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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
1426
Western Financial Corp
California
$870K +$809K +6,218 New
IA
1427
IFG Advisors
Missouri
$868K – – –
IA
1428
Insight Advisors
Pennsylvania
$867K +$2.86K +22 +0.4%
NFG
1429
Northbridge Financial Group
Florida
$866K -$51.7K -397 -6%
PCM
1430
Permanent Capital Management
Illinois
$862K – – –
MBT
1431
Montecito Bank & Trust
California
$861K -$44.9K -345 -5%
CA
1432
CoreCap Advisors
Michigan
$861K +$232K +1,779 +41%
LJAC
1433
L.J. Altfest & Co
New York
$861K +$1.56K +12 +0.2%
CWP
1434
Cyndeo Wealth Partners
Florida
$860K -$3.52K -27 -0.4%
UIM
1435
Unified Investment Management
Georgia
$859K -$8.72K -67 -1%
RIA
1436
Richwood Investment Advisors
Ohio
$858K -$36.8K -283 -4%
GWS
1437
Greykasell Wealth Strategies
California
$858K +$50.4K +387 +7%
KWM
1438
Keebeck Wealth Management
Illinois
$853K +$172K +1,320 +28%
TPWM
1439
Twelve Points Wealth Management
Massachusetts
$852K -$38.3K -294 -5%
BPAMU
1440
BTG Pactual Asset Management US
New York
$851K +$125K +957 +19%
TF
1441
Trek Financial
Arizona
$848K +$91.3K +701 +13%
CWWM
1442
Curry Webb Wealth Management
Indiana
$843K -$442K -3,396 -36%
AOCA
1443
Angel Oak Capital Advisors
Georgia
$840K -$651K -5,000 -45%
AWM
1444
Arista Wealth Management
Nevada
$837K -$509K -3,913 -40%
JWM
1445
Jeppson Wealth Management
California
$836K -$204K -1,566 -21%
PG
1446
Patten Group
Tennessee
$835K +$70.2K +539 +10%
NAM
1447
NTV Asset Management
West Virginia
$835K +$1.95K +15 +0.3%
CIA
1448
Caerus Investment Advisors
Texas
$832K +$74.2K +570 +11%
CC
1449
Centiva Capital
New York
$831K -$2.89M -22,208 -79%
CH
1450
Cromwell Holdings
Wyoming
$830K – – –
56 57
58
59 60