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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
$691K -$32K -519 -5%
SCM
1027
Schnieders Capital Management
California
$687K -$89.4K -1,450 -12%
JFGIW
1028
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$687K +$234K +3,802 +54%
PTC
1029
Private Trust Company
Ohio
$685K +$48.8K +791 +8%
PCS
1030
Personal CFO Solutions
New Jersey
$685K -$53.3K -865 -7%
SWM
1031
Spire Wealth Management
Virginia
$683K -$24.8K -402 -4%
FHA
1032
Flagship Harbor Advisors
Massachusetts
$681K -$48.8K -791 -7%
BCM
1033
Bridgeway Capital Management
Texas
$680K -$1.81M -29,400 -73%
BHB
1034
Bank Hapoalim BM
Israel
$679K -$193K -3,132 -23%
CWP
1035
Concord Wealth Partners
Virginia
$677K -$53.1K -862 -7%
BSW
1036
Buckingham Strategic Wealth
Missouri
$676K +$181K +2,942 +38%
BBHC
1037
Brown Brothers Harriman & Co
New York
$674K +$353K +5,724 +117%
LWL
1038
Leo Wealth LLC
Texas
$674K -$85.8K -1,392 -12%
GM
1039
GeoWealth Management
Illinois
$674K +$114K +1,850 +21%
AWM
1040
Aviso Wealth Management
Washington
$672K -$56.9K -923 -8%
CA
1041
Claro Advisors
Massachusetts
$672K +$63.4K +1,029 +11%
TCWA
1042
Turtle Creek Wealth Advisors
Texas
$671K +$33.5K +543 +5%
WIM
1043
Westside Investment Management
California
$666K -$3.88K -63 -0.6%
WWA
1044
WCG Wealth Advisors
Nevada
$666K +$647K +10,492 New
EWM
1045
Empirical Wealth Management
Washington
$665K +$174K +2,829 +37%
QI
1046
Qtron Investments
Massachusetts
$664K -$130K -2,115 -17%
GG
1047
Gleason Group
Kentucky
$664K +$499K +8,087 +341%
TAM
1048
Titleist Asset Management
Texas
$663K +$1.97K +32 +0.3%
BFEC
1049
Benjamin F. Edwards & Company
Missouri
$660K -$39.6K -642 -6%
DMBA
1050
Deseret Mutual Benefit Administrators
Utah
$657K -$31.4K -509 -5%
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