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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2076
Cascade Financial Partners
California
$219K – – –
RH
2077
RFG Holdings
Texas
$219K +$3.3K +29 +2%
CSB
2078
City State Bank
Iowa
$218K +$1.14K +10 +0.5%
CBTWT
2079
Community Bank & Trust (Waco, Texas)
Texas
$218K – – –
SWP
2080
Semus Wealth Partners
Florida
$218K -$14.1K -124 -6%
PCH
2081
PGIM Custom Harvest
New Jersey
$217K +$2.96K +26 +1%
TYCC
2082
Texas Yale Capital Corp
Florida
$217K +$218K +1,915 New
RPGK
2083
Retirement Planning Group (Kansas)
Kansas
$217K -$46.3K -407 -18%
DIM
2084
Delta Investment Management
California
$216K +$217K +1,903 New
VWM
2085
Vermillion Wealth Management
Minnesota
$215K +$11.4K +100 +6%
CWA
2086
Consilio Wealth Advisors
Washington
$215K +$569 +5 +0.3%
SFA
2087
Souders Financial Advisors
Ohio
$215K +$16.3K +143 +8%
MIC
2088
Means Investment Company
Maine
$215K -$5.24K -46 -2%
CFS
2089
CRA Financial Services
New Jersey
$214K -$7.74K -68 -3%
FL
2090
FreeGulliver LLC
Louisiana
$214K +$215K +1,888 New
LCM
2091
Leisure Capital Management
California
$213K – – –
BFO
2092
Biltmore Family Office
North Carolina
$213K – – –
BEW
2093
Burton Enright Welch
California
$212K +$213K +1,868 New
UWPG
2094
Ullmann Wealth Partners Group
Florida
$212K +$213K +1,867 New
USB
2095
Union Savings Bank
Connecticut
$212K – – –
NA
2096
Note Advisors
New York
$211K – – –
WCFA
2097
Walkner Condon Financial Advisors
Wisconsin
$211K +$212K +1,858 New
EIP
2098
Ellis Investment Partners
Pennsylvania
$210K -$9.34K -82 -4%
CWA
2099
Crusonia Wealth Advisors
Colorado
$209K +$210K +1,842 New
HPM
2100
Hoxton Planning & Management
West Virginia
$208K -$5.35K -47 -2%
82 83
84
85 86