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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2101
SNS Financial Group
Minnesota
$208K +$2.62K +23 +1%
AWA
2102
Amplius Wealth Advisors
Pennsylvania
$208K +$2.05K +18 +1%
WG
2103
Welch Group
Alabama
$208K – – –
B
2104
Barings
North Carolina
$208K +$11.5K +101 +6%
FHC
2105
First Heartland Consultants
Missouri
$208K -$322K -2,831 -61%
SA
2106
Sonoma Allocations
California
$208K -$43.8K -385 -18%
CIC
2107
Chase Investment Counsel
Virginia
$207K +$209K +1,832 New
BWFA
2108
Baltimore-Washington Financial Advisors
Maryland
$207K +$207K +1,821 New
GHA
2109
Granite Harbor Advisors
Texas
$206K -$3.99K -35 -2%
AW
2110
Avion Wealth
Texas
$206K +$4.44K +39 +2%
SI
2111
Saxon Interests
Texas
$206K -$1.71K -15 -0.8%
FFG
2112
Fortem Financial Group
California
$204K -$4.55K -40 -2%
LFA
2113
Lauterbach Financial Advisors
Texas
$204K +$1.14K +10 +0.6%
GWMIA
2114
Global Wealth Management Investment Advisory
Florida
$203K -$456 -4 -0.2%
AWA
2115
AGH Wealth Advisors
Kansas
$202K +$203K +1,785 New
SW
2116
SkyOak Wealth
Michigan
$202K – – –
AR
2117
Altar Rock
New York
$202K +$202K +1,777 New
EL
2118
Essex LLC
Illinois
$201K -$32.7K -287 -14%
WFG
2119
Wills Financial Group
Virginia
$201K +$185K +1,621 New
WSFG
2120
Wall Street Financial Group
Illinois
$201K +$201K +1,768 New
ICP
2121
Interchange Capital Partners
Pennsylvania
$200K -$842K -7,398 -76%
KFAS
2122
Keating Financial Advisory Services
Kansas
$199K +$35.1K +308 +21%
VFM
2123
Vision Financial Markets
Connecticut
$198K – – –
BIAS
2124
Beacon Investment Advisory Services
New Jersey
$197K -$304K -2,667 -61%
SIA
2125
Strategic Investment Advisors
Michigan
$193K +$194K +1,704 New
83 84
85
86 87