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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1576
Kelly Lawrence W & Associates
California
$53K – – –
RTC
1577
Riverview Trust Company
Washington
$53K +$61.6K +997 New
WPA
1578
West Paces Advisors
Georgia
$52.1K -$5.19K -84 -8%
JFA
1579
JNBA Financial Advisors
Minnesota
$52K – – –
MWM
1580
Mascoma Wealth Management
New Hampshire
$51K +$11.4K +185 +24%
AWM
1581
Avior Wealth Management
Nebraska
$51K +$26.7K +433 +82%
GIA
1582
GHP Investment Advisors
Colorado
$51K +$58.5K +947 New
CFFP
1583
Center for Financial Planning
Michigan
$48K +$247 +4 +0.4%
SC
1584
SouthState Corp
Florida
$47K -$2.35K -38 -4%
BG
1585
Bollard Group
Massachusetts
$47K +$309 +5 +0.6%
SCA
1586
Sandy Cove Advisors
Massachusetts
$47K +$18K +291 +50%
CP
1587
Castleview Partners
Texas
$46K -$2.43M -39,294 -98%
SC
1588
Schubert & Co
Texas
$45K -$247 -4 -0.5%
SN
1589
Sittner & Nelson
Oregon
$45K – – –
BBPWM
1590
Blue Bell Private Wealth Management
Pennsylvania
$44K – – –
PO
1591
Private Ocean
California
$43K – – –
DHGWA
1592
Dixon Hughes Goodman Wealth Advisors
North Carolina
$43K +$38.3K +620 +328%
HIM
1593
Hillsdale Investment Management
Ontario, Canada
$42K -$14K -226 -22%
FCMT
1594
Founders Capital Management (Texas)
Texas
$42K – – –
APW
1595
Acima Private Wealth
Virginia
$41K – – –
JGIA
1596
Jackson Grant Investment Advisers
Connecticut
$41K – – –
HI
1597
Hoey Investments
Pennsylvania
$41K +$30.9K +500 +192%
DAC
1598
Dividend Assets Capital
South Carolina
$40K – – –
GTAM
1599
Global Trust Asset Management
Florida
$40K – – –
DWP
1600
Destiny Wealth Partners
Florida
$40K +$4.94K +80 +12%
62 63
64
65 66