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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1751
IVC Wealth Advisors
Pennsylvania
$258K +$1.71K +18 +0.7%
QFW
1752
QTR Family Wealth
Florida
$258K +$241K +2,539 New
SC
1753
SummitTX Capital
Texas
$257K +$241K +2,536 New
HB
1754
Horizon Bancorp
Indiana
$257K +$114K +1,197 +90%
SF
1755
Symphony Financial
Texas
$257K -$78.9K -831 -24%
KFSC
1756
Keystone Financial Services (Colorado)
Colorado
$257K -$1.42K -15 -0.6%
MWA
1757
Meridian Wealth Advisors
Texas
$255K +$474 +5 +0.2%
WCG
1758
Weaver Consulting Group
California
$255K +$239K +2,517 New
OR
1759
Olympiad Research
Connecticut
$254K -$194K -2,042 -45%
OWP
1760
Obermeyer Wealth Partners
Colorado
$254K +$238K +2,503 New
FWP
1761
Falcon Wealth Planning
California
$254K -$19K -200 -7%
LAM
1762
Lynch Asset Management
Pennsylvania
$254K -$237K -2,500 -50%
SFG
1763
Sovereign Financial Group
Connecticut
$254K +$237K +2,500 New
BWM
1764
BlackDiamond Wealth Management
New York
$253K +$7.12K +75 +3%
PB
1765
Pinnacle Bancorp
Nebraska
$252K +$4.55K +48 +2%
AWMG
1766
Alliance Wealth Management Group
New Jersey
$252K +$236K +2,486 New
SFWC
1767
Strategic Family Wealth Counselors
New Jersey
$252K -$60.4K -637 -20%
GWM
1768
GK Wealth Management
Nevada
$251K -$31.1K -328 -12%
HPC
1769
HM Payson & Co
Maine
$251K -$10.7K -113 -4%
SI
1770
Saxon Interests
Texas
$249K +$245K +2,583 New
MCM
1771
MV Capital Management
Maryland
$248K +$190 +2 +0.1%
FF
1772
Francis Financial
$248K +$138K +1,451 New
TC
1773
Trilogy Capital
California
$247K -$32.4K -341 -12%
PCIG
1774
Partners Capital Investment Group
Massachusetts
$247K – – –
RFA
1775
Register Financial Advisors
Georgia
$247K +$73.9K +779 +47%
69 70
71
72 73