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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1851
Nicholas Hoffman & Company
Georgia
– -$345K -5,432 Closed
SWS
1852
SYSTM Wealth Solutions
Illinois
– -$341K -5,372 Closed
WC
1853
Waterloo Capital
Texas
– -$339K -5,347 Closed
LAM
1854
LifePro Asset Management
California
– -$321K -5,054 Closed
BWP
1855
Balboa Wealth Partners
Arizona
– -$317K -4,999 Closed
CAS
1856
CTC Alternative Strategies
Illinois
– -$286K -4,500 Closed
DPIM
1857
Duff & Phelps Investment Management
Illinois
– -$279K -4,393 Closed
SC
1858
Searle & Co
Connecticut
– -$275K -4,339 Closed
CA
1859
Crewe Advisors
Utah
– -$274K -4,325 Closed
FFA
1860
Fortune Financial Advisors
Kansas
– -$265K -4,180 Closed
NRI
1861
NFP Retirement Inc
California
– -$245K -3,864 Closed
RSS
1862
Rosenblum Silverman Sutton
California
– -$243K -3,824 Closed
DA
1863
DCM Advisors
New York
– -$241K -3,792 Closed
SF
1864
Symphony Financial
Texas
– -$228K -3,674 Closed
CWM
1865
Connecticut Wealth Management
Connecticut
– -$231K -3,647 Closed
SP
1866
Successful Portfolios
Florida
– -$231K -3,640 Closed
SOW
1867
State of Wyoming
Wyoming
– -$226K -3,559 Closed
WF
1868
Wayfinding Financial
Washington
– -$223K -3,514 Closed
BBI
1869
Baxter Bros Inc
Connecticut
– -$223K -3,510 Closed
A
1870
AJOVista
Massachusetts
– -$222K -3,496 Closed
AWS
1871
Aspen Wealth Strategies
Colorado
– -$233K -3,446 Closed
WFPG
1872
Waller Financial Planning Group
Ohio
– -$217K -3,424 Closed
VBCG
1873
Valley Brook Capital Group
Pennsylvania
– -$215K -3,384 Closed
PBC
1874
Pavion Blue Capital
California
– -$211K -3,331 Closed
AP
1875
Adero Partners
California
– -$210K -3,310 Closed
73 74
75
76 77