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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
951
Connable Office Inc
Michigan
$2.27M -$3.74K -36 -0.2%
GT
952
Greenleaf Trust
Michigan
$2.26M +$8.1K +78 +0.4%
GCM
953
GKV Capital Management
California
$2.25M +$354K +3,410 +21%
WAS
954
WESPAC Advisors SoCal
California
$2.24M +$228K +2,192 +13%
FNT
955
First National Trust
Pennsylvania
$2.24M -$18K -173 -0.9%
MGIA
956
Matthew Goff Investment Advisor
Texas
$2.24M -$44.1K -425 -2%
TPA
957
Trivium Point Advisory
Connecticut
$2.24M +$208 +2 +0%
ICA
958
Infrastructure Capital Advisors
New York
$2.23M -$50.5K -486 -2%
LFA
959
Legacy Financial Advisors
Kentucky
$2.21M -$156K -1,501 -7%
KWM
960
Kingsview Wealth Management
Oregon
$2.2M +$141K +1,357 +8%
TPW
961
Transatlantique Private Wealth
New York
$2.2M +$197K +1,896 +11%
MTC
962
Matrix Trust Company
Colorado
$2.2M -$259K -2,493 -12%
WAP
963
Wealthcare Advisory Partners
Pennsylvania
$2.19M -$45.6K -439 -2%
PK
964
Pflug Koory
Nebraska
$2.18M – – –
KA
965
Klingman & Associates
New York
$2.18M -$31.6K -304 -2%
BP
966
Ballentine Partners
Massachusetts
$2.18M +$95.2K +917 +5%
AFP
967
Ausdal Financial Partners
Iowa
$2.17M -$44.7K -430 -2%
BAM
968
Belpointe Asset Management
Nevada
$2.15M -$554K -5,338 -22%
BWM
969
Buckley Wealth Management
Nevada
$2.15M -$276K -2,655 -13%
SWM
970
Spire Wealth Management
Virginia
$2.13M -$56.6K -545 -3%
FC
971
Fusion Capital
South Carolina
$2.13M +$10.9K +105 +0.6%
CRM
972
Cramer Rosenthal McGlynn
Connecticut
$2.13M -$225K -2,168 -11%
SW
973
SlateStone Wealth
Florida
$2.12M – – –
HIP
974
HUB Investment Partners
Texas
$2.12M +$1.88M +18,137 New
MA
975
Mutual Advisors
Nebraska
$2.11M +$3.43K +33 +0.2%
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