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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1551
Smith Thornton Advisors
Alabama
$399K -$94.9K -1,000 -20%
MFS
1552
Mattson Financial Services
Michigan
$398K -$14K -148 -4%
BFA
1553
Beaumont Financial Advisors
Massachusetts
$397K -$6.26K -66 -2%
GFP
1554
Gryphon Financial Partners
Ohio
$397K -$128K -1,350 -26%
AWS
1555
Aspen Wealth Strategies
Colorado
$396K +$32.8K +346 +10%
VBA
1556
von Borstel & Associates
Oregon
$393K +$368K +3,873 New
CWP
1557
CFM Wealth Partners
Texas
$392K – – –
BMC
1558
Beaton Management Company
Massachusetts
$392K – – –
LSA
1559
Lansing Street Advisors
Pennsylvania
$389K +$17.7K +187 +5%
TCM
1560
Teza Capital Management
Illinois
$389K – – –
SPWM
1561
Spartan Planning & Wealth Management
North Carolina
$388K +$285 +3 +0.1%
WCM
1562
Whitener Capital Management
North Carolina
$387K -$4.46K -47 -1%
SWM
1563
Sagace Wealth Management
Florida
$386K +$361K +3,807 New
BCM
1564
Boltwood Capital Management
California
$385K +$33.2K +350 +10%
BWP
1565
Balboa Wealth Partners
Arizona
$385K -$15.6K -164 -4%
DTL
1566
Dynamic Technology Lab
Singapore
$383K -$713K -7,510 -67%
AAS
1567
Asset Allocation Strategies
Michigan
$382K -$1.99K -21 -0.6%
KFI
1568
Key Financial Inc
Pennsylvania
$382K – – –
AIM
1569
Aspen Investment Management
Michigan
$380K – – –
WAG
1570
Winthrop Advisory Group
Massachusetts
$380K +$380 +4 +0.1%
FM
1571
Foster & Motley
Ohio
$378K -$41.7K -439 -11%
AWM
1572
Accel Wealth Management
Iowa
$378K -$8.73K -92 -2%
SWA
1573
Stratos Wealth Advisors
Ohio
$378K +$353K +3,721 New
RPWA
1574
Regent Peak Wealth Advisors
Georgia
$377K +$353K +3,718 New
AAS
1575
Ameritas Advisory Services
Nebraska
$377K -$1.45M -15,269 -80%
61 62
63
64 65