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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1151
Voya Financial Advisors
Connecticut
$301K +$7.45K +159 +3%
BCG
1152
Breakwater Capital Group
New Jersey
$301K +$21.1K +451 +7%
LJAC
1153
L.J. Altfest & Co
New York
$301K +$8.99K +192 +3%
BBI
1154
Baxter Bros Inc
Connecticut
$300K -$33.3K -711 -10%
SCM
1155
Shapiro Capital Management
Georgia
$300K – – –
NFA
1156
Northern Financial Advisors
Michigan
$300K +$67.7K +1,446 +29%
MG
1157
Mather Group
Illinois
$299K +$304K +6,501 New
BWG
1158
Beta Wealth Group
California
$299K +$32.8K +700 +12%
FC
1159
Fusion Capital
South Carolina
$297K +$5.9K +126 +2%
JWM
1160
Jeppson Wealth Management
California
$296K +$2.86K +61 +1%
MFS
1161
Mirabella Financial Services
United Kingdom
$295K +$300K +6,415 New
MSFS
1162
Main Street Financial Solutions
Pennsylvania
$295K +$9.09K +194 +3%
CL
1163
COWA LLC
Oklahoma
$295K – – –
WMP
1164
Wealth Management Partners
Arizona
$295K -$5.39K -115 -2%
EHWM
1165
Eads & Heald Wealth Management
Georgia
$294K -$27K -576 -8%
SIM
1166
Seaview Investment Managers
Florida
$293K -$17.1K -365 -5%
CSA
1167
Cottage Street Advisors
Massachusetts
$293K -$18.6K -398 -6%
SIG
1168
Sargent Investment Group
Maryland
$291K +$6.79K +145 +2%
AWM
1169
Ameliora Wealth Management
Switzerland
$288K – – –
SAM
1170
Seelaus Asset Management
New Jersey
$288K – – –
GI
1171
Gradient Investments
Minnesota
$288K +$93.3K +1,991 +47%
IWP
1172
Icon Wealth Partners
Texas
$287K -$3.28K -70 -1%
AWAG
1173
ARS Wealth Advisors Group
Florida
$287K -$203K -4,324 -41%
XSC
1174
X-Square Capital
Puerto Rico
$287K +$2.25K +48 +0.8%
CIA
1175
Cladis Investment Advisory
Montana
$287K – – –
45 46
47
48 49