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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1676
Allied Investment Advisors
Montana
$421K +$911 +8 +0.2%
OBWG
1677
Onyx Bridge Wealth Group
New York
$421K +$683 +6 +0.2%
BWP
1678
Balboa Wealth Partners
Arizona
$420K -$116K -1,019 -22%
SP
1679
Stablepoint Partners
Massachusetts
$420K -$56.9K -500 -12%
EM
1680
ELCO Management
New York
$420K – – –
KJWM
1681
Kiley Juergens Wealth Management
Washington
$418K +$420K +3,684 New
LSL
1682
Legacy Solutions LLC
Pennsylvania
$417K -$45.1K -396 -10%
TWP
1683
Triad Wealth Partners
Kansas
$416K +$64.7K +568 +18%
GWANC
1684
Guardian Wealth Advisors (North Carolina)
North Carolina
$416K +$2.73K +24 +0.7%
BW
1685
BIP Wealth
Georgia
$416K -$95.3K -837 -19%
SFG
1686
Sovereign Financial Group
Connecticut
$416K +$32.5K +285 +8%
BAG
1687
Bauman Advisory Group
Nevada
$415K +$417K +3,660 New
AWS
1688
Aspen Wealth Strategies
Colorado
$415K -$24.9K -219 -6%
FM
1689
Foster & Motley
Ohio
$413K -$1.37K -12 -0.3%
SIC
1690
Shoker Investment Counsel
Ohio
$413K +$1.82K +16 +0.4%
BSTWA
1691
Blake Schutter Theil Wealth Advisors
Ohio
$412K -$569 -5 -0.1%
SP
1692
Symmetry Partners
Connecticut
$412K +$19.6K +172 +5%
QFW
1693
QTR Family Wealth
Florida
$409K – – –
FMTC
1694
Farmers & Merchants Trust Company
California
$404K +$2.85K +25 +0.7%
SH
1695
SLT Holdings
Arizona
$403K +$27.9K +245 +7%
PSP
1696
Principal Street Partners
Tennessee
$403K -$55.7K -489 -12%
FFA
1697
Florida Financial Advisors
Florida
$402K +$28.5K +250 +8%
EWS
1698
Evergreen Wealth Solutions
Pennsylvania
$402K +$404K +3,547 New
GPA
1699
Garrison Point Advisors
California
$401K – – –
GH
1700
GAM Holding
Switzerland
$401K -$1.93M -16,907 -83%
66 67
68
69 70