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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1326
Sightline Wealth Advisors
Connecticut
$303K +$2.16K +35 +0.7%
ONST
1327
Old North State Trust
North Carolina
$303K +$29.3K +474 +11%
VFA
1328
Voya Financial Advisors
Connecticut
$303K +$23.9K +386 +9%
BTWM
1329
Brass Tax Wealth Management
Ohio
$302K +$804 +13 +0.3%
SW
1330
SteelPeak Wealth
California
$302K -$7.27M -117,592 -96%
ZIG
1331
Zullo Investment Group
Pennsylvania
$301K +$1.3K +21 +0.4%
CA
1332
Calton & Associates
Florida
$300K -$74.4K -1,203 -20%
CCA
1333
Childress Capital Advisors
Texas
$300K +$13.2K +213 +5%
ACA
1334
Anchor Capital Advisors
Massachusetts
$300K -$3.4K -55 -1%
MSFS
1335
Main Street Financial Solutions
Pennsylvania
$299K -$14.8K -240 -5%
PWM
1336
Palumbo Wealth Management
New York
$297K +$294K +4,749 New
ESB
1337
Essex Savings Bank
Connecticut
$296K +$2.97K +48 +1%
EWM
1338
EPG Wealth Management
Georgia
$296K +$292K +4,726 New
CFP
1339
Catalyst Financial Partners
Massachusetts
$294K +$18.9K +305 +7%
MFG
1340
Magnus Financial Group
New York
$294K +$7.05K +114 +2%
STA
1341
Smith Thornton Advisors
Alabama
$293K -$8.35K -135 -3%
KFGK
1342
Keystone Financial Group (Kentucky)
Kentucky
$293K -$12.4K -200 -4%
CMANY
1343
Capital Management Associates (New York)
New York
$293K -$395K -6,387 -58%
EWM
1344
Evercore Wealth Management
New York
$292K -$77.4K -1,252 -21%
AWM
1345
Accel Wealth Management
Iowa
$292K -$14.3K -231 -5%
AG
1346
AlTi Global
New York
$291K -$183K -2,953 -39%
BWM
1347
BlackDiamond Wealth Management
New York
$290K +$259K +4,196 New
ABC
1348
Associated Banc-Corp
Wisconsin
$289K -$5.19K -84 -2%
HIIFS
1349
Harel Insurance Investments & Financial Services
Israel
$286K -$16.8K -271 -6%
TGAM
1350
TBH Global Asset Management
Tennessee
$285K +$1.18K +19 +0.4%
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