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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
1101
Reynders McVeigh Capital Management
Massachusetts
$775K – – –
CWM
1102
Cornerstone Wealth Management
Missouri
$775K +$5.99K +81 +0.8%
FMLI
1103
Fukoku Mutual Life Insurance
Japan
$773K +$103K +1,400 +17%
QPWM
1104
Quadrant Private Wealth Management
Pennsylvania
$771K +$2.73K +37 +0.4%
BWP
1105
BSW Wealth Partners
Colorado
$771K +$57.5K +778 +9%
BI
1106
Bramshill Investments
Florida
$768K -$10.9K -147 -2%
MA
1107
MONECO Advisors
Connecticut
$768K – – –
BPCE
1108
Bank Pictet & Cie (Europe)
Germany
$767K -$390K -5,281 -35%
RIA
1109
Realta Investment Advisors
Delaware
$763K +$107K +1,442 +17%
BRWM
1110
B. Riley Wealth Management
Tennessee
$760K +$7.68K +104 +1%
OFS
1111
OneAscent Financial Services
Alabama
$759K +$702K +9,504 New
OWA
1112
One Wealth Advisors
California
$758K -$10.3K -140 -1%
AF
1113
Alerus Financial
North Dakota
$756K -$26.6K -360 -4%
CAW
1114
Cornerstone Advisors (Washington)
Washington
$756K +$163K +2,212 +31%
RDWM
1115
Red Door Wealth Management
Tennessee
$754K +$680K +9,209 New
BAAM
1116
Baker Avenue Asset Management
California
$753K -$450K -6,094 -39%
KFA
1117
Kelleher Financial Advisors
New York
$751K -$6.8K -92 -1%
ECM
1118
Evergreen Capital Management
Washington
$751K +$142K +1,919 +26%
RMC
1119
Resources Management Corp
Connecticut
$747K +$5.17K +70 +0.8%
PAM
1120
PVG Asset Management
Colorado
$745K -$285K -3,861 -29%
MFG
1121
Magnus Financial Group
New York
$744K +$21.6K +292 +3%
FMWA
1122
Forvis Mazars Wealth Advisors
Missouri
$744K +$70.8K +958 +11%
OPS
1123
Orion Portfolio Solutions
Nebraska
$743K +$687K +9,298 New
PWMG
1124
Prestige Wealth Management Group
New Jersey
$741K -$517 -7 -0.1%
JAFL
1125
Jay A. Fishman Ltd
Michigan
$734K +$276K +3,733 +68%
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