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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1876
Fairman Group
Pennsylvania
$14.2K – – –
ACM
1877
Anfield Capital Management
California
$14.1K – – –
1L
1878
10Elms LLP
Oklahoma
$14.1K +$13.5K +201 New
ACM
1879
Accent Capital Management
Ohio
$14.1K – – –
LC
1880
Lavaca Capital
Texas
$14.1K +$13.5K +200 New
MA
1881
Modus Advisors
Minnesota
$14.1K +$13.5K +200 New
PFA
1882
Pathway Financial Advisers
Indiana
$13.5K -$663K -9,841 -98%
TC
1883
Truvestments Capital
Florida
$13.2K +$9.1K +135 +260%
CT
1884
Coastline Trust
Rhode Island
$13.1K – – –
DMIC
1885
Dixon Mitchell Investment Counsel
British Columbia, Canada
$13.1K +$12.5K +186 New
TCG
1886
Transcendent Capital Group
Oklahoma
$13K – – –
SC
1887
Swan Capital
Florida
$12.9K – – –
CBT
1888
CoreFirst Bank & Trust
Kansas
$12.8K – – –
DWM
1889
Darwin Wealth Management
Florida
$12.8K +$3.91K +58 +47%
SR
1890
Syntax Research
Florida
$12.6K – – –
VWM
1891
Valley Wealth Managers
New Jersey
$12.5K – – –
RFA
1892
Register Financial Advisors
Georgia
$12.3K – – –
HWP
1893
Highline Wealth Partners
California
$12.2K +$2.16K +32 +23%
FDCP
1894
Foster Dykema Cabot & Partners
Massachusetts
$12K -$6.07K -90 -34%
NMG
1895
New Millennium Group
Utah
$11.8K +$9.84K +146 +695%
DFA
1896
DHJJ Financial Advisors
Illinois
$11.4K -$21.6K -320 -67%
HCA
1897
Harbor Capital Advisors
Illinois
$11K -$674 -10 -6%
FMTCOCP
1898
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
FWM
1899
FLP Wealth Management
Arkansas
$10.7K +$10.2K +152 New
RWS
1900
Retirement Wealth Solutions
Wisconsin
$10.4K +$9.77K +145 New
74 75
76
77 78