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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1551
Winthrop Advisory Group
Massachusetts
$270K +$229 +3 +0.1%
ACA
1552
Anchor Capital Advisors
Massachusetts
$270K -$75.1K -985 -21%
AFGAS
1553
Allegiance Financial Group Advisory Services
Virginia
$268K +$288K +3,779 New
WCM
1554
Whitener Capital Management
North Carolina
$268K +$12.2K +160 +4%
RIA
1555
Regal Investment Advisors
Michigan
$268K +$6.63K +87 +2%
AC
1556
Addison Capital
Pennsylvania
$267K +$54.8K +719 +24%
RCA
1557
Resonant Capital Advisors
Wisconsin
$267K +$12.8K +168 +5%
RRCM
1558
Rappaport Reiches Capital Management
Illinois
$266K +$28.9K +379 +11%
NAS
1559
Nicolet Advisory Services
Wisconsin
$266K +$17.1K +224 +5%
AO
1560
Advisor OS
Illinois
$266K +$286K +3,750 New
LSL
1561
Legacy Solutions LLC
Pennsylvania
$266K +$305 +4 +0.1%
APWM
1562
Argonautica Private Wealth Management
Massachusetts
$265K -$18.3K -240 -6%
BBW
1563
Blue Barn Wealth
Utah
$265K -$17.4K -228 -6%
PWM
1564
Prentice Wealth Management
New York
$265K -$25.2K -330 -8%
AAS
1565
Asset Allocation Strategies
Michigan
$264K +$1.68K +22 +0.6%
EHWM
1566
Eads & Heald Wealth Management
Georgia
$264K -$99.9K -1,310 -26%
NI
1567
Natural Investments
California
$264K +$14.6K +192 +5%
EPIME
1568
Evelyn Partners Investment Management (Europe)
$263K -$74.3K -975 -21%
AP
1569
Adero Partners
California
$263K +$6.63K +87 +2%
PCFFS
1570
Pacific Center for Financial Services
California
$262K – – –
LSA
1571
Lansing Street Advisors
Pennsylvania
$262K +$5.72K +75 +2%
WF
1572
Wayfinding Financial
Washington
$262K +$10.4K +137 +4%
PVI
1573
Pine Valley Investments
New Jersey
$261K +$5.18K +68 +2%
EFG
1574
Embree Financial Group
Illinois
$261K +$27.4K +359 +11%
KCP
1575
Kera Capital Partners
California
$260K +$23.9K +313 +9%
61 62
63
64 65