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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
EPG Wealth Management
Georgia
$404K +$4.78K +46 +1%
SP
1702
Symmetry Partners
Connecticut
$404K +$6.02K +58 +2%
CSPIA
1703
Cary Street Partners Investment Advisory
Virginia
$403K +$76.6K +738 +27%
PA
1704
PSI Advisors
Florida
$403K +$5.19K +50 +1%
SLC
1705
Second Line Capital
Louisiana
$400K +$15.2K +146 +4%
MB
1706
MidFirst Bank
Oklahoma
$400K +$356K +3,425 New
OIM
1707
Orca Investment Management
Oregon
$398K -$5.5K -53 -2%
GIPW
1708
Granite Islands Private Wealth
Connecticut
$397K +$355K +3,414 New
QL
1709
Quarry LP
New York
$396K +$277K +2,665 +367%
CPL
1710
Corecam Pte Ltd
$396K -$29.7K -286 -8%
SFG
1711
Sovereign Financial Group
Connecticut
$395K +$91.6K +882 +35%
SEIA
1712
Signature Estate & Investment Advisors
California
$394K +$1.97K +19 +0.6%
PVI
1713
Pine Valley Investments
New Jersey
$394K -$2.08K -20 -0.6%
KV
1714
Kickstand Ventures
New York
$394K +$2.6K +25 +0.7%
AWAP
1715
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$394K – – –
CFC
1716
Coyle Financial Counsel
Illinois
$393K +$122K +1,173 +54%
APP
1717
Avantax Planning Partners
Iowa
$389K +$2.6K +25 +0.8%
YIM
1718
Yoffe Investment Management
Pennsylvania
$389K – – –
IA
1719
IFC Advisors
California
$387K – – –
CTC
1720
Corundum Trust Company
South Dakota
$387K – – –
SG
1721
StoneX Group
New York
$387K +$124K +1,193 +56%
SAM
1722
Secure Asset Management
Michigan
$386K +$10.5K +101 +3%
SH
1723
SLT Holdings
Arizona
$386K +$77.9K +750 +29%
QFW
1724
QTR Family Wealth
Florida
$386K +$64.2K +618 +24%
FFA
1725
Florida Financial Advisors
Florida
$385K +$129K +1,244 +61%
67 68
69
70 71