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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2251
MTM Investment Management
South Carolina
$47K -$11.1K -107 -21%
BOJHT
2252
Bank of Jackson Hole Trust
Wyoming
$47K +$29.4K +283 +236%
PJC
2253
Phillip James Consulting
Minnesota
$47K +$42.9K +413 New
SIS
2254
Strategic Investment Solutions
Illinois
$46.8K -$623 -6 -1%
AT
2255
Avalon Trust
New Mexico
$46.7K -$1.04K -10 -2%
HHCP
2256
Hilton Head Capital Partners
South Carolina
$46.1K +$41K +395 New
GA
2257
GoalVest Advisory
New York
$45.9K +$14.8K +143 +57%
PP
2258
Paladin Partners
Wisconsin
$45.6K +$40.6K +391 New
MAM
2259
Meeder Asset Management
Ohio
$45.2K -$1.97K -19 -5%
HHMI
2260
Howard Hughes Medical Institute
Maryland
$45K -$1.04K -10 -3%
CWM
2261
Consultiva Wealth Management
Puerto Rico
$44.2K – – –
FMP
2262
Financial Management Professionals
Texas
$43.6K +$2.6K +25 +7%
VA
2263
Valor Advisors
Florida
$42.8K +$38.1K +367 New
AFC
2264
Ares Financial Consulting
California
$42.5K +$37.8K +364 New
TFM
2265
TFC Financial Management
Massachusetts
$41.9K – – –
TSMHT
2266
Thurston Springer Miller Herd & Titak
Indiana
$41.7K +$12.4K +119 +50%
SWIM
2267
Smallwood Wealth Investment Management
New Jersey
$41K +$2.08K +20 +6%
WFA
2268
West Financial Advisors
Iowa
$40.6K – – –
RWM
2269
Raffa Wealth Management
District of Columbia
$40.5K +$2.08K +20 +6%
DF
2270
Dunhill Financial
United Kingdom
$39.8K +$2.29K +22 +7%
ITIM
2271
Indiana Trust & Investment Management
Indiana
$39.7K – – –
CCMI
2272
Creative Capital Management Investments
California
$38.3K – – –
AG
2273
AmeriFlex Group
Nevada
$38.2K -$51.6K -497 -60%
S
2274
Sachetta
Massachusetts
$35.9K -$39.1K -377 -55%
DWM
2275
Dogwood Wealth Management
Kansas
$35.9K +$3.63K +35 +13%
89 90
91
92 93