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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1126
Eagle Global Advisors
Texas
$542K +$1.68K +24 +0.3%
AIM
1127
Aspen Investment Management
Michigan
$535K -$10.5K -150 -2%
IA
1128
Insight Advisors
Pennsylvania
$535K +$16.3K +233 +3%
WFI
1129
West Family Investments
California
$535K +$98.4K +1,407 +23%
FC
1130
Fulcrum Capital
Washington
$534K – – –
BCA
1131
Berman Capital Advisors
Georgia
$534K +$188K +2,683 +54%
TFCP
1132
Twin Focus Capital Partners
Massachusetts
$533K – – –
QCG
1133
Quadrant Capital Group
Ohio
$528K +$35.4K +507 +7%
BHBT
1134
Burke & Herbert Bank & Trust
Virginia
$524K – – –
NW
1135
NewEdge Wealth
Pennsylvania
$520K +$42.6K +609 +9%
WA
1136
Waverly Advisors
Alabama
$514K – – –
IWM
1137
IHT Wealth Management
Illinois
$512K -$68.7K -983 -12%
STA
1138
Summit Trail Advisors
New York
$512K +$16K +229 +3%
ICG
1139
InterOcean Capital Group
Tennessee
$512K +$21K +300 +4%
GSIS
1140
Global Strategic Investment Solutions
Arizona
$509K +$52.1K +745 +11%
JIC
1141
Johnson Investment Counsel
Ohio
$507K +$17.1K +244 +3%
FNC
1142
First National Corp
Massachusetts
$507K +$231K +3,302 +84%
TA
1143
Tiedemann Advisors
New York
$506K -$209K -2,997 -29%
FMLI
1144
Fukoku Mutual Life Insurance
Japan
$505K +$28.7K +410 +6%
JIP
1145
Jaffetilchin Investment Partners
Florida
$505K +$93.9K +1,344 +23%
SAM
1146
SP Asset Management
California
$503K -$1.19K -17 -0.2%
PWM
1147
Prentice Wealth Management
New York
$502K +$2.1K +30 +0.4%
SOW
1148
State of Wyoming
Wyoming
$500K -$23.8K -341 -5%
PAM
1149
Paradigm Asset Management
New York
$498K -$62.9K -900 -11%
KFA
1150
Kelleher Financial Advisors
New York
$497K -$7.9K -113 -2%
44 45
46
47 48