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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
NW
751
NewEdge Wealth
Pennsylvania
$4.41M +$1.32M +12,704 +51%
CAM
752
Cresset Asset Management
Illinois
$4.41M +$577K +5,556 +17%
BRWA
753
B. Riley Wealth Advisors
Florida
$4.38M -$55.6K -535 -1%
AF
754
AGP Franklin
Tennessee
$4.35M +$19.8K +191 +0.5%
ET
755
Equitable Trust
Tennessee
$4.33M -$316K -3,047 -8%
CS
756
Cannell & Spears
New York
$4.32M -$3.22K -31 -0.1%
WAS
757
Winch Advisory Services
Wisconsin
$4.31M -$45K -433 -1%
IWM
758
IHT Wealth Management
Illinois
$4.31M +$77.5K +746 +2%
VI
759
Vestcor Inc
New Brunswick, Canada
$4.3M – – –
PC
760
Panoramic Capital
California
$4.3M +$3.82M +36,818 New
MYLI
761
Meiji Yasuda Life Insurance
Japan
$4.29M -$190K -1,832 -5%
PWCM
762
Processus Wealth & Capital Management
Tennessee
$4.29M +$147K +1,412 +4%
A
763
AlphaQuest
New York
$4.28M +$2.2M +21,180 +136%
MPAM
764
Murphy Pohlad Asset Management
Minnesota
$4.28M -$44.1K -425 -1%
AFG
765
Atomi Financial Group
New York
$4.24M +$156K +1,507 +4%
AWM
766
Ameliora Wealth Management
Switzerland
$4.22M +$68K +655 +2%
DA
767
DCF Advisers
Connecticut
$4.2M – – –
FBFS
768
First Business Financial Services
Wisconsin
$4.19M +$105K +1,012 +3%
IIM
769
Ironwood Investment Management
Massachusetts
$4.15M -$395K -3,800 -10%
CCM
770
Collar Capital Management
Wisconsin
$4.15M -$252K -2,424 -6%
CastleKeep Investment Advisors
771
CastleKeep Investment Advisors
Connecticut
$4.14M -$120K -1,160 -3%
RWFS
772
Rayburn West Financial Services
Tennessee
$4.13M +$3.67M +35,365 New
Optiver Holding
773
Optiver Holding
Netherlands
$4.12M +$1.17M +11,278 +47%
AFWM
774
AMJ Financial Wealth Management
Virginia
$4.1M +$3.65M +35,133 New
SAM
775
Soviero Asset Management
New York
$4.08M -$1.66M -16,000 -31%