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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2351
Commonwealth Retirement Investments
Virginia
$17.7K +$15.8K +152 New
CTWM
2352
Cherry Tree Wealth Management
Minnesota
$17.5K +$15.6K +150 New
RWS
2353
Retirement Wealth Solutions
Wisconsin
$17.2K +$104 +1 +0.7%
AP
2354
Aspect Partners
Virginia
$17.2K +$2.91K +28 +24%
LA
2355
LM Advisors
California
$17.1K -$1.63M -15,708 -89%
BGC
2356
Beutel, Goodman & Co
Ontario, Canada
$17K – – –
EWM
2357
Evolution Wealth Management
Florida
$16.4K +$2.6K +25 +22%
RCM
2358
Richardson Capital Management
Wisconsin
$16.3K – – –
CIM
2359
Contravisory Investment Management
Massachusetts
$16.1K -$831 -8 -5%
WWM
2360
Wolff Wiese Magana
California
$15.9K -$12.5K -120 -47%
CFFP
2361
Center for Financial Planning
Michigan
$15.9K -$1.25K -12 -8%
SC
2362
Stephens Consulting
Michigan
$15.4K +$13.7K +132 New
QWM
2363
Quaker Wealth Management
New Jersey
$15.3K +$6.65K +64 +96%
FFA
2364
Frazier Financial Advisors
Ohio
$14.3K – – –
IPS
2365
Investors Portfolio Services
Washington
$14.3K +$12.7K +122 New
CMA
2366
Cedar Mountain Advisors
Oregon
$14.2K – – –
JWM
2367
Jessup Wealth Management
Ohio
$13.9K +$12.4K +119 New
FWA
2368
Flagship Wealth Advisors
Massachusetts
$13.9K – – –
BHWM
2369
Bay Harbor Wealth Management
Maryland
$13.8K +$4.05K +39 +49%
CW
2370
CrossGen Wealth
North Carolina
$13.7K +$12.2K +117 New
MAFA
2371
MJT & Associates Financial Advisory
Minnesota
$13.5K – – –
RWA
2372
Redmont Wealth Advisors
Illinois
$13.4K – – –
NWM
2373
Nova Wealth Management
Florida
$13.4K – – –
FFL
2374
Financial Freedom LLC
Ohio
$13.3K +$104 +1 +0.9%
IA
2375
Icon Advisers
Colorado
$12.8K – – –
93 94
95
96 97