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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Shikiar Asset Management
New York
$928K +$50.5K +750 +6%
GL
1027
Graypoint LLC
New York
$928K +$142K +2,100 +19%
GLA
1028
Good Life Advisors
Pennsylvania
$921K -$153K -2,274 -15%
FSA
1029
Fort Sheridan Advisors
Illinois
$916K -$11.5K -170 -1%
SG
1030
StoneX Group
New York
$909K +$870K +12,909 New
GIM
1031
Guardian Investment Management
California
$907K -$142K -2,100 -14%
BWM
1032
BKM Wealth Management
Wisconsin
$906K -$12.6K -187 -1%
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$905K -$26.9K -399 -3%
CFO
1034
Callan Family Office
Pennsylvania
$897K +$859K +12,745 New
HCM
1035
Harvey Capital Management
Florida
$894K +$856K +12,700 New
CWP
1036
Concord Wealth Partners
Virginia
$894K +$108K +1,606 +14%
SWM
1037
SeaCrest Wealth Management
New York
$891K +$13.7K +203 +2%
HTC
1038
Haverford Trust Company
Pennsylvania
$890K -$17.7K -263 -2%
NP
1039
Nilsine Partners
Colorado
$889K +$28.9K +429 +4%
SWP
1040
Sagespring Wealth Partners
Tennessee
$887K +$849K +12,595 New
JWCA
1041
J.W. Cole Advisors
Florida
$887K +$208K +3,086 +32%
UB
1042
Umpqua Bank
Oregon
$886K -$558K -8,275 -41%
JSSH
1043
J. Safra Sarasin Holding
$880K – – –
FB
1044
Fulton Bank
Pennsylvania
$880K -$118K -1,745 -12%
MCM
1045
Manchester Capital Management
Vermont
$877K – – –
CC
1046
Centiva Capital
New York
$876K -$2.7M -40,020 -76%
DAS
1047
Diversify Advisory Services
Utah
$873K +$15.2K +225 +2%
AAP
1048
Arax Advisory Partners
Colorado
$871K +$481K +7,133 +136%
RS
1049
R Squared
Hong Kong
$865K +$828K +12,290 New
LCM
1050
Lazari Capital Management
California
$864K -$24.3K -361 -3%
40 41
42
43 44