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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1201
Westside Investment Management
California
$1.12M -$57.1K -501 -5%
OWG
1202
Oxford Wealth Group
Florida
$1.12M -$15K -132 -1%
MIFH
1203
Migdal Insurance & Financial Holdings
Israel
$1.11M -$32.5K -285 -3%
WA
1204
Waddell & Associates
Tennessee
$1.11M +$184K +1,616 +20%
DAS
1205
Dynamic Advisor Solutions
Arizona
$1.11M +$48.9K +429 +5%
CWM
1206
Cabot Wealth Management
Massachusetts
$1.1M +$5.92K +52 +0.5%
MFA
1207
Mayflower Financial Advisors
Massachusetts
$1.1M +$1.37K +12 +0.1%
AW
1208
Alteri Wealth
California
$1.09M -$44.2K -388 -4%
RPC
1209
Rossmore Private Capital
Connecticut
$1.08M -$102K -900 -9%
TFA
1210
Transamerica Financial Advisors
Florida
$1.08M +$297K +2,604 +38%
I
1211
INVST
Indiana
$1.08M +$1.08M +9,521 New
IP
1212
Intellectus Partners
California
$1.08M +$91.1K +800 +9%
BSG
1213
Black Swift Group
Colorado
$1.08M – – –
GG
1214
Gleason Group
Kentucky
$1.08M +$5.58K +49 +0.5%
SI
1215
Severin Investments
Missouri
$1.07M -$66.8K -587 -6%
CWWM
1216
Curry Webb Wealth Management
Indiana
$1.07M -$114 -1 -0%
LAM
1217
LECAP Asset Management
United Kingdom
$1.06M +$1.07M +9,387 New
RIM
1218
Redwood Investment Management
Arizona
$1.06M -$2.5K -22 -0.2%
HAM
1219
Harmony Asset Management
Arizona
$1.06M -$5.58K -49 -0.5%
1C
1220
111 Capital
France
$1.06M +$1.06M +9,308 New
AG
1221
AlTi Global
New York
$1.05M +$239K +2,097 +29%
CAG
1222
Csenge Advisory Group
Florida
$1.05M -$41.8K -367 -4%
AWA
1223
Acumen Wealth Advisors
Tennessee
$1.05M +$773K +6,787 +276%
AIM
1224
Advyzon Investment Management
Illinois
$1.05M +$176K +1,545 +20%
NL
1225
NWAM LLC
Washington
$1.04M +$13.8K +121 +1%
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