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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2176
Intergy Private Wealth
Colorado
$243K +$226K +1,739 New
BIAS
2177
Beacon Investment Advisory Services
New Jersey
$243K – – –
NA
2178
Note Advisors
New York
$243K -$16.7K -128 -7%
KFC
2179
Klingenstein Fields & Co
New York
$243K +$226K +1,735 New
DWMS
2180
Dominguez Wealth Management Solutions
Virginia
$243K +$226K +1,733 New
HWP
2181
Hibernia Wealth Partners
Louisiana
$242K -$118K -904 -34%
VPF
2182
Vantage Point Financial
Illinois
$242K +$225K +1,732 New
AU
2183
AlphaGrep UK
$242K -$535K -4,109 -70%
CWA
2184
CM Wealth Advisors
Ohio
$242K +$225K +1,731 New
RC
2185
Roundview Capital
New Jersey
$242K +$225K +1,730 New
HNB
2186
Hilltop National Bank
Wyoming
$242K -$26.8K -206 -11%
PW
2187
Paladin Wealth
Minnesota
$242K +$225K +1,728 New
BHWM
2188
Bay Harbor Wealth Management
Maryland
$241K +$203K +1,559 +945%
CFG
2189
Carr Financial Group
Massachusetts
$241K +$224K +1,720 New
WBCM
2190
Wilson & Boucher Capital Management
California
$241K +$224K +1,719 New
FF
2191
Francis Financial
$240K +$223K +1,715 New
AA
2192
Argent Advisors
Louisiana
$240K +$223K +1,714 New
BOPW
2193
Brandywine Oak Private Wealth
Pennsylvania
$240K +$223K +1,713 New
DM
2194
Diversified Management
Wisconsin
$240K -$1.31M -10,048 -85%
PAG
2195
Private Advisory Group
Washington
$238K -$30.2K -232 -12%
MF
2196
Montis Financial
Massachusetts
$238K +$221K +1,701 New
TFGT
2197
TS Financial Group (TSFG)
Illinois
$238K +$10.4K +80 +5%
CCP
2198
Cane Capital Partners
Louisiana
$238K -$61.2K -470 -22%
HCM
2199
Highview Capital Management
Illinois
$238K +$221K +1,700 New
PWMG
2200
Pinnacle Wealth Management Group
Michigan
$238K +$221K +1,699 New
86 87
88
89 90