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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1251
Tyche Wealth Partners
Texas
$808K +$1.52K +16 +0.2%
VAG
1252
VisionPoint Advisory Group
Texas
$807K +$9.68K +102 +1%
LWL
1253
Leo Wealth LLC
Texas
$807K -$268K -2,824 -26%
WIM
1254
WealthPlan Investment Management
Nebraska
$806K +$54.6K +575 +8%
FPB
1255
First PREMIER Bank
South Dakota
$804K -$21.1K -222 -3%
QWP
1256
Quotient Wealth Partners
Texas
$802K +$22.4K +236 +3%
FHA
1257
Flagship Harbor Advisors
Massachusetts
$802K -$43.2K -455 -5%
PWM
1258
Proathlete Wealth Management
Florida
$795K +$20.5K +216 +3%
HI
1259
Humankind Investments
New York
$794K -$141K -1,481 -16%
FCCM
1260
First City Capital Management
Georgia
$788K -$5.22K -55 -0.7%
UAML
1261
US Asset Management LLC
Pennsylvania
$787K -$3.23K -34 -0.4%
WSFS
1262
Wilmington Savings Fund Society
Delaware
$787K -$3.95M -41,587 -84%
RL
1263
Retireful LLC
Michigan
$785K +$734K +7,733 New
SSC
1264
Syverson Strege & Co
Iowa
$785K -$121K -1,276 -14%
PCM
1265
Perritt Capital Management
Illinois
$784K -$7.02K -74 -0.9%
IAMOG
1266
Investors Asset Management of Georgia
Georgia
$784K – – –
AWM
1267
Aviso Wealth Management
Washington
$781K +$73.7K +777 +11%
KCP
1268
Kera Capital Partners
California
$780K -$3.04K -32 -0.4%
BFS
1269
Bradley Foster & Sargent
Connecticut
$779K -$15.9K -168 -2%
AAIS
1270
ABN AMRO Investment Solutions
$777K +$727K +7,659 New
CA
1271
Continuum Advisory
Idaho
$777K +$126K +1,328 +21%
OWA
1272
One Wealth Advisors
California
$775K -$7.59K -80 -1%
SIA
1273
SeaBridge Investment Advisors
New Jersey
$773K – – –
JWM
1274
Jeppson Wealth Management
California
$772K +$949 +10 +0.1%
GC
1275
Grimes & Company
Massachusetts
$770K +$391K +4,116 +119%
49 50
51
52 53