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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1126
Twin Focus Capital Partners
Massachusetts
$597K +$153K +2,300 +30%
RHAM
1127
Round Hill Asset Management
California
$593K -$12.6K -190 -2%
TPWA
1128
TRUE Private Wealth Advisors
Oregon
$593K +$38.8K +583 +6%
WMG
1129
WESCAP Management Group
California
$590K -$118K -1,773 -15%
AB
1130
Atlas Brown
Kentucky
$590K +$282K +4,234 +77%
TW
1131
Transform Wealth
Colorado
$586K -$7.35M -110,467 -92%
1WA
1132
180 Wealth Advisors
Washington
$586K -$46.3K -696 -7%
CCM
1133
Chiron Capital Management
Florida
$586K +$645K +9,707 New
CFGS
1134
Concourse Financial Group Securities
Alabama
$583K +$72.5K +1,090 +13%
HIA
1135
Harbor Investment Advisory
Maryland
$582K -$18.6K -280 -3%
CBB
1136
Citizens Business Bank
California
$582K +$102K +1,534 +19%
IAMOG
1137
Investors Asset Management of Georgia
Georgia
$581K +$8.31K +125 +1%
S
1138
Seeyond
France
$580K -$7.71K -116 -1%
TCOV
1139
Trust Company of Vermont
Vermont
$580K +$87.5K +1,316 +16%
HW
1140
Hancock Whitney
Mississippi
$579K -$719K -10,809 -53%
WANY
1141
Wealthspire Advisors (New York)
New York
$577K -$358K -5,388 -36%
IWP
1142
Icon Wealth Partners
Texas
$576K -$335K -5,040 -35%
KIA
1143
KCM Investment Advisors
California
$576K +$2.99K +45 +0.5%
BC
1144
Bridgefront Capital
Texas
$576K +$110K +1,652 +21%
9WM
1145
9258 Wealth Management
Ohio
$574K -$39.5K -594 -6%
FFA
1146
Founders Financial Alliance
North Carolina
$573K -$22.5K -338 -3%
CA
1147
Clearstead Advisors
Ohio
$569K -$67.4K -1,013 -10%
SFA
1148
Sequoia Financial Advisors
Ohio
$569K +$626K +9,420 New
V
1149
VeraBank
Texas
$568K -$94.3K -1,419 -13%
PCS
1150
Personal CFO Solutions
New Jersey
$558K -$7.38K -111 -1%
44 45
46
47 48