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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1726
Richardson Financial Services
Massachusetts
$385K +$116K +1,115 +51%
PMWMG
1727
Parr McKnight Wealth Management Group
Minnesota
$384K – – –
TH
1728
TCTC Holdings
Texas
$384K – – –
FSBI
1729
Fearless Solutions (Best Invest)
Texas
$383K – – –
SAMT
1730
Select Asset Management & Trust
Pennsylvania
$382K – – –
MAM
1731
MMA Asset Management
Pennsylvania
$382K +$329K +3,172 +3,172%
SWA
1732
Sax Wealth Advisors
New Jersey
$381K -$6.65K -64 -2%
LAM
1733
Lifestyle Asset Management
Texas
$381K -$32.6K -314 -9%
CB
1734
Cadence Bank
Mississippi
$380K -$106K -1,019 -24%
CWS
1735
Cypress Wealth Services
California
$380K +$95K +915 +39%
TC
1736
TwinBeech Capital
New York
$378K -$968K -9,317 -74%
MWP
1737
Madison Wealth Partners
Wisconsin
$378K -$15.1K -145 -4%
BHC
1738
Bowen Hanes & Co
Florida
$376K – – –
GIA
1739
Guyasuta Investment Advisors
Pennsylvania
$376K +$415 +4 +0.1%
PCFFS
1740
Pacific Center for Financial Services
California
$375K – – –
IQI
1741
Integrated Quantitative Investments
Washington
$373K – – –
FWP
1742
Falcon Wealth Planning
California
$373K +$72.4K +697 +28%
AWP
1743
Abacus Wealth Partners
California
$373K +$332K +3,195 New
DBRC
1744
D.B. Root & Company
Pennsylvania
$372K +$9.04K +87 +3%
PA
1745
Procyon Advisors
Connecticut
$372K -$346K -3,336 -51%
TIA
1746
Traphagen Investment Advisors
New Jersey
$371K -$88.4K -851 -21%
BIG
1747
Brookwood Investment Group
Arizona
$370K -$722K -6,952 -69%
NRG
1748
Nemes Rush Group
Michigan
$370K +$26.9K +259 +9%
NWM
1749
Northwest Wealth Management
Iowa
$369K +$98.8K +951 +43%
IRP
1750
Investment Research Partners
Pennsylvania
$366K -$21.3K -205 -6%
68 69
70
71 72