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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1326
Integrated Wealth Concepts
Massachusetts
$287K +$55.7K +788 +25%
KWM
1327
Kingsview Wealth Management
Oregon
$283K +$278K +3,938 New
NCM
1328
Northside Capital Management
Oregon
$282K – – –
SMFS
1329
Squar Milner Financial Services
California
$281K -$18.5K -261 -6%
CCM
1330
Check Capital Management
California
$280K – – –
BFO
1331
Biltmore Family Office
North Carolina
$276K – – –
LWS
1332
Lucia Wealth Services
California
$274K -$11.7K -166 -4%
TIA
1333
Tiemann Investment Advisors
California
$274K +$7.07K +100 +3%
CFGS
1334
Concourse Financial Group Securities
Alabama
$273K +$269K +3,801 New
KWMG
1335
King Wealth Management Group
Florida
$272K -$28.3K -400 -10%
RWA
1336
River Wealth Advisors
Pennsylvania
$271K -$14.2K -201 -5%
MC
1337
Miles Capital
Iowa
$269K -$204K -2,882 -43%
PWLP
1338
Prio Wealth Limited Partnership
Massachusetts
$269K +$3.61K +51 +1%
BCP
1339
Berkeley Capital Partners
Georgia
$267K +$848 +12 +0.3%
CT
1340
Cambridge Trust
Massachusetts
$267K +$263K +3,719 New
PCA
1341
Personal Capital Advisors
California
$265K -$61K -863 -19%
AWM
1342
Altavista Wealth Management
North Carolina
$265K – – –
RA
1343
RFG Advisory
Alabama
$265K +$37.2K +526 +17%
CPP
1344
Crow Point Partners
Massachusetts
$265K +$262K +3,700 New
TTWM
1345
TCV Trust & Wealth Management
Virginia
$264K -$2.83K -40 -1%
SG
1346
StoneX Group
New York
$262K +$7.85K +111 +3%
ABC
1347
Associated Banc-Corp
Wisconsin
$261K +$257K +3,642 New
RT
1348
Rockland Trust
Massachusetts
$260K -$21.2K -300 -8%
TSS
1349
Two Sigma Securities
New York
$259K -$8.14M -115,192 -97%
BBHC
1350
Brown Brothers Harriman & Co
New York
$259K -$38.9K -550 -13%
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