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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
2151
AM Investment Strategies
Tennessee
$255K +$237K +1,821 New
SI
2152
Saxon Interests
Texas
$253K -$651 -5 -0.3%
FFG
2153
Fortem Financial Group
California
$252K – – –
LFA
2154
Lauterbach Financial Advisors
Texas
$252K +$1.04K +8 +0.4%
SGFG
2155
Silver Grove Financial Group
New York
$251K +$180K +1,380 +332%
VAMG
2156
Voisard Asset Management Group
Michigan
$251K +$233K +1,793 New
LWM
2157
LJI Wealth Management
Indiana
$250K +$233K +1,789 New
SFS
2158
Security Financial Services
Indiana
$250K +$233K +1,787 New
Members Trust
2159
Members Trust
Florida
$250K +$233K +1,787 New
AFM
2160
Abbot Financial Management
Massachusetts
$250K +$232K +1,786 New
GKWIM
2161
Gerber Kawasaki Wealth & Investment Management
California
$249K +$232K +1,782 New
WP
2162
Westmount Partners
California
$249K -$127K -973 -35%
MGWM
2163
Marks Group Wealth Management
Minnesota
$249K -$36.5K -280 -14%
WAG
2164
Wilkerson Advisory Group
Missouri
$248K +$21.1K +162 +10%
AFGAS
2165
Allegiance Financial Group Advisory Services
Virginia
$248K +$231K +1,774 New
RCM
2166
RB Capital Management
Nevada
$248K +$231K +1,771 New
AWA
2167
AGH Wealth Advisors
Kansas
$246K -$3.25K -25 -1%
GFG
2168
Grantvest Financial Group
New Jersey
$246K +$229K +1,759 New
APFP
2169
Action Point Financial Planning
Michigan
$246K +$229K +1,762 New
PC
2170
Port Capital
Illinois
$245K +$228K +1,754 New
VFM
2171
Vision Financial Markets
Connecticut
$245K – – –
TTWM
2172
TCV Trust & Wealth Management
Virginia
$245K -$108K -831 -32%
EL
2173
Essex LLC
Illinois
$245K -$3.25K -25 -1%
TFA
2174
TPG Financial Advisors
Oregon
$245K +$228K +1,748 New
UF
2175
Univest Financial
Pennsylvania
$244K +$227K +1,740 New