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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1701
Albert D. Mason Inc
Massachusetts
$535K – – –
TH
1702
TCTC Holdings
Texas
$535K +$69.4K +533 +16%
FC
1703
Fairscale Capital
New Hampshire
$533K – – –
CFG
1704
Copley Financial Group
California
$532K -$259K -1,991 -34%
S
1705
Sunpointe
Missouri
$528K -$1.04K -8 -0.2%
WETS
1706
Wealth Enhancement Trust Services
South Dakota
$528K -$54.4K -418 -10%
TFO
1707
Tarbox Family Office
California
$526K – – –
FFG
1708
Frisch Financial Group
New York
$523K +$114K +873 +31%
AIA
1709
Allied Investment Advisors
Montana
$522K +$2.34K +18 +0.5%
AC
1710
Addison Capital
Pennsylvania
$522K -$60.1K -462 -11%
SFG
1711
Sovereign Financial Group
Connecticut
$521K +$7.29K +56 +2%
PCM
1712
Polymer Capital Management
New York
$520K -$235K -1,808 -33%
CSPIA
1713
Cary Street Partners Investment Advisory
Virginia
$518K -$8.98K -69 -2%
FNT
1714
First Nebraska Trust
Nebraska
$517K -$9.76K -75 -2%
EWA
1715
Evolution Wealth Advisors
Florida
$517K -$5.08K -39 -1%
OBWG
1716
Onyx Bridge Wealth Group
New York
$517K -$2.21K -17 -0.5%
GWANC
1717
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K +$2.99K +23 +0.6%
KJWM
1718
Kiley Juergens Wealth Management
Washington
$516K +$130 +1 +0%
EW
1719
Elyxium Wealth
California
$515K +$155K +1,188 +48%
PA
1720
PSI Advisors
Florida
$514K -$49.3K -379 -9%
BG
1721
Bahl & Gaynor
Ohio
$514K -$54.3K -417 -10%
LBC
1722
Leigh Baldwin & Co
New York
$513K -$11.3K -87 -2%
QFW
1723
QTR Family Wealth
Florida
$513K +$66K +507 +16%
FFA
1724
Florida Financial Advisors
Florida
$512K +$14.7K +113 +3%
AWS
1725
Aspen Wealth Strategies
Colorado
$512K +$130 +1 +0%
67 68
69
70 71