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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1051
CVA Family Office
Colorado
$401K +$43.5K +928 +12%
AC
1052
AlphaCore Capital
California
$400K -$15.5K -330 -4%
GL
1053
Graypoint LLC
New York
$398K -$26.2K -559 -6%
UAML
1054
US Asset Management LLC
Pennsylvania
$397K -$15.4K -329 -4%
EWA
1055
Exencial Wealth Advisors
Oklahoma
$397K +$98.5K +2,103 +32%
NLP
1056
Next Level Private
New York
$396K +$406K +8,679 New
FIM
1057
Freedom Investment Management
Connecticut
$396K +$197K +4,203 +95%
WSFS
1058
Wilmington Savings Fund Society
Delaware
$396K -$73K -1,559 -15%
MCM
1059
Marathon Capital Management
Maryland
$396K – – –
TPWM
1060
Twelve Points Wealth Management
Massachusetts
$395K +$48.6K +1,038 +14%
HSA
1061
HBK Sorce Advisory
Pennsylvania
$394K -$18.9K -403 -4%
HW
1062
Hancock Whitney
Mississippi
$394K +$32.6K +695 +9%
RPCA
1063
Running Point Capital Advisors
California
$393K +$2.62K +56 +0.7%
GCP
1064
GSA Capital Partners
United Kingdom
$393K +$400K +8,531 New
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$390K +$18.8K +401 +5%
KIA
1066
KCM Investment Advisors
California
$389K -$10.4K -223 -3%
AF
1067
Advisornet Financial
Minnesota
$388K +$1.59K +34 +0.4%
WAM
1068
WNY Asset Management
New York
$388K -$1.41K -30 -0.4%
AWM
1069
Alterna Wealth Management
Texas
$387K – – –
BJL
1070
Brighton Jones LLC
Washington
$387K +$103K +2,191 +35%
BAM
1071
Blueshift Asset Management
New Jersey
$387K +$394K +8,405 New
WA
1072
Wealth Alliance
New York
$384K -$81.9K -1,749 -17%
CIC
1073
Carnegie Investment Counsel
Ohio
$383K -$275K -5,865 -41%
EWM
1074
Elmwood Wealth Management
California
$380K -$5.86K -125 -1%
MFG
1075
Merit Financial Group
Georgia
$379K +$385K +8,227 New
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