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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1176
Kore Private Wealth
New York
$460K -$14K -200 -3%
CCA
1177
Childress Capital Advisors
Texas
$460K +$76.1K +1,088 +20%
BOPW
1178
Brandywine Oak Private Wealth
Pennsylvania
$458K +$14K +200 +3%
GCP
1179
GSA Capital Partners
United Kingdom
$457K +$455K +6,510 New
LAM
1180
Lingohr Asset Management
Germany
$456K – – –
WW
1181
Waterfront Wealth
Kansas
$453K -$3.42K -49 -0.8%
ECM
1182
Evergreen Capital Management
Washington
$453K +$49.9K +714 +12%
SIM
1183
Stratos Investment Management
Ohio
$453K +$451K +6,449 New
CT
1184
Clearstead Trust
Maine
$450K -$45.8K -655 -9%
CANY
1185
Caxton Associates (New York)
New York
$449K -$48.4K -693 -10%
PP
1186
Professional Planning
California
$448K +$56.5K +809 +14%
GM
1187
GeoWealth Management
Illinois
$447K -$6.36K -91 -1%
IIC
1188
Integrated Investment Consultants
Michigan
$447K +$35.4K +506 +9%
CW
1189
CreativeOne Wealth
Kansas
$446K +$80.1K +1,146 +22%
C
1190
Certuity
Florida
$444K +$442K +6,320 New
ATPW
1191
Ashton Thomas Private Wealth
Arizona
$442K +$440K +6,291 New
GVAG
1192
Great Valley Advisor Group
Delaware
$441K -$587K -8,402 -57%
MWC
1193
MBM Wealth Consultants
Missouri
$441K +$32K +458 +8%
RFN
1194
RDA Financial Network
Iowa
$438K +$5.59K +80 +1%
MSFS
1195
Main Street Financial Solutions
Pennsylvania
$438K +$157K +2,250 +56%
BFPW
1196
BOK Financial Private Wealth
Colorado
$437K +$68.9K +985 +19%
GEA
1197
Glen Eagle Advisors
New Jersey
$435K – – –
APW
1198
Aurora Private Wealth
New Jersey
$434K -$101K -1,451 -19%
SW
1199
SlateStone Wealth
Florida
$434K +$10.8K +155 +3%
PCA
1200
Personal Capital Advisors
California
$434K +$32K +458 +8%
46 47
48
49 50