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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1626
Facet Wealth Inc
Maryland
$467K +$189K +1,824 +81%
PAM
1627
PVG Asset Management
Colorado
$465K +$414K +3,986 New
NRC
1628
New Republic Capital
North Carolina
$465K +$413K +3,981 New
RFN
1629
RDA Financial Network
Iowa
$464K +$4.15K +40 +1%
BFM
1630
Brooklands Fund Management
United Kingdom
$464K +$415K +4,000 New
FWP
1631
FAS Wealth Partners
Kansas
$464K +$124K +1,191 +43%
KFI
1632
Key Financial Inc
Pennsylvania
$463K +$10.8K +104 +3%
TL
1633
Tradewinds LLC
North Carolina
$462K -$61.8K -595 -13%
BFA
1634
Beaumont Financial Advisors
Massachusetts
$460K +$3.32K +32 +0.8%
DI
1635
Decision Investments
California
$459K +$409K +3,935 New
STA
1636
Smith Thornton Advisors
Alabama
$458K – – –
MA
1637
MJP Associates
Connecticut
$457K +$38.2K +368 +10%
BCM
1638
Boltwood Capital Management
California
$454K +$10.2K +98 +3%
RPWA
1639
Regent Peak Wealth Advisors
Georgia
$454K +$17.9K +172 +5%
ADMI
1640
Albert D. Mason Inc
Massachusetts
$454K -$5.71K -55 -1%
NFA
1641
Northern Financial Advisors
Michigan
$453K -$276K -2,662 -41%
EFG
1642
Everhart Financial Group
Ohio
$452K +$75K +722 +23%
AWS
1643
Aspen Wealth Strategies
Colorado
$452K -$2.91K -28 -0.7%
NWA
1644
Navis Wealth Advisors
New York
$451K -$24.1K -232 -6%
WF
1645
Wayfinding Financial
Washington
$451K -$19K -183 -5%
BMC
1646
Beaton Management Company
Massachusetts
$451K – – –
CFG
1647
Carter Financial Group
Illinois
$451K -$15.2K -146 -4%
CWP
1648
CFM Wealth Partners
Texas
$451K – – –
KPWG
1649
KFA Private Wealth Group
Virginia
$451K +$17.2K +166 +4%
DTC
1650
Davidson Trust Company
Washington
$450K +$16.3K +157 +4%
64 65
66
67 68