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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1251
Stokes Family Office
Louisiana
$227K +$238K +4,848 New
PIA
1252
Perennial Investment Advisors
California
$226K -$4.47K -91 -2%
FM
1253
Foster & Motley
Ohio
$226K -$9.42K -192 -4%
LCS
1254
Levin Capital Strategies
New York
$226K +$236K +4,815 New
LWM
1255
Laidlaw Wealth Management
New York
$224K +$196 +4 +0.1%
IAIM
1256
Industrial Alliance Investment Management
Quebec, Canada
$220K +$230K +4,682 New
ESB
1257
Essex Savings Bank
Connecticut
$218K +$228K +4,647 New
NFP
1258
NorthLanding Financial Partners
New York
$218K +$228K +4,639 New
IIA
1259
IPG Investment Advisors
California
$217K -$7.31K -149 -3%
KF
1260
Krilogy Financial
Missouri
$217K -$12.2K -249 -5%
LAM
1261
L2 Asset Management
Massachusetts
$217K +$9.72K +198 +4%
SWA
1262
Sightline Wealth Advisors
Connecticut
$216K -$2.85K -58 -1%
EWM
1263
Evercore Wealth Management
New York
$214K +$224K +4,560 New
GFG
1264
Goldstone Financial Group
Illinois
$213K +$223K +4,552 New
CDH
1265
Charles D. Hyman
$213K
TFO
1266
Tarbox Family Office
California
$211K +$1.82K +37 +0.8%
AC
1267
Almitas Capital
California
$211K
GWCM
1268
Godshalk Welsh Capital Management
Pennsylvania
$211K +$221K +4,500 New
GI
1269
GS Investments
Minnesota
$211K
CWP
1270
Cyndeo Wealth Partners
Florida
$211K +$220K +4,492 New
PBO
1271
Peoples Bank (Ohio)
Ohio
$210K
MA
1272
MONECO Advisors
Connecticut
$210K -$87.3K -1,778 -28%
AC
1273
Allstate Corporation
Illinois
$209K -$3.51M -71,536 -94%
GC
1274
Gilbert & Cook
Iowa
$208K +$218K +4,433 New
AA
1275
Apriem Advisors
California
$207K -$10.4K -211 -5%