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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1176
Sargent Investment Group
Maryland
$443K +$1.18K +19 +0.3%
TFA
1177
Transamerica Financial Advisors
Florida
$443K +$94.1K +1,521 +27%
MWM
1178
Modera Wealth Management
New Jersey
$442K -$73.7K -1,191 -14%
CFO
1179
CVA Family Office
Colorado
$440K +$3.52K +57 +0.8%
MGIA
1180
Moneta Group Investment Advisors
Missouri
$439K -$42.3K -684 -9%
KFA
1181
Kelleher Financial Advisors
New York
$436K +$62 +1 +0%
CA
1182
Continuum Advisory
Idaho
$436K +$21K +340 +6%
MFG
1183
Merit Financial Group
Georgia
$436K -$809K -13,078 -65%
SVWAG
1184
Sound View Wealth Advisors Group
Georgia
$435K +$97.9K +1,583 +29%
SFG
1185
SevenBridge Financial Group
Pennsylvania
$434K -$33.1K -535 -8%
WMP
1186
Wealth Management Partners
Arizona
$434K +$429K +6,934 New
9WM
1187
9258 Wealth Management
Ohio
$432K -$35.2K -570 -8%
SP
1188
Stablepoint Partners
Massachusetts
$431K +$38.8K +628 +10%
WG
1189
Winton Group
United Kingdom
$430K -$523K -8,456 -55%
BHBT
1190
Burke & Herbert Bank & Trust
Virginia
$429K – – –
PFGIA
1191
Patriot Financial Group Insurance Agency
Massachusetts
$428K -$4.45K -72 -1%
AWM
1192
Aviso Wealth Management
Washington
$427K -$233K -3,769 -36%
CAC
1193
Certified Advisory Corp
Florida
$427K -$17.9K -290 -4%
NLP
1194
Next Level Private
New York
$425K -$58.3K -942 -12%
WCM
1195
Washington Capital Management
Washington
$425K – – –
FLI
1196
Family Legacy Inc
South Carolina
$424K +$27.8K +450 +7%
APW
1197
Aurora Private Wealth
New Jersey
$424K +$2.29K +37 +0.5%
AFPL
1198
Advus Financial Partners, LLC
Florida
$422K -$5.69K -92 -1%
BCWM
1199
Bartlett & Co Wealth Management
Ohio
$420K – – –
DWT
1200
Dorsey & Whitney Trust
South Dakota
$420K +$415K +6,707 New
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