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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1301
Morningstar Investment Management
Illinois
$562K +$478K +6,608 New
WCM
1302
Washington Capital Management
Washington
$562K – – –
AWM
1303
AllSquare Wealth Management
New York
$562K +$249K +3,450 +110%
FIA
1304
FNY Investment Advisers
New York
$560K -$450K -6,226 -49%
CIAS
1305
Capital Investment Advisory Services
North Carolina
$559K +$34.3K +475 +8%
AWE
1306
Avidian Wealth Enterprises
Texas
$557K -$62.5K -865 -12%
TSMHT
1307
Thurston Springer Miller Herd & Titak
Indiana
$554K +$39.9K +552 +9%
SRL
1308
Scientech Research LLC
New Jersey
$552K +$469K +6,483 New
GM
1309
GeoWealth Management
Illinois
$548K -$135K -1,870 -23%
PA
1310
Prossimo Advisors
California
$546K -$17.5K -242 -4%
AG
1311
AlTi Global
New York
$545K +$37.4K +518 +9%
EWM
1312
Elmwood Wealth Management
California
$545K – – –
TAM
1313
Titleist Asset Management
Texas
$544K +$7.45K +103 +2%
PPW
1314
Parcion Private Wealth
Washington
$543K -$92K -1,273 -17%
HBT
1315
Heartland Bank & Trust
Illinois
$542K -$13.6K -188 -3%
BF
1316
BOK Financial
Oklahoma
$541K +$12.3K +170 +3%
CAC
1317
Certified Advisory Corp
Florida
$539K +$651 +9 +0.1%
CA
1318
Continuum Advisory
Idaho
$538K +$18.3K +253 +4%
FLPIM
1319
F.L. Putnam Investment Management
Massachusetts
$536K +$77.8K +1,076 +21%
IVP
1320
Intrinsic Value Partners
Arizona
$534K -$45.6K -631 -9%
NFA
1321
Northern Financial Advisors
Michigan
$532K +$13.7K +189 +3%
LJAC
1322
L.J. Altfest & Co
New York
$530K +$4.84K +67 +1%
BWG
1323
Beta Wealth Group
California
$530K -$79.2K -1,095 -15%
IA
1324
IFG Advisors
Missouri
$528K +$35.1K +485 +8%
FIC
1325
FCG Investment Company
Tennessee
$525K +$446K +6,171 New
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