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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
951
Bluebird Wealth Management
Massachusetts
$2.14M -$441K -3,876 -17%
SRA
952
Secured Retirement Advisors
Minnesota
$2.13M +$292K +2,567 +16%
BTI
953
Blue Trust Inc
Georgia
$2.13M +$1.12M +9,832 +110%
PK
954
Pflug Koory
Nebraska
$2.12M – – –
SWM
955
Spire Wealth Management
Virginia
$2.12M +$47.4K +416 +2%
MGIA
956
Matthew Goff Investment Advisor
Texas
$2.11M -$59.4K -522 -3%
AFP
957
Ausdal Financial Partners
Iowa
$2.11M +$569 +5 +0%
TPA
958
Trivium Point Advisory
Connecticut
$2.1M -$68.3K -600 -3%
CIA
959
Choate Investment Advisors
Massachusetts
$2.1M +$1.06M +9,296 +101%
RAM
960
Reflection Asset Management
South Carolina
$2.09M +$1.66M +14,557 +607%
BC
961
Bridgefront Capital
Texas
$2.09M +$2.1M +18,447 New
IUHSA
962
Itau Unibanco Holding S.A.
Brazil
$2.09M +$2.09M +18,338 +25,121%
FC
963
Fusion Capital
South Carolina
$2.08M +$16.1K +141 +0.8%
BAM
964
Belpointe Asset Management
Nevada
$2.08M -$7.17K -63 -0.3%
CAG
965
Crestwood Advisors Group
Massachusetts
$2.07M +$566K +4,972 +37%
KWM
966
Kingsview Wealth Management
Oregon
$2.05M -$93.5K -821 -4%
MHS
967
M Holdings Securities
Oregon
$2.05M -$100K -882 -5%
RRA
968
Round Rock Advisors
Connecticut
$2.04M +$100K +878 +5%
LIM
969
Leavell Investment Management
Alabama
$2.03M -$342K -3,000 -14%
HTC
970
Haverford Trust Company
Pennsylvania
$2.02M +$521K +4,578 +35%
PCG
971
Prosperity Consulting Group
Maryland
$2.01M -$18.4K -162 -0.9%
RMSCM
972
R.M. Sincerbeaux Capital Management
New York
$2.01M – – –
EFS
973
Essex Financial Services
Connecticut
$2.01M +$20.6K +181 +1%
OCA
974
OpenArc Corporate Advisory
Georgia
$2.01M +$364K +3,197 +22%
LCM
975
Laurion Capital Management
New York
$2M -$3.85M -33,843 -66%
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