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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1701
Legacy Wealth Planning
Nevada
– -$291K -3,638 Closed
HR
1702
Hayden Royal
North Carolina
– -$283K -3,629 Closed
PCM
1703
Pointe Capital Management
Michigan
– -$284K -3,558 Closed
DACG
1704
Donor Advised Charitable Giving
California
– -$283K -3,545 Closed
BFO
1705
Biltmore Family Office
North Carolina
– -$283K -3,541 Closed
11A
1706
10-15 Associates
New York
– -$282K -3,528 Closed
PTP
1707
Platform Technology Partners
New York
– -$282K -3,528 Closed
RA
1708
RFG Advisory
Alabama
– -$282K -3,528 Closed
LFA
1709
Landmark Financial Advisors
Kentucky
– -$281K -3,525 Closed
JSL
1710
JT Stratford LLC
Georgia
– -$280K -3,511 Closed
SCA
1711
Sage Capital Advisors
South Dakota
– -$280K -3,500 Closed
ATFA
1712
All Terrain Financial Advisors
Minnesota
– -$279K -3,490 Closed
EHWM
1713
Eads & Heald Wealth Management
Georgia
– -$277K -3,469 Closed
HA
1714
HYA Advisors
Missouri
– -$277K -3,468 Closed
VDI
1715
Vaughan David Investments
Illinois
– -$275K -3,442 Closed
CAG
1716
Crestwood Advisors Group
Massachusetts
– -$275K -3,438 Closed
FNT
1717
First Nebraska Trust
Nebraska
– -$274K -3,433 Closed
CF
1718
Corrigan Financial
Rhode Island
– -$274K -3,427 Closed
SCM
1719
Spreng Capital Management
Ohio
– -$271K -3,400 Closed
SG
1720
StoneX Group
New York
– -$269K -3,363 Closed
DBT
1721
Dubuque Bank & Trust
Iowa
– -$268K -3,354 Closed
LIM
1722
Leavell Investment Management
Alabama
– -$267K -3,345 Closed
TTWM
1723
TCV Trust & Wealth Management
Virginia
– -$266K -3,337 Closed
WCM
1724
WealthBridge Capital Management
Ohio
– -$264K -3,308 Closed
GLA
1725
Good Life Advisors
Pennsylvania
– -$263K -3,302 Closed
67 68
69
70 71