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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
726
Creative Financial Designs
Indiana
$2.63M -$180K -2,356 -6%
NRD
727
Nebula Research & Development
New York
$2.62M +$1.26M +16,487 +81%
WAM
728
WFA Asset Management
Wisconsin
$2.61M +$387K +5,075 +14%
RSWM
729
Robertson Stephens Wealth Management
California
$2.6M -$181K -2,369 -6%
4WM
730
44 Wealth Management
Oregon
$2.6M -$18.9K -248 -0.7%
SIA
731
Schear Investment Advisers
Ohio
$2.59M +$216K +2,839 +8%
TAP
732
Tounjian Advisory Partners
Florida
$2.59M +$2.78M +36,414 New
NW
733
Naviter Wealth
Arkansas
$2.58M +$43.5K +570 +2%
CFG
734
Cooper Financial Group
California
$2.58M +$145K +1,904 +6%
FCH
735
Freestone Capital Holdings
Washington
$2.56M +$47.4K +621 +2%
PWCM
736
Processus Wealth & Capital Management
Tennessee
$2.55M +$36.9K +484 +1%
HI
737
Horizon Investments
North Carolina
$2.53M +$76.4K +1,002 +3%
BEC
738
Blue Edge Capital
Virginia
$2.53M +$2.71M +35,586 New
PIM
739
Penobscot Investment Management
Massachusetts
$2.51M +$87.7K +1,150 +3%
USCWA
740
U.S. Capital Wealth Advisors
Texas
$2.5M +$1.39M +18,182 +106%
PFO
741
PMC FIG Opportunities
Israel
$2.48M -$167K -2,190 -6%
OIA
742
OneDigital Investment Advisors
Kansas
$2.44M -$18.2K -239 -0.7%
LWA
743
Lineweaver Wealth Advisors
Ohio
$2.43M +$161K +2,107 +7%
GI
744
GAMMA Investing
California
$2.43M +$294K +3,855 +13%
CAU
745
Caxton Associates (UK)
$2.42M +$2.6M +34,093 New
AWCI
746
Alpine Woods Capital Investors
New York
$2.41M +$597K +7,828 +30%
BAM
747
Belpointe Asset Management
Nevada
$2.41M -$64.1K -841 -2%
CAM
748
Cresset Asset Management
Illinois
$2.4M -$31.3K -410 -1%
ARC
749
Advisor Resource Council
Texas
$2.4M +$2.77M +36,392 New
RHAM
750
Round Hill Asset Management
California
$2.39M +$383K +5,026 +18%
28 29
30
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