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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1326
Griffin Asset Management
New York
$314K +$38.9K +583 +16%
MWPCG
1327
Measured Wealth Private Client Group
New Hampshire
$314K +$288K +4,311 New
AI
1328
AXS Investments
New York
$314K +$289K +4,322 New
AWMT
1329
AAFMAA Wealth Management & Trust
North Carolina
$313K -$3.05M -45,690 -91%
WA
1330
Waverly Advisors
Alabama
$313K +$274K +4,111 New
MCM
1331
Manchester Capital Management
Vermont
$311K – – –
1832 Asset Management
1332
1832 Asset Management
Ontario, Canada
$308K -$55.2M -826,436 -99%
RPWA
1333
Regent Peak Wealth Advisors
Georgia
$308K +$16.1K +241 +6%
AIC
1334
Ayalon Insurance Company
Israel
$307K -$85.1K -1,275 -23%
PBC
1335
Pavion Blue Capital
California
$307K – – –
DBT
1336
Dubuque Bank & Trust
Iowa
$305K -$14K -209 -5%
SIM
1337
SSI Investment Management
California
$305K -$134 -2 -0%
KOC
1338
Koss-Olinger Consulting
Florida
$305K +$280K +4,193 New
EA
1339
Emerald Advisors
Washington
$303K -$79.6K -1,192 -22%
AssetMark Inc
1340
AssetMark Inc
California
$303K -$16.8K -251 -6%
BMC
1341
Beaton Management Company
Massachusetts
$303K – – –
GLA
1342
Good Life Advisors
Pennsylvania
$302K +$36K +540 +15%
RWB
1343
RMR Wealth Builders
New Jersey
$302K +$63.6K +953 +30%
BA
1344
Bridgewater Advisors
New York
$300K +$269K +4,035 New
RBC
1345
Roble Belko & Company
Pennsylvania
$299K – – –
CL
1346
Choreo LLC
Illinois
$298K +$9.41K +141 +4%
WGAM
1347
Wilkinson Global Asset Management
New York
$297K +$272K +4,080 New
LWP
1348
Legacy Wealth Planning
Nevada
$295K +$10.3K +155 +4%
GJIC
1349
Gamble Jones Investment Counsel
California
$291K – – –
HIA
1350
Harbor Investment Advisory
Maryland
$291K +$72.8K +1,090 +37%