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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1501
City State Bank
Iowa
$161K -$802 -13 -0.5%
C
1502
Covestor
United Kingdom
$159K -$34.4K -558 -18%
MSG
1503
Main Street Group
Virginia
$159K -$70.6K -1,145 -31%
GBT
1504
Grove Bank & Trust
Florida
$152K +$24.7K +400 +20%
JWA
1505
JFS Wealth Advisors
Pennsylvania
$147K +$2.77K +45 +2%
RWMG
1506
Redwood Wealth Management Group
New Jersey
$145K +$141K +2,285 New
BC
1507
Belmont Capital
California
$145K – – –
SWM
1508
Sugarloaf Wealth Management
Georgia
$142K – – –
RFS
1509
Richardson Financial Services
Massachusetts
$142K +$3.08K +50 +2%
HIA
1510
Harbor Investment Advisory
Maryland
$139K +$64.7K +1,049 +92%
YDMI
1511
Y.D. More Investments
Israel
$138K +$62.3K +1,011 +87%
DSC
1512
Duncker Streett & Co
Missouri
$137K – – –
OA
1513
Operose Advisors
Wisconsin
$135K -$493 -8 -0.4%
AIM
1514
Anchor Investment Management
South Carolina
$130K -$15.4K -249 -11%
TFF
1515
The Family Firm
Maryland
$130K +$126K +2,044 New
DP
1516
Denver PWM
Colorado
$129K +$125K +2,029 New
OP
1517
ORG Partners
Indiana
$128K +$124K +2,017 New
AA
1518
Addison Advisors
Vermont
$125K +$7.64K +124 +7%
WBC
1519
West Branch Capital
Massachusetts
$125K – – –
IBOK
1520
Independence Bank of Kentucky
Kentucky
$121K – – –
CT
1521
Clearstead Trust
Maine
$120K -$555 -9 -0.5%
VWM
1522
Venturi Wealth Management
Texas
$119K +$52.5K +852 +83%
AWM
1523
Activest Wealth Management
Florida
$119K -$85.1K -1,380 -42%
NFSG
1524
Newbridge Financial Services Group
Florida
$115K -$18.6K -302 -14%
WT
1525
Washington Trust
Rhode Island
$115K -$3.33K -54 -3%
59 60
61
62 63