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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1001
Ethos Capital Management
Pennsylvania
$1.88M +$287K +2,520 +18%
NG
1002
Norden Group
Utah
$1.87M -$45.9K -403 -2%
WIS
1003
Wright Investors Service
Connecticut
$1.87M -$33.1K -291 -2%
MWM
1004
Melfa Wealth Management
Massachusetts
$1.86M +$456 +4 +0%
IBOK
1005
Independence Bank of Kentucky
Kentucky
$1.86M -$38.6K -339 -2%
VCA
1006
Verdence Capital Advisors
Maryland
$1.85M +$407K +3,578 +28%
AC
1007
AXQ Capital
New Jersey
$1.83M +$1.84M +16,179 New
AWM
1008
Aprio Wealth Management
Georgia
$1.83M +$272K +2,390 +17%
HGA
1009
Hobbs Group Advisors
South Carolina
$1.83M +$60.6K +532 +3%
CRM
1010
Cramer Rosenthal McGlynn
Connecticut
$1.83M -$241K -2,112 -12%
FPW
1011
Flywheel Private Wealth
California
$1.83M +$1.83M +16,100 New
UBG
1012
United Bank (Georgia)
Georgia
$1.82M +$26.4K +232 +1%
SAM
1013
Smithbridge Asset Management
Pennsylvania
$1.82M +$1.57M +13,804 +613%
DWM
1014
Dakota Wealth Management
Florida
$1.82M +$195K +1,714 +12%
WW
1015
Waterfront Wealth
Kansas
$1.81M +$388K +3,411 +27%
PA
1016
Profund Advisors
Maryland
$1.81M -$428K -3,755 -19%
B
1017
Birchbrook
Maine
$1.81M -$76.4K -671 -4%
EWA
1018
EverSource Wealth Advisors
Alabama
$1.8M +$314K +2,760 +21%
EW
1019
Evoke Wealth
California
$1.79M +$203K +1,787 +13%
SW
1020
SlateStone Wealth
Florida
$1.78M -$279K -2,448 -13%
GCM
1021
Generation Capital Management
New York
$1.78M +$3.99K +35 +0.2%
WCM
1022
Winthrop Capital Management
Indiana
$1.78M +$93.8K +824 +6%
KWA
1023
Kingswood Wealth Advisors
California
$1.78M +$56.1K +493 +3%
TCA
1024
Transcend Capital Advisors
New Jersey
$1.76M -$272K -2,388 -13%
AAS
1025
Ameritas Advisory Services
Nebraska
$1.76M -$14.2K -125 -0.8%
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