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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1801
Saranac Partners
$434K -$31.9K -245 -7%
AFT
1802
Alpha Family Trust
California
$434K – – –
ATFA
1803
All Terrain Financial Advisors
Minnesota
$434K -$3.9K -30 -1%
YWM
1804
Yoder Wealth Management
California
$431K +$3.9K +30 +1%
APWM
1805
Argonautica Private Wealth Management
Massachusetts
$431K – – –
MSWM
1806
McGlone Suttner Wealth Management
Wisconsin
$427K +$260 +2 +0.1%
TWD
1807
True Wealth Design
Ohio
$426K +$17.1K +131 +4%
VA
1808
Valmark Advisers
Ohio
$426K -$4.69K -36 -1%
CWWM
1809
Clear Wave Wealth Management
New Jersey
$423K +$8.2K +63 +2%
WIM
1810
WealthPlan Investment Management
Nebraska
$422K +$42.4K +326 +12%
MT
1811
Midwest Trust
Kansas
$422K -$11.1K -85 -3%
XF
1812
XML Financial
Maryland
$422K – – –
PL
1813
PeakShares LLC
Florida
$421K +$29.9K +230 +8%
BAM
1814
Blueshift Asset Management
New Jersey
$421K +$392K +3,008 New
SNB
1815
Security National Bank
Nebraska
$420K -$260 -2 -0.1%
SGCA
1816
Steel Grove Capital Advisors
Tennessee
$419K -$1.95K -15 -0.5%
RF
1817
Rossby Financial
Florida
$418K +$50K +384 +15%
GWA
1818
Gratus Wealth Advisors
Virginia
$418K +$260 +2 +0.1%
WCM
1819
Whitener Capital Management
North Carolina
$416K -$97.5K -749 -20%
OA
1820
Operose Advisors
Wisconsin
$415K – – –
CFC
1821
Coyle Financial Counsel
Illinois
$415K +$260 +2 +0.1%
FSBI
1822
Fearless Solutions (Best Invest)
Texas
$415K – – –
NS
1823
NBC Securities
Alabama
$415K -$1.43K -11 -0.4%
QL
1824
Quarry LP
New York
$414K +$69.4K +533 +22%
PWM
1825
Paulson Wealth Management
Illinois
$414K – – –
71 72
73
74 75