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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
976
First PREMIER Bank
South Dakota
$843K +$16.6K +225 +2%
AIM
977
Anchor Investment Management
South Carolina
$835K +$21.3K +288 +3%
SFG
978
SevenBridge Financial Group
Pennsylvania
$833K -$25.4K -343 -3%
CC
979
Claybrook Capital
Massachusetts
$833K +$871K +11,776 New
GPFA
980
Game Plan Financial Advisors
Ohio
$828K +$86.9K +1,175 +11%
CPO
981
Cerity Partners OCIO
New York
$827K +$73K +986 +9%
LWMM
982
Legacy Wealth Management (Mississippi)
Mississippi
$825K -$11.1K -150 -1%
RIA
983
Realta Investment Advisors
Delaware
$824K +$7.84K +106 +0.9%
SCI
984
Stableford Capital II
Arizona
$820K +$61.6K +832 +8%
IA
985
IFP Advisors
Florida
$818K -$86.2K -1,165 -9%
HNB
986
Huntington National Bank
Ohio
$817K +$37.6K +508 +5%
CWM
987
Circle Wealth Management
New Jersey
$815K -$93.4K -1,262 -10%
CAN
988
Claraphi Advisory Network
United States
$811K -$3.85K -52 -0.5%
PIM
989
Perpetual Investment Management
Australia
$805K -$15.2K -206 -2%
S
990
SignatureFD
Georgia
$804K +$110K +1,489 +15%
BSW
991
Buckingham Strategic Wealth
Missouri
$802K +$299K +4,041 +55%
SIG
992
Sargent Investment Group
Maryland
$797K +$53.4K +722 +7%
CAC
993
Certified Advisory Corp
Florida
$795K +$2.07K +28 +0.2%
AG
994
AlphaSimPlex Group
Massachusetts
$792K – – –
TWP
995
Tempus Wealth Planning
California
$792K +$63.6K +859 +8%
CHJWM
996
Carlton Hofferkamp & Jenks Wealth Management
Texas
$788K +$35.1K +475 +4%
RIL
997
Rothschild Investment LLC
Illinois
$785K +$26.8K +362 +3%
EWM
998
Evercore Wealth Management
New York
$780K -$83K -1,122 -9%
GIM
999
Guild Investment Management
California
$778K +$814K +11,000 New
TW
1000
TrinityPoint Wealth
Connecticut
$776K +$67.2K +908 +9%
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40
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