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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MRP
1926
Measured Risk Portfolios
California
$6.33K +$6.07K +90 New
CTA
1927
Colonial Trust Advisors
South Carolina
$5.84K +$2.7K +40 +93%
IHWM
1928
Iron Horse Wealth Management
Iowa
$5.63K – – –
FUBT
1929
First United Bank & Trust
Maryland
$5.21K – – –
FF
1930
Friedenthal Financial
New Jersey
$5.15K +$4.92K +73 New
KLWA
1931
Kelly Lawrence W & Associates
California
$4.86K – – –
JFG
1932
JDM Financial Group
Texas
$4.79K -$876 -13 -16%
PWM
1933
Parkworth Wealth Management
California
$4.74K +$4.52K +67 New
CWA
1934
Carolina Wealth Advisors
South Carolina
$4.72K – – –
SFA
1935
Semmax Financial Advisors
North Carolina
$4.63K – – –
TCA
1936
Trifecta Capital Advisors
Illinois
$4.58K – – –
FIM
1937
FWL Investment Management
Texas
$4.58K – – –
SC
1938
Stephens Consulting
Michigan
$4.29K – – –
PS
1939
PayPay Securities
Japan
$4.15K +$202 +3 +5%
BAM
1940
Byrne Asset Management
New Jersey
$4.08K -$135 -2 -3%
HWA
1941
HHM Wealth Advisors
Tennessee
$4.08K +$3.91K +58 New
KWAG
1942
Kiely Wealth Advisory Group
North Carolina
$4.04K – – –
CAM
1943
Chesapeake Asset Management
New York
$3.88K -$14.1K -209 -79%
AFG
1944
Albion Financial Group
Utah
$3.8K – – –
MFC
1945
Mechanics Financial Corp
Ohio
$3.52K – – –
WCM
1946
WealthTrak Capital Management
Virginia
$3.52K +$3.37K +50 New
NWWA
1947
New Wave Wealth Advisors
Arkansas
$3.38K +$3.23K +48 New
PWA
1948
Principia Wealth Advisory
Texas
$3.38K +$3.23K +48 New
FWM
1949
FSA Wealth Management
Massachusetts
$3.27K – – –
W
1950
WealthCollab
Washington
$3.24K – – –
76 77
78
79 80