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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1151
MSH Capital Advisors
Arizona
$355K -$4.6K -104 -1%
BLC
1152
Brown, Lisle/Cummings
Rhode Island
$354K -$23.5K -531 -7%
BHBT
1153
Burke & Herbert Bank & Trust
Virginia
$353K
AWS
1154
Aspen Wealth Strategies
Colorado
$353K -$48.2K -1,088 -14%
APW
1155
Aurora Private Wealth
New Jersey
$350K -$5K -113 -2%
WCM
1156
Washington Capital Management
Washington
$349K -$657K -14,850 -69%
PCIG
1157
Partners Capital Investment Group
Massachusetts
$348K +$299K +6,761 New
VAS
1158
Vestmark Advisory Solutions
Massachusetts
$346K +$302K +6,832 New
Cohen & Steers
1159
Cohen & Steers
New York
$345K +$72.5K +1,638 +32%
MPWT
1160
MassMutual Private Wealth & Trust
Connecticut
$344K -$2.5M -56,433 -89%
AF
1161
Advisornet Financial
Minnesota
$344K +$3.06K +69 +1%
CSPAM
1162
Cary Street Partners Asset Management
Virginia
$341K -$1.83M -41,285 -86%
SAM
1163
Seelaus Asset Management
New Jersey
$340K +$15.8K +357 +6%
CL
1164
COWA LLC
Oklahoma
$340K +$8.85K +200 +3%
IDA
1165
Intelligence Driven Advisers
California
$337K +$265K +5,997 New
CIA
1166
Cladis Investment Advisory
Montana
$335K +$5.36K +121 +2%
CIM
1167
CIM Investment Management
Pennsylvania
$332K
CL
1168
Choreo LLC
Illinois
$331K +$285K +6,441 New
SFP
1169
Shepherd Financial Partners
Massachusetts
$330K -$4.34K -98 -2%
FFP
1170
FourThought Financial Partners
Florida
$330K -$7.7K -174 -3%
EWM
1171
Empirical Wealth Management
Washington
$329K +$58.4K +1,319 +26%
WFI
1172
West Family Investments
California
$329K +$283K +6,394 New
BJL
1173
Brighton Jones LLC
Washington
$328K -$17.8K -401 -6%
TCBWMS
1174
Texas Capital Bank Wealth Management Services
Texas
$328K -$442K -9,992 -61%
IA
1175
Insight Advisors
Pennsylvania
$327K -$16.3K -368 -5%