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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1926
Allium Financial Advisors
Oregon
$269K +$34.8K +306 +15%
WAG
1927
Wallace Advisory Group
California
$268K -$14.8K -130 -5%
KIM
1928
Kestra Investment Management
Texas
$267K -$463K -4,070 -63%
CA
1929
COFG Advisors
Illinois
$267K +$16.9K +148 +7%
SL
1930
Summitry LLC
California
$266K -$3.99K -35 -1%
BFG
1931
Beacon Financial Group
Texas
$266K +$7.97K +70 +3%
NP
1932
Ninepoint Partners
Ontario, Canada
$266K – – –
TWM
1933
Tripletail Wealth Management
Florida
$265K +$5.69K +50 +2%
GCM
1934
Gallacher Capital Management
Colorado
$265K -$41.6K -365 -14%
MIP
1935
Marietta Investment Partners
Wisconsin
$264K – – –
VCM
1936
Virtue Capital Management
Tennessee
$264K +$38.3K +336 +16%
ESC
1937
Eurizon SLJ Capital
$263K +$264K +2,321 New
EV
1938
EJMK Ventures
Illinois
$263K +$264K +2,320 New
BFIM
1939
Beese Fulmer Investment Management
Ohio
$262K -$6.72K -59 -2%
KFSC
1940
Keystone Financial Services (Colorado)
Colorado
$262K -$12.4K -109 -5%
EAN
1941
Excelsior Advisor Network
Colorado
$261K -$21.9K -192 -8%
PWA
1942
Providence Wealth Advisors
Illinois
$261K – – –
BIG
1943
Brookwood Investment Group
Arizona
$261K -$98.8K -868 -27%
QFA
1944
Quantum Financial Advisors
California
$260K -$6.83K -60 -3%
EFMC
1945
Empire Financial Management Company
New York
$260K – – –
BIA
1946
Beacon Investment Advisors
Maryland
$260K +$114 +1 +0%
LP
1947
LMR Partners
United Kingdom
$260K +$261K +2,292 New
CPSC
1948
Carl P. Sherr & Co
Massachusetts
$260K – – –
TW
1949
Traveka Wealth
California
$260K – – –
IAAG
1950
Innovative Asset Advisors Group
Connecticut
$259K +$261K +2,288 New
76 77
78
79 80