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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1401
Monument Capital Management
Virginia
$578K -$26.9K -283 -5%
KIM
1402
Kestra Investment Management
Texas
$577K -$179K -1,884 -25%
IDA
1403
Intelligence Driven Advisers
California
$576K +$95 +1 +0%
CA
1404
CoreCap Advisors
Michigan
$575K -$3.89K -41 -0.7%
MHC
1405
May Hill Capital
Massachusetts
$573K +$4.93K +52 +0.9%
RC
1406
Rexford Capital
Texas
$573K – – –
PWM
1407
Palacios Wealth Management
Florida
$572K -$3.32K -35 -0.6%
FFA
1408
First Foundation Advisors
California
$570K +$152K +1,607 +40%
NB
1409
NBT Bank
New York
$568K -$13.3K -140 -2%
GC
1410
Gilbert & Cook
Iowa
$565K +$11.6K +122 +2%
ZIG
1411
Zullo Investment Group
Pennsylvania
$564K +$5.79K +61 +1%
TFCP
1412
Twin Focus Capital Partners
Massachusetts
$558K – – –
SMA
1413
Seven Mile Advisory
New Jersey
$556K +$152K +1,607 +42%
APM
1414
a16z Perennial Management
California
$552K +$516K +5,435 New
DOA
1415
D'Orazio & Associates
Virginia
$551K +$33.7K +355 +7%
OWA
1416
Opal Wealth Advisors
New York
$547K -$172K -1,810 -25%
GCM
1417
Gables Capital Management
Florida
$546K -$19K -200 -4%
PCM
1418
Penserra Capital Management
California
$544K +$495K +5,216 +3,344%
PWPS
1419
Pinnacle Wealth Planning Services
Ohio
$544K -$13.8K -145 -3%
ONST
1420
Old North State Trust
North Carolina
$542K +$10.6K +112 +2%
SWM
1421
Silverlake Wealth Management
Vermont
$541K -$27.3K -288 -5%
BFS
1422
Bard Financial Services
Connecticut
$540K -$11.9K -125 -2%
AWM
1423
Avaii Wealth Management
Wisconsin
$540K +$33.3K +351 +7%
EA
1424
Everpar Advisors
Oklahoma
$539K -$13.2K -139 -3%
SFWA
1425
Summit Financial Wealth Advisors
Louisiana
$539K +$57.3K +604 +12%
55 56
57
58 59