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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1351
Transamerica Financial Advisors
Florida
$431K -$66.4K -871 -13%
CA
1352
Continuum Advisory
Idaho
$431K -$34.2K -449 -7%
MBT
1353
Montecito Bank & Trust
California
$431K – – –
NFA
1354
Northern Financial Advisors
Michigan
$430K -$2.06K -27 -0.4%
HW
1355
Hancock Whitney
Mississippi
$428K +$52.1K +683 +13%
CIA
1356
Cladis Investment Advisory
Montana
$427K – – –
IIC
1357
Integrated Investment Consultants
Michigan
$426K +$763 +10 +0.2%
MFG
1358
Magnus Financial Group
New York
$426K -$34.1K -447 -7%
RS
1359
Rakuten Securities
Japan
$425K +$2.9K +38 +0.6%
HIIFS
1360
Harel Insurance Investments & Financial Services
Israel
$423K +$100K +1,316 +28%
TWP
1361
Tyche Wealth Partners
Texas
$423K +$107K +1,400 +31%
TSMHT
1362
Thurston Springer Miller Herd & Titak
Indiana
$423K +$113K +1,477 +33%
NB
1363
NBT Bank
New York
$422K -$2.06K -27 -0.5%
CH
1364
Cromwell Holdings
Wyoming
$421K – – –
IQI
1365
Integrated Quantitative Investments
Washington
$419K – – –
AWM
1366
Aviso Wealth Management
Washington
$418K -$16K -210 -3%
AG
1367
AlTi Global
New York
$417K +$162K +2,121 +56%
QWP
1368
Quotient Wealth Partners
Texas
$416K +$25.8K +339 +6%
HI
1369
Harbour Investments
Wisconsin
$415K +$14.3K +188 +3%
BCWM
1370
Bartlett & Co Wealth Management
Ohio
$413K -$9.61K -126 -2%
MCA
1371
MSH Capital Advisors
Arizona
$412K -$4.58K -60 -1%
RZH
1372
Relyea Zuckerberg Hanson
Connecticut
$411K +$13.4K +176 +3%
WAM
1373
Worth Asset Management
Texas
$408K +$439K +5,754 New
GWS
1374
Greykasell Wealth Strategies
California
$407K +$76 +1 +0%
MSR
1375
Main Street Research
Connecticut
$407K – – –
53 54
55
56 57