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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1126
GC Wealth Management RIA
Massachusetts
$486K -$8.57K -139 -2%
RI
1127
Ridgewood Investments
New Jersey
$483K -$34.6K -561 -7%
AG
1128
AlTi Global
New York
$482K +$6.84K +111 +1%
BWP
1129
BSW Wealth Partners
Colorado
$482K -$2.71K -44 -0.6%
AFC
1130
AFT Forsyth & Company
Florida
$482K – – –
MA
1131
MCF Advisors
Kentucky
$481K +$1.11K +18 +0.2%
KIA
1132
KCM Investment Advisors
California
$479K +$6.6K +107 +1%
CWM
1133
Cornerstone Wealth Management
Missouri
$479K -$4.99K -81 -1%
DAM
1134
Delta Asset Management
Tennessee
$479K – – –
CS
1135
Capital Square
Tennessee
$478K – – –
CP
1136
Camelot Portfolios
Ohio
$477K -$271K -4,395 -37%
DM
1137
Diker Management
New York
$477K +$555 +9 +0.1%
BJL
1138
Brighton Jones LLC
Washington
$476K -$36K -584 -7%
JIC
1139
Johnson Investment Counsel
Ohio
$476K -$14.2K -230 -3%
OHWA
1140
Oak Hill Wealth Advisors
Virginia
$475K +$462K +7,490 New
9WM
1141
9258 Wealth Management
Ohio
$474K -$14.6K -236 -3%
MC
1142
Marest Capital
California
$473K +$3.45K +56 +0.8%
OC
1143
Opinicus Capital
Florida
$472K -$3.76K -61 -0.8%
CG
1144
CFO4Life Group
Texas
$471K +$2.71K +44 +0.6%
PRC
1145
Pearl River Capital
Michigan
$470K +$457K +7,408 New
ACM
1146
AlphaStar Capital Management
North Carolina
$466K +$108K +1,744 +31%
PWM
1147
Proathlete Wealth Management
Florida
$465K +$7.95K +129 +2%
KP
1148
Keel Point
Alabama
$465K +$140K +2,266 +40%
FB
1149
First Bancorp
Maine
$465K -$19.4K -314 -4%
LAM
1150
L2 Asset Management
Massachusetts
$464K +$32.1K +521 +8%
44 45
46
47 48