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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
876
Point View Wealth Management
New Jersey
$660K +$641K +12,672 New
FHB
877
First Hawaiian Bank
Hawaii
$656K -$33.8K -667 -5%
LCM
878
Lucas Capital Management
New Jersey
$653K -$86K -1,700 -12%
PSC
879
Piper Sandler & Co
Minnesota
$651K +$633K +12,500 New
BFC
880
Blue Fin Capital
Rhode Island
$643K +$625K +12,341 New
TFO
881
Tarbox Family Office
California
$639K +$621K +12,265 New
Envestnet Asset Management
882
Envestnet Asset Management
Illinois
$633K -$135K -2,668 -18%
IPRC
883
Indices-Pac Research Corporation
New Jersey
$622K -$927K -18,325 -61%
MTIM
884
Marathon Trading Investment Management
Pennsylvania
$620K +$602K +11,900 New
CK
885
Cohen Klingenstein
New York
$615K
EP
886
Elkhorn Partners
Nebraska
$615K
LC
887
Loews Corp
New York
$610K
BRWA
888
B. Riley Wealth Advisors
Florida
$608K -$15.3K -302 -3%
BDF
889
Balasa Dinverno & Foltz
$606K +$8.6K +170 +1%
S
890
SignatureFD
Georgia
$606K +$9.36K +185 +2%
PAM
891
Princeton Alpha Management
New Jersey
$603K +$586K +11,577 New
ICOA
892
Investment Centers of America
North Dakota
$599K -$111K -2,202 -15%
AC
893
Amici Capital
New York
$594K
FMWA
894
Forvis Mazars Wealth Advisors
Missouri
$593K -$20K -396 -3%
BCM
895
Bourgeon Capital Management
Connecticut
$589K -$633K -12,500 -53%
AI
896
Atria Investments
North Carolina
$588K -$11.8K -233 -2%
MFS
897
MSI Financial Services
Massachusetts
$578K -$567K -11,206 -50%
PP
898
Patten & Patten
Tennessee
$577K +$3.9K +77 +0.7%
RCA
899
Rex Capital Advisors
Rhode Island
$571K
B
900
Baird
Wisconsin
$565K +$308K +6,084 +128%