63