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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
1301
JMAC Enterprises
Pennsylvania
$1.08M – – –
UAML
1302
US Asset Management LLC
Pennsylvania
$1.07M +$4.43K +34 +0.4%
FCCM
1303
First City Capital Management
Georgia
$1.07M – – –
CFP
1304
Catalyst Financial Partners
Massachusetts
$1.07M +$68.1K +523 +7%
TAM
1305
Titleist Asset Management
Texas
$1.07M +$175K +1,345 +21%
NP
1306
NorthRock Partners
Minnesota
$1.07M +$154K +1,186 +18%
NLP
1307
Next Level Private
New York
$1.06M +$6.51K +50 +0.7%
JIC
1308
Joel Isaacson & Co
New York
$1.06M -$12.9K -99 -1%
MW
1309
MBL Wealth
North Carolina
$1.06M +$14.3K +110 +1%
SIA
1310
SeaBridge Investment Advisors
New Jersey
$1.06M +$5.21K +40 +0.5%
FNBOMD
1311
First National Bank of Mount Dora
Florida
$1.06M – – –
CCA
1312
Childress Capital Advisors
Texas
$1.06M -$79.8K -613 -8%
JC
1313
JM2 Capital
Oklahoma
$1.06M +$1.17K +9 +0.1%
GPWA
1314
Gaddis Premier Wealth Advisors
Oklahoma
$1.05M +$48.3K +371 +5%
ACH
1315
ArrowMark Colorado Holdings
Colorado
$1.05M – – –
SSC
1316
Syverson Strege & Co
Iowa
$1.05M -$24.2K -186 -2%
HKAM
1317
Horizon Kinetics Asset Management
New York
$1.05M – – –
TWM
1318
Thrive Wealth Management
Pennsylvania
$1.05M -$66.3K -509 -6%
SW
1319
SMART Wealth
Nebraska
$1.04M +$970K +7,448 New
NP
1320
Nilsine Partners
Colorado
$1.04M +$66.7K +512 +7%
SIC
1321
SJS Investment Consulting
Ohio
$1.04M +$36.6K +281 +4%
AWM
1322
Aviso Wealth Management
Washington
$1.03M -$3.38K -26 -0.4%
TA
1323
TrueWealth Advisors
Alabama
$1.03M +$21.1K +162 +2%
QT
1324
Quantbot Technologies
New York
$1.03M -$3.88M -29,837 -80%
BFS
1325
Bradley Foster & Sargent
Connecticut
$1.03M -$36.3K -279 -4%
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