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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1651
Gen-Wealth Partners
Michigan
$322K +$222K +2,344 +283%
VFA
1652
Voya Financial Advisors
Connecticut
$322K -$113K -1,191 -28%
EFG
1653
Everhart Financial Group
Ohio
$320K +$299K +3,155 New
KRW
1654
Kaufman Rossin Wealth
Florida
$318K +$1.04K +11 +0.4%
ATFA
1655
All Terrain Financial Advisors
Minnesota
$317K – – –
SAM
1656
Secure Asset Management
Michigan
$316K -$7.97K -84 -3%
PWM
1657
Prentice Wealth Management
New York
$316K -$47.3K -498 -14%
CP
1658
Camelot Portfolios
Ohio
$316K +$17.9K +189 +6%
PL
1659
Plancorp LLC
Missouri
$315K -$9.77K -103 -3%
DBRC
1660
D.B. Root & Company
Pennsylvania
$315K +$5.98K +63 +2%
AFT
1661
Alpha Family Trust
California
$315K – – –
APW
1662
Austin Private Wealth
Texas
$314K -$29.6K -312 -9%
EHWM
1663
Eads & Heald Wealth Management
Georgia
$313K -$43.8K -462 -13%
EWA
1664
Evolution Wealth Advisors
Florida
$312K – – –
CPRC
1665
Consolidated Portfolio Review Corp
New York
$311K -$39.1K -412 -12%
TPWA
1666
TRUE Private Wealth Advisors
Oregon
$311K +$9.39K +99 +3%
DSC
1667
Duncker Streett & Co
Missouri
$311K +$32.6K +344 +13%
V
1668
VeraBank
Texas
$309K – – –
GCP
1669
GSA Capital Partners
United Kingdom
$309K -$2.12M -22,321 -88%
PWP
1670
Principle Wealth Partners
Connecticut
$308K +$288K +3,038 New
WPWM
1671
Western Pacific Wealth Management
Illinois
$308K – – –
MSWM
1672
McGlone Suttner Wealth Management
Wisconsin
$308K +$664 +7 +0.2%
YWM
1673
Yoder Wealth Management
California
$307K -$4.74K -50 -2%
FNBOO
1674
First National Bank of Omaha
Nebraska
$305K -$9.49K -100 -3%
SNB
1675
Security National Bank
Nebraska
$305K – – –
65 66
67
68 69