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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1751
Valley Brook Capital Group
Pennsylvania
$259K – – –
CSA
1752
Cottage Street Advisors
Massachusetts
$259K – – –
CT
1753
Caldwell Trust
Florida
$258K – – –
IWA
1754
IVC Wealth Advisors
Pennsylvania
$258K +$1.71K +18 +0.7%
QFW
1755
QTR Family Wealth
Florida
$258K +$241K +2,539 New
SC
1756
SummitTX Capital
Texas
$257K +$241K +2,536 New
HB
1757
Horizon Bancorp
Indiana
$257K +$114K +1,197 +90%
SF
1758
Symphony Financial
Texas
$257K -$78.9K -831 -24%
KFSC
1759
Keystone Financial Services (Colorado)
Colorado
$257K -$1.42K -15 -0.6%
MWA
1760
Meridian Wealth Advisors
Texas
$255K +$474 +5 +0.2%
WCG
1761
Weaver Consulting Group
California
$255K +$239K +2,517 New
OR
1762
Olympiad Research
Connecticut
$254K -$194K -2,042 -45%
OWP
1763
Obermeyer Wealth Partners
Colorado
$254K +$238K +2,503 New
FWP
1764
Falcon Wealth Planning
California
$254K -$19K -200 -7%
LAM
1765
Lynch Asset Management
Pennsylvania
$254K -$237K -2,500 -50%
SFG
1766
Sovereign Financial Group
Connecticut
$254K +$237K +2,500 New
BWM
1767
BlackDiamond Wealth Management
New York
$253K +$7.12K +75 +3%
PB
1768
Pinnacle Bancorp
Nebraska
$252K +$4.55K +48 +2%
AWMG
1769
Alliance Wealth Management Group
New Jersey
$252K +$236K +2,486 New
SFWC
1770
Strategic Family Wealth Counselors
New Jersey
$252K -$60.4K -637 -20%
GWM
1771
GK Wealth Management
Nevada
$251K -$31.1K -328 -12%
HPC
1772
HM Payson & Co
Maine
$251K -$10.7K -113 -4%
SI
1773
Saxon Interests
Texas
$249K +$245K +2,583 New
MCM
1774
MV Capital Management
Maryland
$248K +$190 +2 +0.1%
FF
1775
Francis Financial
$248K +$138K +1,451 New