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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1526
Nicolet Advisory Services
Wisconsin
$214K -$2.39K -36 -1%
BWM
1527
Baystate Wealth Management
Massachusetts
$214K +$142K +2,130 +151%
FSC
1528
Full Sail Capital
Oklahoma
$214K +$222K +3,345 New
ZIG
1529
Zullo Investment Group
Pennsylvania
$214K +$235K +3,539 New
LFA
1530
Legacy Financial Advisors
Kentucky
$213K -$28.8K -433 -11%
CAMG
1531
CWA Asset Management Group
Florida
$212K -$4.85K -73 -2%
MCA
1532
Millennium Capital Advisors
Arkansas
$212K +$233K +3,505 New
EHAM
1533
Eagle Harbor Asset Management
Washington
$211K +$233K +3,502 New
RM
1534
Resource Management
Louisiana
$211K – – –
SVWAG
1535
Sound View Wealth Advisors Group
Georgia
$211K +$9.91K +149 +4%
VA
1536
Valmark Advisers
Ohio
$211K +$233K +3,499 New
BWCS
1537
Beirne Wealth Consulting Services
Connecticut
$210K – – –
KOC
1538
Koss-Olinger Consulting
Florida
$210K +$2.73K +41 +1%
UMC
1539
United Maritime Capital
New York
$210K +$231K +3,479 New
OHWP
1540
Oak Harbor Wealth Partners
North Carolina
$208K +$229K +3,450 New
ONST
1541
Old North State Trust
North Carolina
$207K +$14.2K +214 +7%
IA
1542
IFG Advisory
Georgia
$206K +$12.6K +190 +6%
PPWM
1543
Paragon Private Wealth Management
Kentucky
$206K +$227K +3,411 New
RCM
1544
RNC Capital Management
California
$205K -$63.7K -958 -22%
NCM
1545
NCM Capital Management
New Jersey
$205K +$226K +3,399 New
GPA
1546
Garrison Point Advisors
California
$204K – – –
NCM
1547
Noesis Capital Mangement
Florida
$204K +$1.46K +22 +0.7%
VWA
1548
V Wealth Advisors
Kansas
$204K +$224K +3,376 New
MHR
1549
Matthew Hamilton Rosenberg
$203K -$1.93K -29 -0.9%
BWG
1550
Beta Wealth Group
California
$203K – – –
60 61
62
63 64