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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
1926
Retirement Wealth Solutions
Wisconsin
$10.3K +$76 +1 +0.7%
CAM
1927
Creekmur Asset Management
Illinois
$10.2K +$10.9K +143 New
Kayne Anderson Rudnick Investment Management
1928
Kayne Anderson Rudnick Investment Management
California
$10.1K -$6.1K -80 -36%
HFS
1929
Hughes Financial Services
Virginia
$10.1K +$10.9K +143 New
MAS
1930
MPWM Advisory Solutions
Georgia
$10K – – –
RCM
1931
Richardson Capital Management
Wisconsin
$9.94K +$10.7K +140 New
VWM
1932
Valley Wealth Managers
New Jersey
$9.73K -$3.05K -40 -23%
WWM
1933
Wolff Wiese Magana
California
$9.69K +$8.69K +114 +518%
BOJHT
1934
Bank of Jackson Hole Trust
Wyoming
$9.59K – – –
PSFG
1935
Park Square Financial Group
Georgia
$9.58K – – –
HIMS
1936
Hager Investment Management Services
New Hampshire
$9.51K – – –
CWM
1937
Centricity Wealth Management
Ohio
$9.23K – – –
HNW
1938
High Note Wealth
Minnesota
$8.8K – – –
GWSA
1939
Global Wealth Strategies & Associates
Colorado
$8.8K +$9.46K +124 New
FFA
1940
Frazier Financial Advisors
Ohio
$8.72K -$153 -2 -2%
FWA
1941
Flagship Wealth Advisors
Massachusetts
$8.45K – – –
MLA
1942
MB, Levis & Associates
Pennsylvania
$8.36K – – –
MAFA
1943
MJT & Associates Financial Advisory
Minnesota
$8.23K +$8.85K +116 New
CWP
1944
Clark Wealth Partners
Illinois
$8.21K – – –
FFL
1945
Financial Freedom LLC
Ohio
$7.98K – – –
PA
1946
Pineridge Advisors
Missouri
$7.88K -$13.4K -176 -61%
APW
1947
Acima Private Wealth
Virginia
$7.81K – – –
GGI
1948
Godsey & Gibb Inc
Virginia
$7.81K – – –
DPW
1949
DiNuzzo Private Wealth
Pennsylvania
$7.74K +$610 +8 +8%
CFS
1950
CGC Financial Services
Oregon
$7.24K – – –