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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1551
Kayne Anderson Rudnick Investment Management
California
$1.64K +$1.72K +35 New
AFS
1552
Annapolis Financial Services
Maryland
$1.45K -$98 -2 -6%
LSA
1553
Lansing Street Advisors
Pennsylvania
$1.41K – – –
GGI
1554
Godsey & Gibb Inc
Virginia
$1.41K +$1.47K +30 New
BHWM
1555
Beaird Harris Wealth Management
Texas
$1.34K -$4.76K -97 -77%
BFA
1556
BBJS Financial Advisors
Washington
$1.13K – – –
AA
1557
Altman Advisors
Illinois
$1.04K +$426K +8,680 +62%
M
1558
MOTCO
Texas
$1.03K – – –
UFF
1559
USA Financial Formulas
Michigan
$1.03K +$1.08K +22 New
PSB
1560
Piscataqua Savings Bank
New Hampshire
$1.03K – – –
PP
1561
PrairieView Partners
Minnesota
$1K – – –
NMG
1562
New Millennium Group
Utah
$985 – – –
CMA
1563
Cedar Mountain Advisors
Oregon
$938 – – –
CPFP
1564
Clear Perspectives Financial Planning
Ohio
$797 – – –
MIM
1565
Macroview Investment Management
Maryland
$709 – – –
BC
1566
Barrett & Company
Rhode Island
$618 +$589 +12 +1,200%
TF
1567
TimeScale Financial
Massachusetts
$563 – – –
TC
1568
Truvestments Capital
Florida
$469 +$491 +10 New
TWD
1569
True Wealth Design
Ohio
$329 +$344 +7 New
HWM
1570
HighMark Wealth Management
Minnesota
$263 – – –
BWL
1571
Bogart Wealth LLC
Virginia
$234 -$10.3K -209 -98%
CFFP
1572
Center for Financial Planning
Michigan
$188 -$9.32K -190 -98%
IWP
1573
IAG Wealth Partners
Wisconsin
$188 – – –
SC
1574
Stephens Consulting
Michigan
$94 – – –
VWM
1575
Valley Wealth Managers
New Jersey
$38 +$49 +1 New