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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
EverSource Wealth Advisors
Alabama
$1.53M +$88K +847 +7%
BLFG
1102
Brian Low Financial Group
Louisiana
$1.53M +$87.9K +846 +7%
IIM
1103
Intact Investment Management
Quebec, Canada
$1.53M -$4.02M -38,700 -75%
JSW
1104
Journey Strategic Wealth
New Jersey
$1.53M +$51.7K +498 +4%
KA
1105
Kovack Advisors
Florida
$1.52M +$810K +7,801 +148%
LS
1106
Livforsakringsbolaget Skandia
Sweden
$1.52M -$72.7K -700 -5%
CM
1107
Capula Management
Cayman Islands
$1.51M +$1.06M +10,207 +379%
MFF
1108
Michels Family Financial
Texas
$1.49M -$56.6K -545 -4%
VCA
1109
Verdence Capital Advisors
Maryland
$1.49M +$145K +1,394 +12%
CWP
1110
Concord Wealth Partners
Virginia
$1.48M +$4.05K +39 +0.3%
FRA
1111
Frank Rimerman Advisors
California
$1.48M -$5.09K -49 -0.4%
FFM
1112
Fisher Funds Management
New Zealand
$1.48M – – –
SW
1113
SVB Wealth
Massachusetts
$1.47M -$70.8K -682 -5%
OIA
1114
Oakmont Investment Advisors
Pennsylvania
$1.47M +$1.31M +12,601 New
SIG
1115
Sargent Investment Group
Maryland
$1.46M +$1.3M +12,513 New
BCM
1116
Birmingham Capital Management
Alabama
$1.46M – – –
JSSH
1117
J. Safra Sarasin Holding
$1.46M – – –
OAM
1118
Ostrum Asset Management
France
$1.46M -$164K -1,575 -11%
OL
1119
Optas LLC
Texas
$1.46M +$782K +7,528 +152%
SAM
1120
Seelaus Asset Management
New Jersey
$1.46M -$15.5K -149 -1%
CRC
1121
Curi RMB Capital
Illinois
$1.45M +$1.05M +10,091 +426%
WW
1122
Waterfront Wealth
Kansas
$1.44M -$962K -9,265 -42%
SFS
1123
Sowell Financial Services
Arkansas
$1.44M +$16.7K +161 +1%
PCS
1124
Personal CFO Solutions
New Jersey
$1.44M +$111K +1,073 +9%
CAMV
1125
Concord Asset Management (Virginia)
Virginia
$1.44M -$5.09K -49 -0.4%
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