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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1551
Freedman Financial Associates
Massachusetts
$15K +$12.4K +244 New
AFS
1552
Annapolis Financial Services
Maryland
$15K +$12.7K +250 New
BWP
1553
Baldwin Wealth Partners
Massachusetts
$14K -$32.5K -640 -74%
CTB
1554
Country Trust Bank
Illinois
$14K -$2.75K -54 -19%
AFG
1555
Albion Financial Group
Utah
$14K +$11.5K +226 New
WLPWM
1556
Walled Lake Planning & Wealth Management
Illinois
$12K – – –
AWM
1557
Atticus Wealth Management
Florida
$12K +$102 +2 +1%
MS
1558
Mizuho Securities
Japan
$12K +$9.66K +190 New
DWM
1559
Defined Wealth Management
Oregon
$12K +$10K +197 New
SFG
1560
Sowa Financial Group
Rhode Island
$12K +$10.3K +202 New
RA
1561
Reby Advisors
Connecticut
$11K +$9.25K +182 New
KFS
1562
Kelly Financial Services
Massachusetts
$10.5K -$5.13K -101 -37%
TAM
1563
Tucker Asset Management
Colorado
$10.3K +$8.49K +167 New
BFC
1564
Bedel Financial Consulting
Indiana
$10K – – –
HFA
1565
Hoover Financial Advisors
Pennsylvania
$10K +$7.63K +150 New
CQS
1566
Credential Qtrade Securities
$9.87K – – –
TCM
1567
Tradewinds Capital Management
Washington
$9K -$305 -6 -4%
PG
1568
Proffitt & Goodson
Tennessee
$9K +$4.83K +95 +183%
RF
1569
Robbins Farley
New Hampshire
$9K +$7.63K +150 New
FEG
1570
Financial Enhancement Group
Indiana
$8K – – –
SNT
1571
Security National Trust
West Virginia
$8K – – –
RIM
1572
Rockbridge Investment Management
New York
$8K +$508 +10 +8%
CYG
1573
Clean Yield Group
Vermont
$8K +$6.35K +125 New
ITFISA
1574
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.15K +$5.9K +116 New
NL
1575
NVWM LLC
Pennsylvania
$7K -$426K -8,375 -99%
61 62
63
64 65