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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1651
JNBA Financial Advisors
Minnesota
$58K +$5.32K +80 +9%
SC
1652
SouthState Corp
Florida
$56K +$13.9K +209 +29%
CWAF
1653
Core Wealth Advisors (Florida)
Florida
$56K +$54.9K +825 +868%
CFFP
1654
Center for Financial Planning
Michigan
$54K -$13.6K -205 -19%
EIP
1655
Ellis Investment Partners
Pennsylvania
$54K +$7.12K +107 +13%
BG
1656
Bollard Group
Massachusetts
$52K +$266 +4 +0.5%
SC
1657
Schubert & Co
Texas
$52K +$56.9K +856 New
SN
1658
Sittner & Nelson
Oregon
$51K – – –
BBPWM
1659
Blue Bell Private Wealth Management
Pennsylvania
$49K +$54.3K +817 New
FFC
1660
First Financial Corp
Indiana
$48K – – –
PO
1661
Private Ocean
California
$48K – – –
JGIA
1662
Jackson Grant Investment Advisers
Connecticut
$46K -$59.8K -900 -54%
APW
1663
Acima Private Wealth
Virginia
$46K – – –
MWM
1664
Mascoma Wealth Management
New Hampshire
$46K – – –
GTAM
1665
Global Trust Asset Management
Florida
$45K -$6.98K -105 -12%
AP
1666
Arlington Partners
Alabama
$45K – – –
DAC
1667
Dividend Assets Capital
South Carolina
$45K – – –
KFP
1668
KB Financial Partners
New Jersey
$43K +$47.7K +718 New
FCMT
1669
Founders Capital Management (Texas)
Texas
$42K – – –
LF
1670
Lee Financial
Texas
$41K -$7.25K -109 -14%
VCM
1671
Vigilant Capital Management
Maine
$41K – – –
DWP
1672
Destiny Wealth Partners
Florida
$41K +$332 +5 +0.7%
SAM
1673
S.A. Mason
Michigan
$40K -$39.9K -600 -47%
LCM
1674
Logan Capital Management
Pennsylvania
$40K -$133 -2 -0.3%
COCM
1675
Charter Oak Capital Management
New Hampshire
$40K – – –
65 66
67
68 69