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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1776
Trilogy Capital
California
$247K -$32.4K -341 -12%
PCIG
1777
Partners Capital Investment Group
Massachusetts
$247K – – –
RFA
1778
Register Financial Advisors
Georgia
$247K +$73.9K +779 +47%
FCG
1779
Fielder Capital Group
Tennessee
$246K +$5.5K +58 +2%
WFPG
1780
Waller Financial Planning Group
Ohio
$246K – – –
NWA
1781
New World Advisors
Massachusetts
$246K +$230K +2,419 New
EC
1782
EdgeRock Capital
Colorado
$245K +$229K +2,414 New
TWD
1783
True Wealth Design
Ohio
$245K +$20.9K +220 +10%
LWM
1784
LeConte Wealth Management
Tennessee
$244K -$14.1K -149 -6%
FMWA
1785
Forvis Mazars Wealth Advisors
Missouri
$243K +$3.42K +36 +2%
MCC
1786
Money Concepts Capital
Florida
$243K +$227K +2,394 New
FOA
1787
Five Oceans Advisors
California
$242K +$226K +2,382 New
CWM
1788
Circle Wealth Management
New Jersey
$241K – – –
YDMI
1789
Y.D. More Investments
Israel
$241K -$38.6K -407 -15%
CCMG
1790
Clark Capital Management Group
Pennsylvania
$241K +$225K +2,376 New
CRC
1791
Curi RMB Capital
Illinois
$241K +$225K +2,371 New
FNB
1792
Farmers National Bank
Kentucky
$240K +$224K +2,364 New
RWP
1793
Revolve Wealth Partners
New Jersey
$240K +$224K +2,363 New
IAG
1794
Investmark Advisory Group
Connecticut
$240K +$224K +2,362 New
AA
1795
Apriem Advisors
California
$240K +$224K +2,360 New
MCA
1796
Magnolia Capital Advisors
Mississippi
$239K +$224K +2,359 New
MIP
1797
Marietta Investment Partners
Wisconsin
$239K +$224K +2,358 New
MWA
1798
Medallion Wealth Advisors
Connecticut
$239K +$95 +1 +0%
QFA
1799
Quantum Financial Advisors
California
$239K +$223K +2,351 New
FWSM
1800
First Wilshire Securities Management
California
$239K -$16.3K -172 -7%
70 71
72
73 74