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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1426
Solitude Financial Services
Virginia
$881K -$507K -3,895 -38%
RZH
1427
Relyea Zuckerberg Hanson
Connecticut
$879K +$24.9K +191 +3%
MHC
1428
May Hill Capital
Massachusetts
$878K +$23K +177 +3%
PWA
1429
Pitcairn Wealth Advisors
Pennsylvania
$876K -$849K -6,520 -51%
AO
1430
Advisor OS
Illinois
$875K +$23.4K +180 +3%
GC
1431
GatePass Capital
Ohio
$874K +$6.9K +53 +0.9%
SAM
1432
Strategy Asset Managers
California
$874K +$1.56K +12 +0.2%
HA
1433
Huntleigh Advisors
Missouri
$873K +$151K +1,160 +23%
BFG
1434
Birch Financial Group
New Hampshire
$871K +$26.2K +201 +3%
WFC
1435
Western Financial Corp
California
$870K +$809K +6,218 New
IA
1436
IFG Advisors
Missouri
$868K – – –
IA
1437
Insight Advisors
Pennsylvania
$867K +$2.86K +22 +0.4%
NFG
1438
Northbridge Financial Group
Florida
$866K -$51.7K -397 -6%
PCM
1439
Permanent Capital Management
Illinois
$862K – – –
MBT
1440
Montecito Bank & Trust
California
$861K -$44.9K -345 -5%
CA
1441
CoreCap Advisors
Michigan
$861K +$232K +1,779 +41%
LJAC
1442
L.J. Altfest & Co
New York
$861K +$1.56K +12 +0.2%
CWP
1443
Cyndeo Wealth Partners
Florida
$860K -$3.52K -27 -0.4%
UIM
1444
Unified Investment Management
Georgia
$859K -$8.72K -67 -1%
RIA
1445
Richwood Investment Advisors
Ohio
$858K -$36.8K -283 -4%
GWS
1446
Greykasell Wealth Strategies
California
$858K +$50.4K +387 +7%
KWM
1447
Keebeck Wealth Management
Illinois
$853K +$172K +1,320 +28%
TPWM
1448
Twelve Points Wealth Management
Massachusetts
$852K -$38.3K -294 -5%
BPAMU
1449
BTG Pactual Asset Management US
New York
$851K +$125K +957 +19%
TF
1450
Trek Financial
Arizona
$848K +$91.3K +701 +13%
56 57
58
59 60