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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1226
L2 Asset Management
Massachusetts
$1.1M +$42.2K +406 +5%
SSWM
1227
Sheets Smith Wealth Management
North Carolina
$1.09M +$11.4K +110 +1%
UWM
1228
Urban Wealth Management
California
$1.09M +$974K +9,381 New
PAP
1229
Persistent Asset Partners
Hong Kong
$1.09M -$209K -2,010 -18%
DAS
1230
Dynamic Advisor Solutions
Arizona
$1.09M -$58.5K -563 -6%
TWM
1231
Thrive Wealth Management
Pennsylvania
$1.08M +$2.49K +24 +0.3%
BWA
1232
BlueChip Wealth Advisors
Georgia
$1.07M +$35.8K +345 +4%
BA
1233
Bridgewater Advisors
New York
$1.07M +$31.9K +307 +3%
CIA
1234
Choate Investment Advisors
Massachusetts
$1.07M +$25.3K +244 +3%
BTD
1235
BankPlus Trust Department
Mississippi
$1.07M +$176K +1,698 +23%
HA
1236
Herold Advisors
New York
$1.07M – – –
DIP
1237
Davis Investment Partners
North Carolina
$1.07M -$12.2K -117 -1%
KP
1238
Keel Point
Alabama
$1.07M -$22.1K -213 -2%
GIM
1239
Guardian Investment Management
California
$1.06M -$37.6K -362 -4%
AI
1240
Arvest Investments
Arkansas
$1.06M +$165K +1,586 +21%
PCM
1241
Polymer Capital Management
New York
$1.06M -$2.02M -19,477 -68%
MCM
1242
Manchester Capital Management
Vermont
$1.05M +$1.97K +19 +0.2%
NL
1243
NWAM LLC
Washington
$1.05M -$19K -183 -2%
BTI
1244
Blue Trust Inc
Georgia
$1.05M +$75.2K +724 +9%
AIM
1245
Avity Investment Management
Connecticut
$1.04M +$926K +8,920 New
MPWT
1246
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$15K +144 +2%
TWP
1247
Tyche Wealth Partners
Texas
$1.03M +$91.8K +884 +11%
WA
1248
Wealth Alliance
New York
$1.03M -$91.4K -880 -9%
CBA
1249
Coastal Bridge Advisors
Connecticut
$1.03M -$3.63K -35 -0.4%
4WM
1250
49 Wealth Management
Texas
$1.03M +$54.2K +522 +6%
48 49
50
51 52