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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1626
PVG Asset Management
Colorado
$465K +$414K +3,986 New
NRC
1627
New Republic Capital
North Carolina
$465K +$413K +3,981 New
RFN
1628
RDA Financial Network
Iowa
$464K +$4.15K +40 +1%
BFM
1629
Brooklands Fund Management
United Kingdom
$464K +$415K +4,000 New
FWP
1630
FAS Wealth Partners
Kansas
$464K +$124K +1,191 +43%
KFI
1631
Key Financial Inc
Pennsylvania
$463K +$10.8K +104 +3%
TL
1632
Tradewinds LLC
North Carolina
$462K -$61.8K -595 -13%
BFA
1633
Beaumont Financial Advisors
Massachusetts
$460K +$3.32K +32 +0.8%
DI
1634
Decision Investments
California
$459K +$409K +3,935 New
STA
1635
Smith Thornton Advisors
Alabama
$458K – – –
MA
1636
MJP Associates
Connecticut
$457K +$38.2K +368 +10%
BCM
1637
Boltwood Capital Management
California
$454K +$10.2K +98 +3%
RPWA
1638
Regent Peak Wealth Advisors
Georgia
$454K +$17.9K +172 +5%
ADMI
1639
Albert D. Mason Inc
Massachusetts
$454K -$5.71K -55 -1%
NFA
1640
Northern Financial Advisors
Michigan
$453K -$276K -2,662 -41%
EFG
1641
Everhart Financial Group
Ohio
$452K +$75K +722 +23%
AWS
1642
Aspen Wealth Strategies
Colorado
$452K -$2.91K -28 -0.7%
NWA
1643
Navis Wealth Advisors
New York
$451K -$24.1K -232 -6%
WF
1644
Wayfinding Financial
Washington
$451K -$19K -183 -5%
BMC
1645
Beaton Management Company
Massachusetts
$451K – – –
CFG
1646
Carter Financial Group
Illinois
$451K -$15.2K -146 -4%
CWP
1647
CFM Wealth Partners
Texas
$451K – – –
KPWG
1648
KFA Private Wealth Group
Virginia
$451K +$17.2K +166 +4%
DTC
1649
Davidson Trust Company
Washington
$450K +$16.3K +157 +4%
SPWM
1650
Spartan Planning & Wealth Management
North Carolina
$450K +$4.05K +39 +1%
64 65
66
67 68