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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2201
Kemnay Advisory Services
New York
$83K +$73.8K +711 New
NEWAS
2202
N.E.W. Advisory Services
Wisconsin
$82K +$9.45K +91 +15%
CIAS
2203
CBIZ Investment Advisory Services
Ohio
$81.3K – – –
TM
2204
Torren Management
California
$79.4K +$70.7K +681 New
MSFP
2205
Mark Sheptoff Financial Planning
Connecticut
$79.3K – – –
MCA
2206
Maryland Capital Advisors
Maryland
$78.9K +$415 +4 +0.6%
FW
2207
Fairway Wealth
Ohio
$77.9K +$14.5K +140 +27%
BT
2208
Banque Transatlantique
France
$77.4K – – –
CC
2209
Corsicana & Co
Texas
$76.9K – – –
Q1WB
2210
Quest 10 Wealth Builders
Virginia
$73.4K -$1.66K -16 -2%
FCT
2211
First Community Trust
Iowa
$72.9K – – –
HIM
2212
Hillsdale Investment Management
Ontario, Canada
$72.3K +$64.4K +620 New
BCM
2213
Berbice Capital Management
New York
$70K – – –
CSC
2214
Caldwell Sutter Capital
California
$69.7K – – –
CWM
2215
Cranbrook Wealth Management
Michigan
$69.4K – – –
PPC
2216
Park Place Capital
Alabama
$69.4K +$8.83K +85 +17%
AWM
2217
Abound Wealth Management
Tennessee
$68.5K +$23.8K +229 +64%
CHC
2218
City Holding Co
West Virginia
$67.9K – – –
PWMG
2219
Private Wealth Management Group
New Jersey
$66.6K – – –
NSG
2220
Nalls Sherbakoff Group
Tennessee
$65.6K – – –
GIA
2221
GHP Investment Advisors
Colorado
$64.1K – – –
CAL
2222
Capital Advisors Ltd
Ohio
$64K – – –
FP
2223
Financial Perspectives
Minnesota
$63.7K – – –
LWANC
2224
Laurel Wealth Advisors (North Carolina)
North Carolina
$62.8K +$56K +539 New
FNWA
2225
Financial Network Wealth Advisors
Utah
$62.8K -$8.62K -83 -13%
87 88
89
90 91