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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1726
Sage Investment Counsel
Tennessee
$209K +$177K +2,450 New
MCM
1727
MV Capital Management
Maryland
$208K -$361 -5 -0.2%
AWAP
1728
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$177K +2,443 New
PB
1729
Pinnacle Bancorp
Nebraska
$208K – – –
PCIG
1730
Partners Capital Investment Group
Massachusetts
$207K +$176K +2,432 New
1WA
1731
180 Wealth Advisors
Washington
$206K +$175K +2,425 New
WFPG
1732
Waller Financial Planning Group
Ohio
$206K +$175K +2,420 New
EHAM
1733
Eagle Harbor Asset Management
Washington
$205K +$174K +2,407 New
MWA
1734
Medallion Wealth Advisors
Connecticut
$203K – – –
TWM
1735
Tripletail Wealth Management
Florida
$203K +$159K +2,200 New
SA
1736
Sylvest Advisors
Texas
$203K +$172K +2,385 New
CWM
1737
Circle Wealth Management
New Jersey
$202K +$172K +2,379 New
C
1738
Covestor
United Kingdom
$202K +$42.2K +584 +33%
FCG
1739
Fielder Capital Group
Tennessee
$202K +$171K +2,369 New
FMWA
1740
Forvis Mazars Wealth Advisors
Missouri
$201K +$171K +2,360 New
NC
1741
NBW Capital
Massachusetts
$201K +$171K +2,359 New
VHAM
1742
Van Hulzen Asset Management
California
$200K +$170K +2,352 New
CT
1743
Clearstead Trust
Maine
$197K +$25.6K +354 +18%
RFS
1744
Richardson Financial Services
Massachusetts
$196K +$9.4K +130 +6%
GSWM
1745
Golden State Wealth Management
California
$195K -$40.7K -563 -20%
HBT
1746
Hills Bank & Trust
Iowa
$191K +$53.3K +737 +49%
CBT
1747
Crews Bank & Trust
Florida
$188K -$15K -207 -9%
TWD
1748
True Wealth Design
Ohio
$186K +$45.7K +632 +41%
NC
1749
North Capital
Utah
$183K -$145 -2 -0.1%
USB
1750
Union Savings Bank
Connecticut
$181K +$32.7K +453 +31%
68 69
70
71 72