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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2426
Capital Advisors Ltd
Ohio
$65K -$10.9K -84 -15%
C
2427
Covestor
United Kingdom
$64K -$6.38K -49 -10%
AEPWM
2428
Atlantic Edge Private Wealth Management
Florida
$62.8K – – –
PJC
2429
Phillip James Consulting
Minnesota
$62.4K – – –
RF
2430
Robinswood Financial
Washington
$62.3K +$391 +3 +0.7%
CMP
2431
Coston McIsaac & Partners
Maine
$62K – – –
DFA
2432
DHJJ Financial Advisors
Illinois
$61.6K – – –
GFL
2433
Granite FO LLC
New Hampshire
$60.7K – – –
HWA
2434
Heritage Wealth Advisors
Virginia
$60.3K +$21.1K +162 +60%
SFG
2435
Strive Financial Group
Indiana
$59.2K – – –
PSB
2436
Piscataqua Savings Bank
New Hampshire
$58.8K +$19.5K +150 +56%
NAMP
2437
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$58.7K +$57.8K +444 New
FC
2438
Financial Consulate
Maryland
$58.6K +$30.6K +235 +128%
AWM
2439
Abound Wealth Management
Tennessee
$58.5K -$78.8K -605 -59%
WTA
2440
Washington Trust Advisors
Massachusetts
$57.9K -$24.7K -190 -31%
CFM
2441
Cornerstone Financial Management
Massachusetts
$57.8K +$13.8K +106 +35%
ACM
2442
Accent Capital Management
Ohio
$57.7K – – –
GFA
2443
Godfrey Financial Associates
New York
$56.9K – – –
SIS
2444
Strategic Investment Solutions
Illinois
$56.5K +$130 +1 +0.2%
MIM
2445
MTM Investment Management
South Carolina
$56.4K – – –
AT
2446
Avalon Trust
New Mexico
$56K -$130K -1,000 -71%
HHCP
2447
Hilton Head Capital Partners
South Carolina
$55.3K – – –
WBC
2448
West Branch Capital
Massachusetts
$54.6K -$260 -2 -0.5%
RWM
2449
Raffa Wealth Management
District of Columbia
$54.4K -$391 -3 -0.8%
GA
2450
GoalVest Advisory
New York
$54.2K +$12.9K +99 +34%
96 97
98
99 100