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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1726
Plante Moran Financial Advisors
Michigan
$6.2K -$11.8K -191 -66%
RF
1727
Robinswood Financial
Washington
$5.88K – – –
ABWM
1728
Alpine Bank Wealth Management
Colorado
$5.38K +$5.32K +86 New
JFG
1729
JDM Financial Group
Texas
$5.07K +$2.66K +43 +113%
IHWM
1730
Iron Horse Wealth Management
Iowa
$5.01K – – –
NC
1731
NewSquare Capital
Pennsylvania
$4.7K – – –
FUBT
1732
First United Bank & Trust
Maryland
$4.63K – – –
NMM
1733
Naples Money Management
Florida
$4.63K – – –
CAM
1734
ClariVest Asset Management
California
$4.37K – – –
KLWA
1735
Kelly Lawrence W & Associates
California
$4.32K – – –
CWA
1736
Carolina Wealth Advisors
South Carolina
$4.19K +$4.14K +67 New
FIM
1737
FWL Investment Management
Texas
$4.07K -$4.33K -70 -52%
TCA
1738
Trifecta Capital Advisors
Illinois
$4.07K – – –
SFA
1739
Semmax Financial Advisors
North Carolina
$3.86K +$62 +1 +2%
LFA
1740
Legend Financial Advisors
Pennsylvania
$3.82K -$2.47K -40 -40%
SC
1741
Stephens Consulting
Michigan
$3.82K -$1.67K -27 -31%
BAM
1742
Byrne Asset Management
New Jersey
$3.76K +$3.71K +60 New
LFA
1743
Livelsberger Financial Advisory
Ohio
$3.69K +$3.65K +59 New
NFA
1744
Northwest Financial Advisors
Virginia
$3.63K +$3.59K +58 New
EWM
1745
Evermay Wealth Management
Virginia
$3.63K – – –
PS
1746
PayPay Securities
Japan
$3.51K -$2.23K -36 -39%
KWAG
1747
Kiely Wealth Advisory Group
North Carolina
$3.46K – – –
AFG
1748
Albion Financial Group
Utah
$3.38K – – –
TC
1749
Truvestments Capital
Florida
$3.25K +$3.22K +52 New
MFC
1750
Mechanics Financial Corp
Ohio
$3.13K -$928 -15 -23%
68 69
70
71 72