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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1276
VestGen Advisors
Illinois
$952K -$74.3K -715 -8%
VAG
1277
VisionPoint Advisory Group
Texas
$951K +$21K +202 +3%
AWM
1278
Aviso Wealth Management
Washington
$951K +$47K +453 +6%
Mather Group
1279
Mather Group
Illinois
$950K +$83.9K +808 +11%
GWM
1280
Gibbs Wealth Management
Georgia
$947K -$167K -1,610 -17%
QWP
1281
Quotient Wealth Partners
Texas
$946K +$20.8K +200 +3%
ATC
1282
Adirondack Trust Company
New York
$942K -$5.61K -54 -0.7%
API
1283
Asset Planning Inc
California
$942K – – –
PWM
1284
Proathlete Wealth Management
Florida
$938K +$20.9K +201 +3%
BWP
1285
BSW Wealth Partners
Colorado
$937K -$1.97K -19 -0.2%
BAM
1286
Brave Asset Management
New Jersey
$936K -$104K -1,000 -11%
PPW
1287
Parcion Private Wealth
Washington
$936K +$174K +1,671 +26%
TWPM
1288
Total Wealth Planning & Management
Florida
$935K +$832K +8,009 New
CCG
1289
Coastwise Capital Group
California
$934K -$79.9K -769 -9%
SVWAG
1290
Sound View Wealth Advisors Group
Georgia
$933K -$41.2K -397 -5%
MCF Advisors
1291
MCF Advisors
Kentucky
$918K +$56.5K +544 +7%
CIA
1292
Caerus Investment Advisors
Texas
$916K +$138K +1,327 +20%
SSC
1293
Syverson Strege & Co
Iowa
$916K +$11.9K +115 +1%
Exencial Wealth Advisors
1294
Exencial Wealth Advisors
Oklahoma
$908K +$72K +693 +10%
JE
1295
JMAC Enterprises
Pennsylvania
$899K +$436K +4,200 +120%
RL
1296
Retireful LLC
Michigan
$899K -$6.85K -66 -0.9%
AIM
1297
Advyzon Investment Management
Illinois
$899K +$343K +3,302 +75%
RWC
1298
Rare Wolf Capital
Washington
$897K +$799K +7,691 New
IAMOG
1299
Investors Asset Management of Georgia
Georgia
$897K -$3.63K -35 -0.5%
UAML
1300
US Asset Management LLC
Pennsylvania
$897K -$7.06K -68 -0.9%