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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
1851
RFG - Bristol Wealth Advisors
Massachusetts
$403K +$1.69K +13 +0.5%
RMDI
1852
R.M. Davis Inc
Maine
$402K -$2.47K -19 -0.7%
VFA
1853
Voya Financial Advisors
Connecticut
$401K -$101K -774 -22%
CPL
1854
Corecam Pte Ltd
$400K -$47.1K -362 -11%
ACM
1855
Arcataur Capital Management
Wisconsin
$399K +$24.6K +189 +7%
WPWM
1856
Western Pacific Wealth Management
Illinois
$398K -$24.7K -190 -6%
MWA
1857
Meridian Wealth Advisors
Texas
$397K +$36.7K +282 +11%
SWA
1858
Sax Wealth Advisors
New Jersey
$397K +$46.2K +355 +11%
TPWA
1859
TRUE Private Wealth Advisors
Oregon
$397K -$12.5K -96 -3%
MCA
1860
Magnolia Capital Advisors
Mississippi
$397K +$369K +2,833 New
WA
1861
WealthTrust Axiom
Pennsylvania
$396K -$6.64K -51 -2%
FWP
1862
Falcon Wealth Planning
California
$390K -$61.2K -470 -14%
SFG
1863
Seamount Financial Group
Colorado
$390K -$221K -1,700 -38%
AL
1864
Aspiriant LLC
California
$388K +$361K +2,770 New
NWA
1865
Navis Wealth Advisors
New York
$387K -$39.1K -300 -10%
TWIM
1866
TIAA Wealth Investment Management
New York
$387K +$67.4K +518 +23%
JCM
1867
Jag Capital Management
Missouri
$387K -$12.8K -98 -3%
WQ
1868
Wealth Quarterback
New Jersey
$387K +$9.37K +72 +3%
EFSCE
1869
Enterprise Financial Services Corp (EFSC)
Missouri
$386K +$359K +2,761 New
TW
1870
Tempo Wealth
Ohio
$386K +$359K +2,758 New
GWP
1871
Gateway Wealth Partners
Wisconsin
$386K -$273K -2,097 -43%
LWM
1872
LeConte Wealth Management
Tennessee
$385K +$28.5K +219 +9%
EC
1873
EdgeRock Capital
Colorado
$385K -$3.65K -28 -1%
PCMNC
1874
Piedmont Capital Management (North Carolina)
North Carolina
$385K -$7.29K -56 -2%
MWM
1875
MinichMacGregor Wealth Management
New York
$385K -$44.4K -341 -11%
73 74
75
76 77