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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
XSC
1101
X-Square Capital
Puerto Rico
$287K
PWMG
1102
Prestige Wealth Management Group
New Jersey
$285K +$210K +4,793 +225%
FMLI
1103
Fukoku Mutual Life Insurance
Japan
$284K
SIM
1104
Seaview Investment Managers
Florida
$284K +$23.8K +542 +9%
APW
1105
Aurora Private Wealth
New Jersey
$284K -$351 -8 -0.1%
NFA
1106
Northern Financial Advisors
Michigan
$283K +$16.8K +382 +6%
CBTWT
1107
Community Bank & Trust (Waco, Texas)
Texas
$283K +$38.1K +869 +15%
1IA
1108
1834 Investment Advisors
Wisconsin
$283K +$30.7K +700 +11%
BHBT
1109
Burke & Herbert Bank & Trust
Virginia
$282K
BI
1110
Bramshill Investments
Florida
$281K +$299K +6,820 New
TFA
1111
Transamerica Financial Advisors
Florida
$280K +$6.36K +145 +2%
BWG
1112
Beta Wealth Group
California
$280K +$13.4K +305 +5%
NA
1113
Navellier & Associates
Nevada
$280K +$96.5K +2,198 +48%
JCM
1114
Janney Capital Management
Pennsylvania
$279K +$8.95K +204 +3%
BJL
1115
Brighton Jones LLC
Washington
$279K -$71.5K -1,630 -19%
KFA
1116
Kelleher Financial Advisors
New York
$278K -$15.8K -359 -5%
PI
1117
PFG Investments
New York
$278K -$64.4K -1,467 -18%
IC
1118
Inscription Capital
Texas
$277K +$41.2K +938 +16%
IA
1119
Insight Advisors
Pennsylvania
$277K -$1.7M -38,758 -85%
CWM
1120
Circle Wealth Management
New Jersey
$274K -$240K -5,473 -45%
ISWM
1121
Independent Solutions Wealth Management
New York
$274K +$292K +6,663 New
SMA
1122
Seven Mile Advisory
New Jersey
$274K -$25.9K -591 -8%
PWMG
1123
Provence Wealth Management Group
California
$274K -$62.2K -1,418 -18%
VFA
1124
Voya Financial Advisors
Connecticut
$273K +$5.44K +124 +2%
AF
1125
Advisornet Financial
Minnesota
$272K -$79.9K -1,821 -22%