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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFMH
2051
E Fund Management (HK)
Hong Kong
$226K +$201K +1,933 +16,108%
EIP
2052
Ellis Investment Partners
Pennsylvania
$225K +$200K +1,930 New
CFP
2053
Cascade Financial Partners
California
$225K -$10.4K -100 -5%
EI
2054
Ellevest Inc
New York
$225K +$200K +1,925 New
FG
2055
Foster Group
Iowa
$224K +$200K +1,924 New
CBTWT
2056
Community Bank & Trust (Waco, Texas)
Texas
$224K +$199K +1,919 New
CSB
2057
City State Bank
Iowa
$223K -$13.4K -129 -6%
VFG
2058
Victory Financial Group
Texas
$223K +$198K +1,911 New
AMPWP
2059
Alvarez & Marsal Private Wealth Partners
Florida
$223K +$198K +1,909 New
KFP
2060
Kerr Financial Planning
California
$222K +$831 +8 +0.4%
ACS
2061
Archford Capital Strategies
Illinois
$222K +$198K +1,906 New
JWM
2062
JGP Wealth Management
Oregon
$222K +$198K +1,902 New
RH
2063
RFG Holdings
Texas
$222K +$197K +1,898 New
PWMG
2064
Prestige Wealth Management Group
New Jersey
$221K +$8.2K +79 +4%
TWM
2065
Tortuga Wealth Management
California
$221K +$197K +1,893 New
CWA
2066
Consilio Wealth Advisors
Washington
$221K +$196K +1,891 New
PCH
2067
PGIM Custom Harvest
New Jersey
$220K +$196K +1,890 New
HPM
2068
Hoxton Planning & Management
West Virginia
$220K -$17.2K -166 -8%
PNC
2069
Park National Corp
Ohio
$219K -$10.1K -97 -5%
LCM
2070
Leisure Capital Management
California
$219K +$195K +1,881 New
TSS
2071
Two Sigma Securities
New York
$219K -$694K -6,686 -78%
FGWP
2072
Founders Grove Wealth Partners
Virginia
$219K +$195K +1,876 New
BFO
2073
Biltmore Family Office
North Carolina
$219K +$195K +1,875 New
USB
2074
Union Savings Bank
Connecticut
$218K +$194K +1,867 New
WA
2075
WPG Advisers
Maryland
$217K +$73.1K +704 +61%
81 82
83
84 85