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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1526
Venturi Wealth Management
Texas
$10.9K +$2.44K +52 +28%
FSWA
1527
Financial Synergies Wealth Advisors
Texas
$10.9K +$94 +2 +0.9%
PMFA
1528
Plante Moran Financial Advisors
Michigan
$10.8K +$1.03K +22 +10%
VFIC
1529
Valley Forge Investment Consultants
Pennsylvania
$10.6K – – –
NC
1530
NewSquare Capital
Pennsylvania
$9.95K -$2.81K -60 -22%
HWA
1531
HHM Wealth Advisors
Tennessee
$9.76K – – –
AWM
1532
Atticus Wealth Management
Florida
$9.6K +$141 +3 +1%
RA
1533
Rise Advisors
New York
$9.35K +$94 +2 +1%
AFG
1534
Albion Financial Group
Utah
$9.02K – – –
PFPT
1535
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.98K – – –
BWP
1536
Baldwin Wealth Partners
Massachusetts
$8.66K – – –
PGAM
1537
Princeton Global Asset Management
New Jersey
$8.61K – – –
TLA
1538
Tanglewood Legacy Advisors
Texas
$8.52K – – –
SIS
1539
Strategic Investment Solutions
Illinois
$8.34K -$12.6K -269 -59%
TFM
1540
TFC Financial Management
Massachusetts
$7.83K +$7.96K +170 New
WIM
1541
WealthPlan Investment Management
Nebraska
$7.27K – – –
AAG
1542
Armstrong Advisory Group
Massachusetts
$7.14K -$14.4K -307 -66%
SC
1543
SouthState Corp
Florida
$6.91K -$18.4K -393 -72%
AF
1544
Arrow Financial
New York
$6.91K – – –
KFS
1545
Kelly Financial Services
Massachusetts
$6.46K – – –
CWM
1546
CarsonAllaria Wealth Management
Illinois
$6.42K +$94 +2 +1%
CAS
1547
Coppell Advisory Solutions
Texas
$6.4K +$6.46K +138 New
CPA
1548
Cowen Prime Advisors
New York
$6.17K – – –
HC
1549
Hoese & Co
Minnesota
$6.12K – – –
TFA
1550
Toth Financial Advisory
Virginia
$6.05K +$47 +1 +0.8%
60 61
62
63 64