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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1251
49 Wealth Management
Texas
$1.03M +$54.2K +522 +6%
SC
1252
SummitTX Capital
Texas
$1.03M +$653K +6,288 +248%
TPI
1253
Trust Point Inc
Wisconsin
$1.03M -$3.53K -34 -0.4%
BMCM
1254
Bryn Mawr Capital Management
Pennsylvania
$1.02M +$28.2K +272 +3%
IP
1255
Intellectus Partners
California
$1.02M +$36.3K +350 +4%
S
1256
Storgate
Texas
$1.02M +$904K +8,704 New
VWA
1257
Visionary Wealth Advisors
Illinois
$1.01M +$519 +5 +0.1%
AIM
1258
Anchor Investment Management
South Carolina
$1.01M -$51.6K -497 -5%
UCB
1259
United Community Bank
South Carolina
$1.01M +$7.27K +70 +0.8%
OFP
1260
OFC Financial Planning
New Jersey
$1.01M +$51.5K +496 +6%
PIA
1261
Powell Investment Advisors
Florida
$1.01M – – –
MIM
1262
Marco Investment Management
Georgia
$1M -$104K -1,000 -10%
CA
1263
Continuum Advisory
Idaho
$999K +$94.2K +907 +12%
LA
1264
LVW Advisors
New York
$997K +$646K +6,222 +268%
DP
1265
Dearborn Partners
Illinois
$994K – – –
BFS
1266
Bradley Foster & Sargent
Connecticut
$990K +$84K +809 +11%
LWL
1267
Leo Wealth LLC
Texas
$985K +$51.5K +496 +6%
CLA
1268
Carnegie Lake Advisors
New Jersey
$979K -$282K -2,715 -24%
DBIA
1269
Dumont & Blake Investment Advisors
New Jersey
$978K +$43K +414 +5%
FAL
1270
Focused Alpha LLC
Colorado
$971K +$864K +8,322 New
SIA
1271
SkyView Investment Advisors
New Jersey
$970K -$61.6K -593 -7%
KIG
1272
Kennedy Investment Group
New Jersey
$965K +$377K +3,627 +78%
TMC
1273
Themes Management Co
Connecticut
$961K +$855K +8,232 New
BHB
1274
Bank Hapoalim BM
Israel
$959K -$22.6K -218 -3%
BFA
1275
Beacon Financial Advisory
Ohio
$957K -$19.3K -186 -2%
49 50
51
52 53