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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
1526
Wealth Management Partners
Arizona
$420K – – –
AC
1527
Addison Capital
Pennsylvania
$419K +$26.6K +280 +7%
CA
1528
Calton & Associates
Florida
$419K -$154K -1,624 -28%
WCA
1529
Westover Capital Advisors
Delaware
$417K +$14.2K +150 +4%
OFS
1530
Orrstown Financial Services
Pennsylvania
$416K +$34.3K +361 +10%
PP
1531
Pingora Partners
Wyoming
$416K -$18.5K -195 -5%
NWA
1532
Navis Wealth Advisors
New York
$416K – – –
ACL
1533
Applied Capital LLC
Florida
$416K -$13.3K -140 -3%
TS
1534
Tamar Securities
California
$415K +$4.65K +49 +1%
LA
1535
LexAurum Advisors
Kansas
$415K -$130K -1,366 -25%
SAM
1536
Strive Asset Management
Ohio
$415K -$38.1K -401 -9%
EFG
1537
Embree Financial Group
Illinois
$415K +$17.8K +188 +5%
GWM
1538
GSB Wealth Management
Connecticut
$414K -$10.3K -109 -3%
RCA
1539
Roberts Capital Advisors
Colorado
$414K +$387K +4,077 New
ICP
1540
Interchange Capital Partners
Pennsylvania
$413K +$388K +4,092 New
WF
1541
Wayfinding Financial
Washington
$411K +$3.51K +37 +0.9%
LSL
1542
Legacy Solutions LLC
Pennsylvania
$411K -$10.5K -111 -3%
PSP
1543
Principal Street Partners
Tennessee
$410K -$316K -3,327 -45%
TIA
1544
Traphagen Investment Advisors
New Jersey
$409K +$107K +1,123 +39%
RIA
1545
Regal Investment Advisors
Michigan
$409K +$13.4K +141 +4%
CFG
1546
Carter Financial Group
Illinois
$407K +$119K +1,251 +45%
RBC
1547
Roble Belko & Company
Pennsylvania
$406K +$190 +2 +0.1%
TCM
1548
TT Capital Management
California
$403K -$572K -6,027 -60%
ADMI
1549
Albert D. Mason Inc
Massachusetts
$400K +$5.22K +55 +1%
RFN
1550
RDA Financial Network
Iowa
$399K -$474 -5 -0.1%
60 61
62
63 64