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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1676
Winthrop Advisory Group
Massachusetts
$425K +$456 +4 +0.1%
PPW
1677
Pasadena Private Wealth
California
$424K +$10.7K +94 +3%
EWA
1678
Evolution Wealth Advisors
Florida
$423K +$74.1K +651 +21%
EWM
1679
EPG Wealth Management
Georgia
$423K +$30.4K +267 +8%
WCM
1680
Whitener Capital Management
North Carolina
$422K +$1.02K +9 +0.2%
AIA
1681
Allied Investment Advisors
Montana
$421K +$911 +8 +0.2%
OBWG
1682
Onyx Bridge Wealth Group
New York
$421K +$683 +6 +0.2%
BWP
1683
Balboa Wealth Partners
Arizona
$420K -$116K -1,019 -22%
SP
1684
Stablepoint Partners
Massachusetts
$420K -$56.9K -500 -12%
EM
1685
ELCO Management
New York
$420K – – –
KJWM
1686
Kiley Juergens Wealth Management
Washington
$418K +$420K +3,684 New
LSL
1687
Legacy Solutions LLC
Pennsylvania
$417K -$45.1K -396 -10%
TWP
1688
Triad Wealth Partners
Kansas
$416K +$64.7K +568 +18%
GWANC
1689
Guardian Wealth Advisors (North Carolina)
North Carolina
$416K +$2.73K +24 +0.7%
BIP Wealth
1690
BIP Wealth
Georgia
$416K -$95.3K -837 -19%
SFG
1691
Sovereign Financial Group
Connecticut
$416K +$32.5K +285 +8%
BAG
1692
Bauman Advisory Group
Nevada
$415K +$417K +3,660 New
AWS
1693
Aspen Wealth Strategies
Colorado
$415K -$24.9K -219 -6%
FM
1694
Foster & Motley
Ohio
$413K -$1.37K -12 -0.3%
SIC
1695
Shoker Investment Counsel
Ohio
$413K +$1.82K +16 +0.4%
BSTWA
1696
Blake Schutter Theil Wealth Advisors
Ohio
$412K -$569 -5 -0.1%
SP
1697
Symmetry Partners
Connecticut
$412K +$19.6K +172 +5%
QFW
1698
QTR Family Wealth
Florida
$409K – – –
FMTC
1699
Farmers & Merchants Trust Company
California
$404K +$2.85K +25 +0.7%
SH
1700
SLT Holdings
Arizona
$403K +$27.9K +245 +7%