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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
SP Asset Management
California
$488K +$3.4K +46 +0.6%
BJL
1152
Brighton Jones LLC
Washington
$487K +$80.1K +1,082 +19%
MW
1153
Marcum Wealth
Ohio
$483K -$2K -27 -0.4%
NW
1154
NewEdge Wealth
Pennsylvania
$481K +$281K +3,803 +127%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$480K -$44.4K -600 -8%
HA
1156
HYA Advisors
Missouri
$479K -$5.99K -81 -1%
KPW
1157
Kore Private Wealth
New York
$478K -$219K -2,954 -30%
SIM
1158
Sentry Investment Management
Wisconsin
$474K -$558K -7,536 -53%
GA
1159
Geller Advisors
New York
$474K -$21.9K -296 -4%
FFA
1160
First Foundation Advisors
California
$474K +$73.5K +993 +17%
MWM
1161
Mission Wealth Management
California
$473K -$55.9K -756 -10%
AFP
1162
Ausdal Financial Partners
Iowa
$473K +$123K +1,656 +33%
SCA
1163
Stillwater Capital Advisors
Pennsylvania
$470K -$461K -6,232 -48%
LJAC
1164
L.J. Altfest & Co
New York
$468K -$4.81K -65 -1%
GIA
1165
Gladstone Institutional Advisory
Florida
$468K +$234K +3,159 +91%
EN1L
1166
Engine No 1 LLC
California
$467K +$488K +6,602 New
CCWA
1167
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$465K +$487K +6,576 New
PAMP
1168
Polar Asset Management Partners
Ontario, Canada
$463K +$484K +6,541 New
GSIS
1169
Global Strategic Investment Solutions
Arizona
$461K +$3.03K +41 +0.6%
LAM
1170
Lingohr Asset Management
Germany
$460K – – –
WW
1171
Waterfront Wealth
Kansas
$460K +$74 +1 +0%
GG
1172
Golden Green
South Carolina
$459K -$5.11K -69 -1%
JF
1173
Jump Financial
Illinois
$458K -$109K -1,470 -18%
GM
1174
GeoWealth Management
Illinois
$457K +$70.4K +951 +17%
TWA
1175
TCI Wealth Advisors
Arizona
$456K +$347K +4,694 +268%
45 46
47
48 49