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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1826
AmeriFlex Group
Nevada
$25.5K +$21.1K +313 New
AWM
1827
Abound Wealth Management
Tennessee
$25.5K -$12.3K -182 -33%
VNA
1828
Valley National Advisers
Pennsylvania
$25K – – –
WWP
1829
WR Wealth Planners
Missouri
$24.9K -$1.96K -29 -8%
WFA
1830
West Financial Advisors
Iowa
$24.5K – – –
JGIA
1831
Jackson Grant Investment Advisers
Connecticut
$24.2K – – –
PCWA
1832
Pacific Capital Wealth Advisors
California
$24.1K – – –
ITIM
1833
Indiana Trust & Investment Management
Indiana
$23.9K – – –
MSWM
1834
Mowery & Schoenfeld Wealth Management
Illinois
$23.9K +$22.9K +340 New
NI
1835
NCP Inc
California
$23.4K +$135 +2 +0.6%
GJIA
1836
Glass Jacobson Investment Advisors
Maryland
$23.1K – – –
RWM
1837
Raffa Wealth Management
District of Columbia
$23K -$2.9K -43 -12%
TFM
1838
TFC Financial Management
Massachusetts
$22.9K – – –
OP
1839
ORG Partners
Indiana
$22.5K +$1.21K +18 +6%
WA
1840
Whipplewood Advisors
Colorado
$22.4K +$21.4K +318 New
SL
1841
Salomon & Ludwin
Virginia
$21.9K -$2.97K -44 -12%
WWA
1842
Wingate Wealth Advisors
Massachusetts
$21.6K +$20.7K +307 New
NECFA
1843
New England Capital Financial Advisors
Connecticut
$21.4K – – –
HWM
1844
Horizons Wealth Management
North Carolina
$21.3K -$8.09K -120 -28%
PAI
1845
Pittenger & Anderson Inc
Nebraska
$21.1K +$20.2K +300 New
BWM
1846
Bullock Wealth Management
Indiana
$20.9K +$135 +2 +0.7%
PA
1847
Pineridge Advisors
Missouri
$20.2K +$8.63K +128 +81%
CJL
1848
Cyrus J. Lawrence
New York
$20K +$2.36K +35 +14%
AEPWM
1849
Atlantic Edge Private Wealth Management
Florida
$19.3K – – –
DF
1850
Dunhill Financial
United Kingdom
$19.1K +$7.01K +104 +62%
72 73
74
75 76