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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1651
Capital Advisors Ltd
Ohio
$19K +$3.45K +62 +26%
IPW
1652
Impact Partnership Wealth
Georgia
$18.8K -$19K -342 -54%
BWM
1653
Bullock Wealth Management
Indiana
$18.6K +$16.3K +293 New
FMP
1654
Financial Management Professionals
Texas
$18K -$21K -377 -57%
NECFA
1655
New England Capital Financial Advisors
Connecticut
$17.8K – – –
WWP
1656
WR Wealth Planners
Missouri
$17.6K +$15.5K +279 New
AEPWM
1657
Atlantic Edge Private Wealth Management
Florida
$17.3K +$1.84K +33 +14%
WCMN
1658
Westchester Capital Management (Nebraska)
Nebraska
$17.3K – – –
CT
1659
Cambridge Trust
Massachusetts
$17.1K -$390 -7 -3%
BC
1660
Barrett & Company
Rhode Island
$16.7K – – –
BWP
1661
Baldwin Wealth Partners
Massachusetts
$16.3K – – –
RWPA
1662
Richard W. Paul & Associates
Michigan
$15.9K – – –
RCM
1663
Richardson Capital Management
Wisconsin
$15.8K +$13.9K +250 New
FDCP
1664
Foster Dykema Cabot & Partners
Massachusetts
$15.6K +$13.7K +246 New
RFG
1665
RFP Financial Group
Georgia
$15.4K -$6.07K -109 -31%
VWA
1666
Valued Wealth Advisors
Utah
$15.4K +$4.01K +72 +42%
FSWA
1667
Financial Synergies Wealth Advisors
Texas
$15.2K +$11.6K +209 +653%
RL
1668
Rogco LP
Oklahoma
$14.9K -$253K -4,540 -95%
CPA
1669
Clear Point Advisors
New York
$14.8K +$56 +1 +0.4%
RTL
1670
Red Tortoise LLC
Georgia
$14.7K – – –
VFIC
1671
Valley Forge Investment Consultants
Pennsylvania
$14.7K – – –
PA
1672
Pineridge Advisors
Missouri
$13.7K -$14.3K -257 -54%
AWM
1673
Atticus Wealth Management
Florida
$13.6K +$111 +2 +0.9%
PWMG
1674
Private Wealth Management Group
New Jersey
$13.5K – – –
HWA
1675
HHM Wealth Advisors
Tennessee
$13.4K – – –
65 66
67
68 69