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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1901
Phillips Financial Management
Indiana
$202K +$188K +1,986 New
ADBIC
1902
A.D. Beadell Investment Counsel
Wisconsin
$201K +$189K +1,990 New
HVP
1903
Hudson Value Partners
Florida
$201K +$188K +1,980 New
PNC
1904
Park National Corp
Ohio
$201K +$188K +1,978 New
EWM
1905
Endowment Wealth Management
Wisconsin
$200K +$187K +1,975 New
BFWM
1906
Bright Futures Wealth Management
New York
$200K +$187K +1,972 New
EAM
1907
Empirical Asset Management
Massachusetts
$192K +$1.76M +18,579 New
KFP
1908
Kerr Financial Planning
California
$191K +$182K +1,915 New
OWP
1909
ORG Wealth Partners
Texas
$189K +$88.3K +931 +100%
EB
1910
Eastern Bank
Massachusetts
$185K +$41K +432 +31%
PWMG
1911
Prestige Wealth Management Group
New Jersey
$184K – – –
M
1912
MOTCO
Texas
$180K +$139K +1,460 +461%
AW
1913
Avion Wealth
Texas
$180K – – –
HWM
1914
Hemington Wealth Management
Virginia
$179K +$17.6K +185 +12%
AIS
1915
AM Investment Strategies
Tennessee
$176K +$165K +1,738 New
AI
1916
AXS Investments
New York
$175K +$164K +1,727 New
SN
1917
Sittner & Nelson
Oregon
$166K – – –
WOSD
1918
WFA of San Diego
California
$165K -$949 -10 -0.6%
OA
1919
Operose Advisors
Wisconsin
$164K +$1.9K +20 +1%
SGK
1920
Steigerwald Gordon & Koch
Virginia
$164K +$154K +1,619 New
TFGT
1921
TS Financial Group (TSFG)
Illinois
$164K -$9.58K -101 -6%
PWAM
1922
Private Wealth Asset Management
Iowa
$164K +$664 +7 +0.4%
HIMS
1923
Hager Investment Management Services
New Hampshire
$164K +$63.8K +672 +71%
VFM
1924
Vision Financial Markets
Connecticut
$162K – – –
PP
1925
PFS Partners
New Jersey
$159K – – –