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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1926
Hughes Financial Services
Virginia
$10.1K +$10.9K +143 New
MAS
1927
MPWM Advisory Solutions
Georgia
$10K – – –
RCM
1928
Richardson Capital Management
Wisconsin
$9.94K +$10.7K +140 New
VWM
1929
Valley Wealth Managers
New Jersey
$9.73K -$3.05K -40 -23%
WWM
1930
Wolff Wiese Magana
California
$9.69K +$8.69K +114 +518%
BOJHT
1931
Bank of Jackson Hole Trust
Wyoming
$9.59K – – –
PSFG
1932
Park Square Financial Group
Georgia
$9.58K – – –
HIMS
1933
Hager Investment Management Services
New Hampshire
$9.51K – – –
CWM
1934
Centricity Wealth Management
Ohio
$9.23K – – –
HNW
1935
High Note Wealth
Minnesota
$8.8K – – –
GWSA
1936
Global Wealth Strategies & Associates
Colorado
$8.8K +$9.46K +124 New
FFA
1937
Frazier Financial Advisors
Ohio
$8.72K -$153 -2 -2%
FWA
1938
Flagship Wealth Advisors
Massachusetts
$8.45K – – –
MLA
1939
MB, Levis & Associates
Pennsylvania
$8.36K – – –
MAFA
1940
MJT & Associates Financial Advisory
Minnesota
$8.23K +$8.85K +116 New
CWP
1941
Clark Wealth Partners
Illinois
$8.21K – – –
FFL
1942
Financial Freedom LLC
Ohio
$7.98K – – –
PA
1943
Pineridge Advisors
Missouri
$7.88K -$13.4K -176 -61%
APW
1944
Acima Private Wealth
Virginia
$7.81K – – –
GGI
1945
Godsey & Gibb Inc
Virginia
$7.81K – – –
DPW
1946
DiNuzzo Private Wealth
Pennsylvania
$7.74K +$610 +8 +8%
CFS
1947
CGC Financial Services
Oregon
$7.24K – – –
OWP
1948
ORG Wealth Partners
Texas
$7.18K +$7.7K +101 New
QPBE
1949
Quintet Private Bank (Europe)
Luxembourg
$7.1K -$136K -1,779 -95%
FDCP
1950
Foster Dykema Cabot & Partners
Massachusetts
$7.1K -$5.41K -71 -42%
76 77
78
79 80