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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1901
MPWM Advisory Solutions
Georgia
$9.93K +$9.5K +141 New
PSFG
1902
Park Square Financial Group
Georgia
$9.5K +$9.1K +135 New
HIMS
1903
Hager Investment Management Services
New Hampshire
$9.43K +$9.03K +134 New
FWA
1904
FSC Wealth Advisors
New York
$9.29K – – –
CWM
1905
Centricity Wealth Management
Ohio
$9.15K +$8.76K +130 New
FFA
1906
Frazier Financial Advisors
Ohio
$8.8K -$6.88K -102 -45%
HNW
1907
High Note Wealth
Minnesota
$8.73K +$8.36K +124 New
BOJHT
1908
Bank of Jackson Hole Trust
Wyoming
$8.45K +$8.09K +120 New
FWA
1909
Flagship Wealth Advisors
Massachusetts
$8.38K +$8.02K +119 New
MLA
1910
MB, Levis & Associates
Pennsylvania
$8.29K -$2.02K -30 -20%
CSWM
1911
Cassady Schiller Wealth Management
Ohio
$8.24K +$4.79K +71 +154%
CWP
1912
Clark Wealth Partners
Illinois
$8.13K +$7.82K +116 New
FFL
1913
Financial Freedom LLC
Ohio
$7.87K +$67 +1 +0.9%
GGI
1914
Godsey & Gibb Inc
Virginia
$7.74K -$15.9K -236 -68%
APW
1915
Acima Private Wealth
Virginia
$7.74K – – –
IA
1916
Icon Advisers
Colorado
$7.74K +$7.41K +110 New
CFS
1917
CGC Financial Services
Oregon
$7.18K – – –
DPW
1918
DiNuzzo Private Wealth
Pennsylvania
$7.11K – – –
LFA
1919
Legend Financial Advisors
Pennsylvania
$7.11K +$2.7K +40 +66%
EFP
1920
EnRich Financial Partners
Wisconsin
$7.04K – – –
FGA
1921
Fortis Group Advisors
New Jersey
$7.04K – – –
HRC
1922
Hoertkorn Richard Charles
$7.04K – – –
MCI
1923
MRP Capital Investments
Georgia
$7.04K – – –
FPF
1924
First Pacific Financial
Washington
$7.04K +$6.74K +100 New
TCM
1925
Tradewinds Capital Management
Washington
$6.69K -$6.74K -100 -51%