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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
951
Fifth Third Wealth Advisors
Ohio
$2.27M -$49.1K -473 -2%
COI
952
Connable Office Inc
Michigan
$2.27M -$3.74K -36 -0.2%
GT
953
Greenleaf Trust
Michigan
$2.26M +$8.1K +78 +0.4%
GCM
954
GKV Capital Management
California
$2.25M +$354K +3,410 +21%
WAS
955
WESPAC Advisors SoCal
California
$2.24M +$228K +2,192 +13%
FNT
956
First National Trust
Pennsylvania
$2.24M -$18K -173 -0.9%
MGIA
957
Matthew Goff Investment Advisor
Texas
$2.24M -$44.1K -425 -2%
TPA
958
Trivium Point Advisory
Connecticut
$2.24M +$208 +2 +0%
ICA
959
Infrastructure Capital Advisors
New York
$2.23M -$50.5K -486 -2%
LFA
960
Legacy Financial Advisors
Kentucky
$2.21M -$156K -1,501 -7%
KWM
961
Kingsview Wealth Management
Oregon
$2.2M +$141K +1,357 +8%
TPW
962
Transatlantique Private Wealth
New York
$2.2M +$197K +1,896 +11%
MTC
963
Matrix Trust Company
Colorado
$2.2M -$259K -2,493 -12%
WAP
964
Wealthcare Advisory Partners
Pennsylvania
$2.19M -$45.6K -439 -2%
PK
965
Pflug Koory
Nebraska
$2.18M – – –
KA
966
Klingman & Associates
New York
$2.18M -$31.6K -304 -2%
BP
967
Ballentine Partners
Massachusetts
$2.18M +$95.2K +917 +5%
AFP
968
Ausdal Financial Partners
Iowa
$2.17M -$44.7K -430 -2%
BAM
969
Belpointe Asset Management
Nevada
$2.15M -$554K -5,338 -22%
BWM
970
Buckley Wealth Management
Nevada
$2.15M -$276K -2,655 -13%
SWM
971
Spire Wealth Management
Virginia
$2.13M -$56.6K -545 -3%
FC
972
Fusion Capital
South Carolina
$2.13M +$10.9K +105 +0.6%
CRM
973
Cramer Rosenthal McGlynn
Connecticut
$2.13M -$225K -2,168 -11%
SW
974
SlateStone Wealth
Florida
$2.12M – – –
HIP
975
HUB Investment Partners
Texas
$2.12M +$1.88M +18,137 New
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