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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
1676
USA Financial Formulas
Michigan
$560K -$299K -2,299 -36%
WFA
1677
Wellspring Financial Advisors
Ohio
$560K +$2.21K +17 +0.4%
CWIG
1678
Chung Wu Investment Group
Texas
$560K +$521K +4,000 New
SP
1679
Symmetry Partners
Connecticut
$556K +$44.9K +345 +10%
MWP
1680
Madison Wealth Partners
Wisconsin
$555K +$91.1K +700 +21%
BMC
1681
Beaton Management Company
Massachusetts
$555K – – –
HAG
1682
HighPoint Advisor Group
Illinois
$555K -$2.47K -19 -0.5%
WF
1683
Wayfinding Financial
Washington
$554K +$6.25K +48 +1%
TWM
1684
Tortuga Wealth Management
California
$554K +$1.3K +10 +0.3%
VCP
1685
Verus Capital Partners
Arizona
$553K +$139K +1,066 +37%
SB
1686
Simmons Bank
Arkansas
$553K -$85.5K -657 -14%
STA
1687
Smith Thornton Advisors
Alabama
$552K +$1.95K +15 +0.4%
BCM
1688
Becker Capital Management
Oregon
$550K +$6.77K +52 +1%
PTP
1689
Platform Technology Partners
New York
$549K +$4.17K +32 +0.8%
CCMI
1690
Creative Capital Management Investments
California
$548K +$464K +3,563 +1,004%
RFN
1691
RDA Financial Network
Iowa
$545K – – –
BWP
1692
Balboa Wealth Partners
Arizona
$545K +$24.7K +190 +5%
GIPW
1693
Granite Islands Private Wealth
Connecticut
$544K – – –
AAS
1694
Asset Allocation Strategies
Michigan
$543K -$4.04K -31 -0.8%
PA
1695
Procyon Advisors
Connecticut
$542K +$75.5K +580 +18%
EM
1696
ELCO Management
New York
$542K +$22.7K +174 +5%
KPWG
1697
KFA Private Wealth Group
Virginia
$541K -$1.04K -8 -0.2%
ACL
1698
Applied Capital LLC
Florida
$539K – – –
SP
1699
Stablepoint Partners
Massachusetts
$537K +$18.2K +140 +4%
SWA
1700
Stratos Wealth Advisors
Ohio
$536K -$12.6K -97 -2%
66 67
68
69 70