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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1801
Cypress Wealth Services
California
$238K +$222K +2,342 New
PFWA
1802
Paces Ferry Wealth Advisors
Georgia
$237K +$221K +2,334 New
WAM
1803
Walker Asset Management
Missouri
$237K +$221K +2,330 New
1WA
1804
180 Wealth Advisors
Washington
$236K -$9.58K -101 -4%
LA
1805
LVW Advisors
New York
$235K +$220K +2,318 New
RI
1806
Rinkey Investments
California
$235K +$220K +2,317 New
CT
1807
Clearstead Trust
Maine
$235K – – –
CPSC
1808
Carl P. Sherr & Co
Massachusetts
$235K +$219K +2,311 New
PT
1809
Plimoth Trust
Massachusetts
$234K +$219K +2,310 New
PF
1810
Parker Financial
Washington
$234K +$219K +2,304 New
EFMC
1811
Empire Financial Management Company
New York
$233K +$218K +2,295 New
BIA
1812
Beacon Investment Advisors
Maryland
$233K +$218K +2,294 New
CFG
1813
Carr Financial Group
Massachusetts
$232K +$217K +2,289 New
GSWM
1814
Golden State Wealth Management
California
$232K +$190 +2 +0.1%
NFP
1815
NorthLanding Financial Partners
New York
$232K +$217K +2,286 New
GAA
1816
Global Assets Advisory
Florida
$232K +$217K +2,284 New
OFS
1817
Oldfather Financial Services
Nebraska
$231K +$216K +2,280 New
PWA
1818
Providence Wealth Advisors
Illinois
$231K – – –
RWS
1819
Resolute Wealth Strategies
Mississippi
$230K +$215K +2,269 New
LRWA
1820
Long Run Wealth Advisors
New York
$230K +$215K +2,265 New
TW
1821
Traveka Wealth
California
$230K +$215K +2,264 New
FWI
1822
Facet Wealth Inc
Maryland
$230K +$215K +2,262 New
KWM
1823
Keebeck Wealth Management
Illinois
$229K +$215K +2,261 New
CCA
1824
Cora Capital Advisors
New Jersey
$229K +$214K +2,258 New
BFA
1825
Bill Few Associates
Pennsylvania
$229K +$214K +2,257 New