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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2351
Valley National Advisers
Pennsylvania
$18K +$683 +6 +4%
VR
2352
Vision Retirement
New Jersey
$17.4K -$11.4K -100 -40%
EWM
2353
Evolution Wealth Management
Florida
$17.3K +$1.25K +11 +8%
CTWM
2354
Cherry Tree Wealth Management
Minnesota
$17K – – –
BGC
2355
Beutel, Goodman & Co
Ontario, Canada
$17K – – –
FMTCOCP
2356
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
RWS
2357
Retirement Wealth Solutions
Wisconsin
$16.7K – – –
PMFA
2358
Plante Moran Financial Advisors
Michigan
$16.4K -$5.47K -48 -25%
NWM
2359
Nova Wealth Management
Florida
$16.2K +$3.19K +28 +24%
RCM
2360
Richardson Capital Management
Wisconsin
$15.9K – – –
AP
2361
Aspect Partners
Virginia
$15.8K -$911 -8 -5%
CIM
2362
Contravisory Investment Management
Massachusetts
$15.7K – – –
WWM
2363
Wolff Wiese Magana
California
$15.5K – – –
CFFP
2364
Center for Financial Planning
Michigan
$15.4K – – –
EFMH
2365
E Fund Management (HK)
Hong Kong
$15.3K -$206K -1,810 -93%
RFA
2366
Reyes Financial Architecture
California
$14.2K +$9.22K +81 +184%
IPS
2367
Investors Portfolio Services
Washington
$14K +$114 +1 +0.8%
BFPW
2368
BOK Financial Private Wealth
Colorado
$13.8K +$8.2K +72 +144%
TCM
2369
Tradewinds Capital Management
Washington
$13.4K +$2.85K +25 +27%
CW
2370
CrossGen Wealth
North Carolina
$13.4K +$114 +1 +0.9%
MAFA
2371
MJT & Associates Financial Advisory
Minnesota
$13.2K – – –
KFG
2372
Kingdom Financial Group
Arizona
$13K +$6.49K +57 +98%
LAS
2373
Lloyd Advisory Services
Georgia
$13K +$13.1K +115 New
BH
2374
Burk Holdings
Oklahoma
$12.8K +$12.9K +113 New
SIM
2375
Synergy Investment Management
Florida
$12.7K +$12.8K +112 New
93 94
95
96 97