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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1526
Regal Investment Advisors
Michigan
$259K -$53.4K -792 -18%
RCM
1527
Raleigh Capital Management
North Carolina
$259K -$5.8K -86 -2%
GWANC
1528
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$5.8K +86 +2%
SIC
1529
Sage Investment Counsel
Tennessee
$258K +$247K +3,666 New
GPA
1530
Garrison Point Advisors
California
$258K +$67 +1 +0%
LIM
1531
Leavell Investment Management
Alabama
$256K +$245K +3,633 New
BWP
1532
Balboa Wealth Partners
Arizona
$255K +$244K +3,626 New
AP
1533
Adero Partners
California
$255K +$244K +3,617 New
LSA
1534
Lansing Street Advisors
Pennsylvania
$255K +$3.44K +51 +1%
WCM
1535
Whitener Capital Management
North Carolina
$254K +$2.02K +30 +0.8%
ECG
1536
Edge Capital Group
Georgia
$254K – – –
PVI
1537
Pine Valley Investments
New Jersey
$254K -$2.09K -31 -0.9%
JIC
1538
Joel Isaacson & Co
New York
$254K +$25.3K +375 +12%
SFWA
1539
Summit Financial Wealth Advisors
Louisiana
$253K +$214K +3,182 New
RCA
1540
Resonant Capital Advisors
Wisconsin
$253K +$242K +3,596 New
1WM
1541
1858 Wealth Management
Ohio
$253K -$13.4K -199 -5%
AIA
1542
Allied Investment Advisors
Montana
$251K -$1.21K -18 -0.5%
BG
1543
Bahl & Gaynor
Ohio
$251K – – –
AF
1544
Apexium Financial
Texas
$251K +$18.7K +278 +8%
FMTC
1545
Farmers & Merchants Trust Company
California
$251K -$36.3K -539 -13%
NRG
1546
Nemes Rush Group
Michigan
$251K +$34.6K +513 +17%
CPSC
1547
Carl P. Sherr & Co
Massachusetts
$250K +$239K +3,552 New
WF
1548
Wayfinding Financial
Washington
$250K +$240K +3,559 New
SIC
1549
Shoker Investment Counsel
Ohio
$249K +$1.62K +24 +0.7%
FNBOO
1550
First National Bank of Omaha
Nebraska
$249K -$10.1K -150 -4%
60 61
62
63 64