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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1151
Icon Wealth Partners
Texas
$296K +$309K +6,306 New
FCP
1152
Fidelis Capital Partners
Florida
$295K -$21K -428 -6%
SF
1153
Summit Financial
New Jersey
$295K -$79.1K -1,611 -20%
SSG
1154
Summit Securities Group
New York
$295K -$1.94M -39,560 -86%
DWM
1155
Dorchester Wealth Management
Quebec, Canada
$295K -$118K -2,400 -28%
AWM
1156
Ameliora Wealth Management
Switzerland
$294K +$254K +5,175 +475%
CA
1157
Continuum Advisory
Idaho
$293K +$7.85K +160 +3%
VFA
1158
Voya Financial Advisors
Connecticut
$293K +$14K +286 +5%
CIA
1159
Cladis Investment Advisory
Montana
$292K +$73.6K +1,500 +32%
MSFS
1160
Main Street Financial Solutions
Pennsylvania
$292K -$7.75K -158 -2%
BJL
1161
Brighton Jones LLC
Washington
$291K +$71.6K +1,459 +31%
XSC
1162
X-Square Capital
Puerto Rico
$290K +$11.1K +226 +4%
SIC
1163
Samalin Investment Counsel
New York
$290K -$8.93K -182 -3%
TCOT
1164
Trust Company of Toledo
Ohio
$289K -$10.1K -205 -3%
PCFFS
1165
Pacific Center for Financial Services
California
$288K +$302K +6,150 New
SIG
1166
Sargent Investment Group
Maryland
$288K +$3.68K +75 +1%
MWM
1167
Modera Wealth Management
New Jersey
$288K +$7.8K +159 +3%
BOPW
1168
Brandywine Oak Private Wealth
Pennsylvania
$288K -$6.67K -136 -2%
RIA
1169
Richwood Investment Advisors
Ohio
$288K +$4.91K +100 +2%
SWM
1170
Sugarloaf Wealth Management
Georgia
$287K +$180K +3,658 +148%
MW
1171
Marcum Wealth
Ohio
$287K +$300K +6,110 New
BCG
1172
Breakwater Capital Group
New Jersey
$286K +$5.84K +119 +2%
RCM
1173
Requisite Capital Management
Texas
$285K – – –
CCWM
1174
Cassaday & Co Wealth Management
Virginia
$285K +$5.79K +118 +2%
IC
1175
Inscription Capital
Texas
$284K +$297K +6,047 New
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