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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ALAM
1051
Asahi Life Asset Management
Japan
$601K +$128K +2,300 +32%
WSTAM
1052
Wilbanks Smith & Thomas Asset Management
Virginia
$598K +$3K +54 +0.6%
HSA
1053
HBK Sorce Advisory
Pennsylvania
$597K +$127K +2,278 +32%
KFA
1054
Kelleher Financial Advisors
New York
$594K +$135K +2,427 +35%
TWM
1055
Thrive Wealth Management
Pennsylvania
$593K -$58.6K -1,053 -10%
CSPIA
1056
Cary Street Partners Investment Advisory
Virginia
$590K -$234K -4,214 -31%
CF
1057
Cantor Fitzgerald
New York
$589K -$110K -1,970 -17%
MAWA
1058
Moss Adams Wealth Advisors
Washington
$587K +$517K +9,288 New
MVA
1059
Mount Vernon Associates
Maryland
$586K
SF
1060
Summit Financial
New Jersey
$583K +$81.5K +1,464 +19%
CWM
1061
Cabot Wealth Management
Massachusetts
$581K +$4.79K +86 +0.9%
VLC
1062
Van Leeuwen & Company
New Jersey
$580K -$161K -2,902 -24%
WAM
1063
WNY Asset Management
New York
$574K -$34.4K -619 -6%
TPWM
1064
Twelve Points Wealth Management
Massachusetts
$571K -$37.5K -674 -7%
BAM
1065
Brave Asset Management
New Jersey
$571K
TWP
1066
Tyche Wealth Partners
Texas
$570K +$2.89K +52 +0.6%
KCM
1067
Kathmere Capital Management
Pennsylvania
$569K +$107K +1,920 +27%
RA
1068
RFG Advisory
Alabama
$568K -$26.8K -481 -5%
BWAM
1069
Boyd Watterson Asset Management
Ohio
$566K +$319K +5,730 +178%
MWM
1070
Modera Wealth Management
New Jersey
$564K +$25.3K +455 +5%
PFBT
1071
Parkside Financial Bank & Trust
Missouri
$557K +$39.2K +704 +9%
FIC
1072
FCG Investment Company
Tennessee
$557K +$67.9K +1,220 +16%
ATC
1073
Adirondack Trust Company
New York
$557K -$6.62K -119 -1%
SAM
1074
Steinberg Asset Management
New York
$555K
EWA
1075
Exencial Wealth Advisors
Oklahoma
$555K +$37.7K +678 +8%