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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1551
Albert D. Mason Inc
Massachusetts
$400K +$5.22K +55 +1%
RFN
1552
RDA Financial Network
Iowa
$399K -$474 -5 -0.1%
STA
1553
Smith Thornton Advisors
Alabama
$399K -$94.9K -1,000 -20%
MFS
1554
Mattson Financial Services
Michigan
$398K -$14K -148 -4%
BFA
1555
Beaumont Financial Advisors
Massachusetts
$397K -$6.26K -66 -2%
GFP
1556
Gryphon Financial Partners
Ohio
$397K -$128K -1,350 -26%
AWS
1557
Aspen Wealth Strategies
Colorado
$396K +$32.8K +346 +10%
VBA
1558
von Borstel & Associates
Oregon
$393K +$368K +3,873 New
CWP
1559
CFM Wealth Partners
Texas
$392K – – –
BMC
1560
Beaton Management Company
Massachusetts
$392K – – –
LSA
1561
Lansing Street Advisors
Pennsylvania
$389K +$17.7K +187 +5%
TCM
1562
Teza Capital Management
Illinois
$389K – – –
SPWM
1563
Spartan Planning & Wealth Management
North Carolina
$388K +$285 +3 +0.1%
WCM
1564
Whitener Capital Management
North Carolina
$387K -$4.46K -47 -1%
SWM
1565
Sagace Wealth Management
Florida
$386K +$361K +3,807 New
BCM
1566
Boltwood Capital Management
California
$385K +$33.2K +350 +10%
BWP
1567
Balboa Wealth Partners
Arizona
$385K -$15.6K -164 -4%
DTL
1568
Dynamic Technology Lab
Singapore
$383K -$713K -7,510 -67%
AAS
1569
Asset Allocation Strategies
Michigan
$382K -$1.99K -21 -0.6%
KFI
1570
Key Financial Inc
Pennsylvania
$382K – – –
AIM
1571
Aspen Investment Management
Michigan
$380K – – –
WAG
1572
Winthrop Advisory Group
Massachusetts
$380K +$380 +4 +0.1%
FM
1573
Foster & Motley
Ohio
$378K -$41.7K -439 -11%
AWM
1574
Accel Wealth Management
Iowa
$378K -$8.73K -92 -2%
SWA
1575
Stratos Wealth Advisors
Ohio
$378K +$353K +3,721 New
61 62
63
64 65