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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
1801
Optivise Advisory Services
Tennessee
$447K +$65K +499 +18%
WAG
1802
Winthrop Advisory Group
Massachusetts
$446K -$73.3K -563 -15%
GAA
1803
Global Assets Advisory
Florida
$443K +$68.3K +525 +20%
DI
1804
Decision Investments
California
$443K -$40.6K -312 -9%
CWM
1805
Connecticut Wealth Management
Connecticut
$442K +$130 +1 +0%
TGAM
1806
TBH Global Asset Management
Tennessee
$441K +$4.04K +31 +1%
KAM
1807
Knightsbridge Asset Management
California
$440K +$29.7K +228 +8%
HB
1808
Horizon Bancorp
Indiana
$439K +$65K +499 +19%
SI
1809
Seeds Investor
New York
$437K +$79.7K +612 +24%
CAC
1810
Core Alternative Capital
Georgia
$437K +$60.4K +464 +17%
KMWM
1811
Keudell/Morrison Wealth Management
Oregon
$436K -$2.6K -20 -0.6%
FMWA
1812
Forvis Mazars Wealth Advisors
Missouri
$435K +$28.8K +221 +8%
ATS
1813
Ashton Thomas Securities
New York
$435K +$51.6K +396 +14%
SP
1814
Saranac Partners
$434K -$31.9K -245 -7%
AFT
1815
Alpha Family Trust
California
$434K – – –
ATFA
1816
All Terrain Financial Advisors
Minnesota
$434K -$3.9K -30 -1%
YWM
1817
Yoder Wealth Management
California
$431K +$3.9K +30 +1%
APWM
1818
Argonautica Private Wealth Management
Massachusetts
$431K – – –
MSWM
1819
McGlone Suttner Wealth Management
Wisconsin
$427K +$260 +2 +0.1%
TWD
1820
True Wealth Design
Ohio
$426K +$17.1K +131 +4%
VA
1821
Valmark Advisers
Ohio
$426K -$4.69K -36 -1%
CWWM
1822
Clear Wave Wealth Management
New Jersey
$423K +$8.2K +63 +2%
WIM
1823
WealthPlan Investment Management
Nebraska
$422K +$42.4K +326 +12%
MT
1824
Midwest Trust
Kansas
$422K -$11.1K -85 -3%
XF
1825
XML Financial
Maryland
$422K – – –