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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
1126
JMAC Enterprises
Pennsylvania
$271K -$4.43K -101 -2%
FFP
1127
FourThought Financial Partners
Florida
$271K -$2.55K -58 -0.9%
HW
1128
Hancock Whitney
Mississippi
$271K -$86.6K -1,974 -23%
WMP
1129
Wealth Management Partners
Arizona
$270K +$7.02K +160 +3%
SFP
1130
Shepherd Financial Partners
Massachusetts
$268K +$43.9K +1,000 +18%
SCM
1131
Shapiro Capital Management
Georgia
$268K – – –
GL
1132
Graypoint LLC
New York
$267K -$94.2K -2,147 -25%
BDWCC
1133
B&D White Capital Company
Texas
$267K +$285K +6,500 New
EIP
1134
Epoch Investment Partners
New York
$266K -$116K -2,654 -29%
GWM
1135
Geneos Wealth Management
Colorado
$266K +$16.9K +386 +6%
CIM
1136
CIM Investment Management
Pennsylvania
$265K -$6.89K -157 -2%
RWA
1137
River Wealth Advisors
Pennsylvania
$264K -$208K -4,731 -42%
CL
1138
COWA LLC
Oklahoma
$263K – – –
CIA
1139
Cladis Investment Advisory
Montana
$263K +$6.98K +159 +3%
CWS
1140
Confluence Wealth Services
Pennsylvania
$262K +$280K +6,370 New
GI
1141
Gradient Investments
Minnesota
$261K +$4.52K +103 +2%
VC
1142
Vicus Capital
Pennsylvania
$260K -$24.1K -549 -8%
AWM
1143
Ameliora Wealth Management
Switzerland
$258K – – –
SAM
1144
Seelaus Asset Management
New Jersey
$257K +$44 +1 +0%
CHJWM
1145
Carlton Hofferkamp & Jenks Wealth Management
Texas
$257K -$24.1K -550 -8%
LJAC
1146
L.J. Altfest & Co
New York
$254K -$15.4K -351 -5%
CSA
1147
Cottage Street Advisors
Massachusetts
$253K -$8.82K -201 -3%
KIA
1148
KCM Investment Advisors
California
$253K -$101K -2,305 -27%
WAG
1149
Wallace Advisory Group
California
$252K -$7.24K -165 -3%
AWM
1150
Accurate Wealth Management
Florida
$252K +$21.9K +499 +9%
44 45
46
47 48