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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1901
Tradition Wealth Management
Minnesota
$281K -$36.2K -318 -11%
MWA
1902
Medallion Wealth Advisors
Connecticut
$281K +$13.6K +119 +5%
BFC
1903
Bedel Financial Consulting
Indiana
$279K – – –
PWP
1904
Principle Wealth Partners
Connecticut
$279K +$6.15K +54 +2%
KFP
1905
Kerr Financial Planning
California
$278K +$27.2K +239 +12%
WAM
1906
Walker Asset Management
Missouri
$278K +$12.4K +109 +5%
FWM
1907
Foguth Wealth Management
Michigan
$278K +$251K +2,204 New
PCIG
1908
Partners Capital Investment Group
Massachusetts
$276K – – –
JCM
1909
Jacobsen Capital Management
Utah
$276K +$12K +105 +5%
AP
1910
Advisortrust Partners
North Carolina
$275K +$18.8K +165 +7%
QL
1911
Quarry LP
New York
$275K -$110K -963 -28%
VT
1912
Volterra Technologies
New York
$275K +$276K +2,422 New
NWA
1913
New World Advisors
Massachusetts
$274K -$39.2K -344 -12%
FNB
1914
Farmers National Bank
Kentucky
$274K +$6.38K +56 +2%
KCM
1915
Key Capital Management
Tennessee
$274K +$36.2K +318 +15%
OWA
1916
Octavia Wealth Advisors
Ohio
$274K -$20.2K -177 -7%
PT
1917
Plimoth Trust
Massachusetts
$273K +$17.1K +150 +7%
HPC
1918
HM Payson & Co
Maine
$272K -$7.97K -70 -3%
IWA
1919
IVC Wealth Advisors
Pennsylvania
$272K +$2.73K +24 +1%
DBRC
1920
D.B. Root & Company
Pennsylvania
$272K -$90.5K -795 -25%
FOA
1921
Five Oceans Advisors
California
$271K +$1.02K +9 +0.4%
IAG
1922
Investmark Advisory Group
Connecticut
$271K +$1.37K +12 +0.5%
EA
1923
Emerald Advisors
Washington
$269K +$270K +2,374 New
BWM
1924
BlackDiamond Wealth Management
New York
$269K -$1.94K -17 -0.7%
SWM
1925
Segment Wealth Management
Texas
$269K +$20.7K +182 +8%
75 76
77
78 79