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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1001
Avestar Capital
New York
$1.64M +$87.8K +925 +6%
MWPCG
1002
Measured Wealth Private Client Group
New Hampshire
$1.63M -$203K -2,136 -12%
GCM
1003
GKV Capital Management
California
$1.61M +$9.49K +100 +0.6%
PPWP
1004
Premier Path Wealth Partners
New Jersey
$1.61M -$3.32K -35 -0.2%
BAM
1005
Boyar Asset Management
New York
$1.6M -$6.26K -66 -0.4%
CL
1006
CSS LLC
Illinois
$1.6M -$797K -8,400 -35%
WFS
1007
Widmann Financial Services
Maryland
$1.59M -$6.93K -73 -0.5%
SRA
1008
Secured Retirement Advisors
Minnesota
$1.59M +$33.1K +349 +2%
MC
1009
Machina Capital
France
$1.59M -$1.35M -14,230 -48%
GCM
1010
Generation Capital Management
New York
$1.58M -$28.9K -305 -2%
A
1011
AlphaQuest
New York
$1.58M +$472K +4,974 +47%
WCM
1012
Winthrop Capital Management
Indiana
$1.56M +$23.8K +251 +2%
UB
1013
UMB Bank
Missouri
$1.56M -$40.8K -430 -3%
CGL
1014
Clarius Group LLC
Washington
$1.56M -$325K -3,422 -18%
3IP
1015
3Chopt Investment Partners
Virginia
$1.54M -$50.7K -534 -3%
RWM
1016
Riverbend Wealth Management
South Carolina
$1.53M -$1.61K -17 -0.1%
SPC
1017
Sigma Planning Corp
Michigan
$1.53M +$128K +1,346 +10%
RA
1018
Ransom Advisory
Rhode Island
$1.53M -$9.49K -100 -0.7%
IP
1019
Ignite Planners
California
$1.53M -$31.3K -330 -2%
GCM
1020
Glaxis Capital Management
Florida
$1.52M +$1.42M +15,000 New
PDL
1021
Portfolio Design Labs
California
$1.52M +$1.42M +14,962 New
QI
1022
Qtron Investments
Massachusetts
$1.52M – – –
CWA
1023
Consilium Wealth Advisory
Texas
$1.52M -$86.3K -909 -6%
CI
1024
CX Institutional
Indiana
$1.5M -$48.5K -511 -3%
UBG
1025
United Bank (Georgia)
Georgia
$1.5M +$323K +3,400 +30%
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