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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2051
Benchmark Financial Wealth Advisors
Florida
$226K -$10.8K -104 -5%
MIC
2052
Means Investment Company
Maine
$226K +$201K +1,938 New
EFMH
2053
E Fund Management (HK)
Hong Kong
$226K +$201K +1,933 +16,108%
EIP
2054
Ellis Investment Partners
Pennsylvania
$225K +$200K +1,930 New
CFP
2055
Cascade Financial Partners
California
$225K -$10.4K -100 -5%
EI
2056
Ellevest Inc
New York
$225K +$200K +1,925 New
FG
2057
Foster Group
Iowa
$224K +$200K +1,924 New
CBTWT
2058
Community Bank & Trust (Waco, Texas)
Texas
$224K +$199K +1,919 New
CSB
2059
City State Bank
Iowa
$223K -$13.4K -129 -6%
VFG
2060
Victory Financial Group
Texas
$223K +$198K +1,911 New
AMPWP
2061
Alvarez & Marsal Private Wealth Partners
Florida
$223K +$198K +1,909 New
KFP
2062
Kerr Financial Planning
California
$222K +$831 +8 +0.4%
ACS
2063
Archford Capital Strategies
Illinois
$222K +$198K +1,906 New
JWM
2064
JGP Wealth Management
Oregon
$222K +$198K +1,902 New
RH
2065
RFG Holdings
Texas
$222K +$197K +1,898 New
PWMG
2066
Prestige Wealth Management Group
New Jersey
$221K +$8.2K +79 +4%
TWM
2067
Tortuga Wealth Management
California
$221K +$197K +1,893 New
CWA
2068
Consilio Wealth Advisors
Washington
$221K +$196K +1,891 New
PCH
2069
PGIM Custom Harvest
New Jersey
$220K +$196K +1,890 New
HPM
2070
Hoxton Planning & Management
West Virginia
$220K -$17.2K -166 -8%
PNC
2071
Park National Corp
Ohio
$219K -$10.1K -97 -5%
LCM
2072
Leisure Capital Management
California
$219K +$195K +1,881 New
TSS
2073
Two Sigma Securities
New York
$219K -$694K -6,686 -78%
FGWP
2074
Founders Grove Wealth Partners
Virginia
$219K +$195K +1,876 New
BFO
2075
Biltmore Family Office
North Carolina
$219K +$195K +1,875 New
81 82
83
84 85