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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PNC
1901
Park National Corp
Ohio
$201K +$188K +1,978 New
EWM
1902
Endowment Wealth Management
Wisconsin
$200K +$187K +1,975 New
BFWM
1903
Bright Futures Wealth Management
New York
$200K +$187K +1,972 New
EAM
1904
Empirical Asset Management
Massachusetts
$192K +$1.76M +18,579 New
KFP
1905
Kerr Financial Planning
California
$191K +$182K +1,915 New
OWP
1906
ORG Wealth Partners
Texas
$189K +$88.3K +931 +100%
EB
1907
Eastern Bank
Massachusetts
$185K +$41K +432 +31%
PWMG
1908
Prestige Wealth Management Group
New Jersey
$184K
M
1909
MOTCO
Texas
$180K +$139K +1,460 +461%
AW
1910
Avion Wealth
Texas
$180K
HWM
1911
Hemington Wealth Management
Virginia
$179K +$17.6K +185 +12%
AIS
1912
AM Investment Strategies
Tennessee
$176K +$165K +1,738 New
AI
1913
AXS Investments
New York
$175K +$164K +1,727 New
SN
1914
Sittner & Nelson
Oregon
$166K
WOSD
1915
WFA of San Diego
California
$165K -$949 -10 -0.6%
OA
1916
Operose Advisors
Wisconsin
$164K +$1.9K +20 +1%
SGK
1917
Steigerwald Gordon & Koch
Virginia
$164K +$154K +1,619 New
TFGT
1918
TS Financial Group (TSFG)
Illinois
$164K -$9.58K -101 -6%
PWAM
1919
Private Wealth Asset Management
Iowa
$164K +$664 +7 +0.4%
HIMS
1920
Hager Investment Management Services
New Hampshire
$164K +$63.8K +672 +71%
VFM
1921
Vision Financial Markets
Connecticut
$162K
PP
1922
PFS Partners
New Jersey
$159K
SA
1923
SRH Advisors
Kansas
$157K
PFSC
1924
Peoples Financial Services Corp
Pennsylvania
$157K -$4.74K -50 -3%
GKIM
1925
GW&K Investment Management
Massachusetts
$155K +$2.94K +31 +2%