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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1001
Stableford Capital II
Arizona
$2.38M -$30.1K -231 -1%
NG
1002
Norden Group
Utah
$2.37M +$58.5K +449 +3%
TCWA
1003
Turtle Creek Wealth Advisors
Texas
$2.36M +$173K +1,331 +9%
PAM
1004
PVG Asset Management
Colorado
$2.35M – – –
BCG
1005
Breakwater Capital Group
New Jersey
$2.35M -$60.9K -468 -3%
CFG
1006
Chapman Financial Group
Hawaii
$2.35M -$6.51K -50 -0.3%
AC
1007
Avestar Capital
New York
$2.34M -$40.2K -309 -2%
BWM
1008
Bluebird Wealth Management
Massachusetts
$2.34M -$280K -2,153 -11%
AWM
1009
Aprio Wealth Management
Georgia
$2.34M +$68.6K +527 +3%
AC
1010
Arjuna Capital
North Carolina
$2.34M -$32.8K -252 -1%
BP
1011
Ballentine Partners
Massachusetts
$2.33M -$79.3K -609 -4%
BAM
1012
Belpointe Asset Management
Nevada
$2.32M -$230K -1,763 -10%
FB
1013
Fulton Bank
Pennsylvania
$2.3M +$547K +4,204 +34%
HGA
1014
Hobbs Group Advisors
South Carolina
$2.3M +$41.5K +319 +2%
MWM
1015
Melfa Wealth Management
Massachusetts
$2.3M -$521 -4 -0%
AWM
1016
Athena Wealth Management
Nevada
$2.29M -$147K -1,128 -6%
CNC
1017
Citizens & Northern Corp
Pennsylvania
$2.29M -$30.6K -235 -1%
CPCM
1018
Cardinal Point Capital Management
Ontario, Canada
$2.29M -$49.7K -382 -2%
WTC
1019
WhitTier Trust Company
Nevada
$2.28M -$283K -2,175 -12%
MC
1020
Machina Capital
France
$2.27M +$2.11M +16,209 New
1C
1021
111 Capital
France
$2.26M +$888K +6,824 +73%
FPW
1022
Flywheel Private Wealth
California
$2.25M – – –
WW
1023
Waterfront Wealth
Kansas
$2.25M -$2.73K -21 -0.1%
SWM
1024
Spire Wealth Management
Virginia
$2.24M -$344K -2,645 -14%
CI
1025
Cigna Investments
Connecticut
$2.24M -$77.3K -594 -4%
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