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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2101
Alliance Wealth Management Group
New Jersey
$278K – – –
KFAS
2102
Keating Financial Advisory Services
Kansas
$278K +$29.3K +225 +13%
SAM
2103
Satovsky Asset Management
New York
$277K +$1.69K +13 +0.7%
WSFG
2104
Wall Street Financial Group
Illinois
$277K +$27.3K +210 +12%
UWPG
2105
Ullmann Wealth Partners Group
Florida
$276K +$13.3K +102 +5%
NC
2106
NewSquare Capital
Pennsylvania
$275K +$256K +1,968 New
RH
2107
RFG Holdings
Texas
$275K +$4.56K +35 +2%
MSG
2108
Main Street Group
Virginia
$274K – – –
IAS
2109
Integrity Advisory Solutions
Texas
$274K +$255K +1,959 New
CWMA
2110
Capstone Wealth Management (Alabama)
Alabama
$273K +$254K +1,953 New
TPWA
2111
Twin Peaks Wealth Advisors
California
$273K +$35.3K +271 +16%
WCFA
2112
Walkner Condon Financial Advisors
Wisconsin
$273K +$11.7K +90 +5%
MMCM
2113
Murphy & Mullick Capital Management
New York
$273K +$40.5K +311 +19%
AFG
2114
ABLE Financial Group
Arizona
$272K -$4.82K -37 -2%
JWM
2115
JGP Wealth Management
Oregon
$272K +$1.17K +9 +0.5%
SFWC
2116
Strategic Family Wealth Counselors
New Jersey
$271K -$81K -622 -24%
TFM
2117
TFC Financial Management
Massachusetts
$270K +$209K +1,605 +494%
SWP
2118
Semus Wealth Partners
Florida
$270K +$1.04K +8 +0.4%
CSB
2119
City State Bank
Iowa
$269K – – –
CP
2120
Canopy Partners
Ohio
$269K +$250K +1,923 New
WF
2121
WinCap Financial
Massachusetts
$269K +$250K +1,923 New
CBTWT
2122
Community Bank & Trust (Waco, Texas)
Texas
$269K – – –
DWM
2123
Daner Wealth Management
Georgia
$269K +$4.82K +37 +2%
CWA
2124
Consilio Wealth Advisors
Washington
$268K +$2.73K +21 +1%
LC
2125
LCNB Corp
Ohio
$267K -$14.3K -110 -5%
83 84
85
86 87