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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
1601
Grant Private Wealth Management
California
$244K +$262K +3,430 New
ACG
1602
Allen Capital Group
Nebraska
$242K -$4.5K -59 -2%
BCP
1603
Blackhawk Capital Partners
Wisconsin
$241K -$2.29K -30 -0.9%
FCI
1604
Financial Counselors Inc
Kansas
$241K +$8.23K +108 +3%
VWA
1605
Visionary Wealth Advisors
Illinois
$241K +$29.6K +388 +13%
CPSC
1606
Carl P. Sherr & Co
Massachusetts
$240K -$13.3K -175 -5%
NRG
1607
Nemes Rush Group
Michigan
$239K -$14.4K -189 -5%
AFG
1608
ABLE Financial Group
Arizona
$239K +$257K +3,369 New
RA
1609
Riversedge Advisors
Delaware
$239K +$256K +3,362 New
APP
1610
Avantax Planning Partners
Iowa
$239K -$37.7K -494 -13%
AGAM
1611
Audent Global Asset Management
California
$238K -$1.14M -14,908 -82%
RS
1612
R Squared
Hong Kong
$238K -$682K -8,940 -73%
DE
1613
Diversified Enterprises
Delaware
$237K +$255K +3,345 New
MWP
1614
Madison Wealth Partners
Wisconsin
$237K -$130K -1,699 -34%
WWC
1615
Waypoint Wealth Counsel
Georgia
$237K +$254K +3,336 New
YIM
1616
Yoffe Investment Management
Pennsylvania
$237K – – –
GC
1617
Grimes & Company
Massachusetts
$237K +$3.66K +48 +1%
CTC
1618
Corundum Trust Company
South Dakota
$235K – – –
SFO
1619
Stokes Family Office
Louisiana
$235K -$11.1K -145 -4%
MCA
1620
Millennium Capital Advisors
Arkansas
$235K +$381 +5 +0.2%
CT
1621
Caldwell Trust
Florida
$234K +$22.4K +294 +10%
KTA
1622
Keeley-Teton Advisors
Illinois
$234K – – –
SAF
1623
Smith Anglin Financial
Texas
$234K +$252K +3,300 New
PMWMG
1624
Parr McKnight Wealth Management Group
Minnesota
$234K – – –
TH
1625
TCTC Holdings
Texas
$233K +$66.3K +870 +36%
63 64
65
66 67