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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2076
Delta Investment Management
California
$216K +$217K +1,903 New
VWM
2077
Vermillion Wealth Management
Minnesota
$215K +$11.4K +100 +6%
CWA
2078
Consilio Wealth Advisors
Washington
$215K +$569 +5 +0.3%
SFA
2079
Souders Financial Advisors
Ohio
$215K +$16.3K +143 +8%
MIC
2080
Means Investment Company
Maine
$215K -$5.24K -46 -2%
CFS
2081
CRA Financial Services
New Jersey
$214K -$7.74K -68 -3%
FL
2082
FreeGulliver LLC
Louisiana
$214K +$215K +1,888 New
LCM
2083
Leisure Capital Management
California
$213K – – –
BFO
2084
Biltmore Family Office
North Carolina
$213K – – –
BEW
2085
Burton Enright Welch
California
$212K +$213K +1,868 New
UWPG
2086
Ullmann Wealth Partners Group
Florida
$212K +$213K +1,867 New
USB
2087
Union Savings Bank
Connecticut
$212K – – –
NA
2088
Note Advisors
New York
$211K – – –
WCFA
2089
Walkner Condon Financial Advisors
Wisconsin
$211K +$212K +1,858 New
EIP
2090
Ellis Investment Partners
Pennsylvania
$210K -$9.34K -82 -4%
CWA
2091
Crusonia Wealth Advisors
Colorado
$209K +$210K +1,842 New
HPM
2092
Hoxton Planning & Management
West Virginia
$208K -$5.35K -47 -2%
SFG
2093
SNS Financial Group
Minnesota
$208K +$2.62K +23 +1%
AWA
2094
Amplius Wealth Advisors
Pennsylvania
$208K +$2.05K +18 +1%
WG
2095
Welch Group
Alabama
$208K – – –
B
2096
Barings
North Carolina
$208K +$11.5K +101 +6%
FHC
2097
First Heartland Consultants
Missouri
$208K -$322K -2,831 -61%
SA
2098
Sonoma Allocations
California
$208K -$43.8K -385 -18%
CIC
2099
Chase Investment Counsel
Virginia
$207K +$209K +1,832 New
BWFA
2100
Baltimore-Washington Financial Advisors
Maryland
$207K +$207K +1,821 New
82 83
84
85 86