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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1101
Sage Mountain Advisors
Georgia
$751K +$83.9K +1,245 +13%
GWM
1102
Gibbs Wealth Management
Georgia
$751K +$126K +1,869 +21%
AWA
1103
Aaron Wealth Advisors
Illinois
$750K +$59.7K +886 +9%
FFN
1104
Focus Financial Network
Minnesota
$748K +$306K +4,539 +75%
GG
1105
Gleason Group
Kentucky
$746K +$5.8K +86 +0.8%
MAWA
1106
Moss Adams Wealth Advisors
Washington
$745K -$27.9K -414 -4%
SC
1107
Steph & Co
Wisconsin
$744K -$22.2K -330 -3%
IRC
1108
Investors Research Corp
Georgia
$743K +$67 +1 +0%
IBOK
1109
Independence Bank of Kentucky
Kentucky
$743K +$146K +2,160 +26%
DO
1110
denkapparat Operations
Germany
$742K +$710K +10,538 New
HCM
1111
Hollencrest Capital Management
California
$740K – – –
PA
1112
Procyon Advisors
Connecticut
$737K -$2.65M -39,298 -79%
KA
1113
KDT Advisors
New York
$732K +$701K +10,400 New
WIM
1114
Westside Investment Management
California
$728K -$10.1K -150 -1%
TCWA
1115
Turtle Creek Wealth Advisors
Texas
$728K +$67.8K +1,006 +11%
IWM
1116
IHT Wealth Management
Illinois
$727K -$511K -7,577 -42%
FDS
1117
First Dallas Securities
Texas
$723K +$33.9K +503 +5%
AIA
1118
Affinity Investment Advisors
California
$723K -$163K -2,422 -19%
MFA
1119
Mayflower Financial Advisors
Massachusetts
$720K +$13.9K +206 +2%
VSQM
1120
V-Square Quantitative Management
Illinois
$713K -$90.4K -1,341 -12%
ARA
1121
Alexander Randolph Advisory
Virginia
$706K -$88K -1,305 -12%
RPCONE
1122
Retirement Planning Company of New England
Rhode Island
$705K -$3.84K -57 -0.6%
CWM
1123
Cornerstone Wealth Management
Missouri
$704K +$197K +2,925 +41%
LWL
1124
Leo Wealth LLC
Texas
$704K +$5.05K +75 +0.8%
GCM
1125
Greenland Capital Management
New York
$704K +$674K +10,000 New
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