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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1526
Regal Investment Advisors
Michigan
$331K +$8.17K +113 +3%
SMA
1527
Seven Mile Advisory
New Jersey
$329K -$7.16K -99 -2%
KFI
1528
Key Financial Inc
Pennsylvania
$329K +$3.76K +52 +1%
BMC
1529
Beaton Management Company
Massachusetts
$329K – – –
CWP
1530
CFM Wealth Partners
Texas
$329K – – –
CAM
1531
CenterStar Asset Management
Illinois
$329K -$506K -7,002 -64%
WCM
1532
Whitener Capital Management
North Carolina
$328K +$5.93K +82 +2%
AC
1533
Addison Capital
Pennsylvania
$327K +$5.86K +81 +2%
TCM
1534
Teza Capital Management
Illinois
$326K -$584K -8,080 -68%
SPWM
1535
Spartan Planning & Wealth Management
North Carolina
$325K +$276K +3,815 New
AWM
1536
Accel Wealth Management
Iowa
$325K -$12.8K -177 -4%
NS
1537
NBC Securities
Alabama
$323K +$40.3K +558 +17%
AAS
1538
Asset Allocation Strategies
Michigan
$322K +$4.34K +60 +2%
LAM
1539
Lifestyle Asset Management
Texas
$322K +$14.3K +198 +6%
OFS
1540
Orrstown Financial Services
Pennsylvania
$318K +$270K +3,740 New
AIM
1541
Aspen Investment Management
Michigan
$318K -$21.7K -300 -7%
WAG
1542
Winthrop Advisory Group
Massachusetts
$318K -$4.99K -69 -2%
MW
1543
MBL Wealth
North Carolina
$317K +$17.2K +238 +7%
MPM
1544
MBB Public Markets
Illinois
$316K -$61K -844 -19%
FFO
1545
Fortitude Family Office
Arizona
$315K +$179K +2,475 +201%
WWC
1546
Waypoint Wealth Counsel
Georgia
$315K +$26.6K +368 +11%
PCFFS
1547
Pacific Center for Financial Services
California
$315K – – –
JC
1548
JBGlobal.com
New York
$311K -$39K -540 -13%
AIA
1549
Allied Investment Advisors
Montana
$311K +$7.23K +100 +3%
PVI
1550
Pine Valley Investments
New Jersey
$310K -$2.46K -34 -0.9%
60 61
62
63 64