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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1426
Castleview Partners
Texas
$217K +$227K +3,070 New
WAG
1427
Winthrop Advisory Group
Massachusetts
$216K +$740 +10 +0.3%
APA
1428
Allegiant Private Advisors
Florida
$216K +$226K +3,051 New
QCM
1429
Quantinno Capital Management
New York
$215K – – –
TPA
1430
Trivium Point Advisory
Connecticut
$215K – – –
RPWA
1431
Regent Peak Wealth Advisors
Georgia
$213K -$81.2K -1,098 -26%
ONST
1432
Old North State Trust
North Carolina
$213K +$14.3K +193 +7%
BWG
1433
Beta Wealth Group
California
$213K +$222K +3,000 New
WP
1434
WMS Partners
Maryland
$212K -$74 -1 -0%
JFGLC
1435
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$220K +2,979 New
XS
1436
XR Securities
Illinois
$210K +$219K +2,966 New
MHR
1437
Matthew Hamilton Rosenberg
$208K +$74 +1 +0%
CAM
1438
Claret Asset Management
Quebec, Canada
$208K +$217K +2,937 New
SICM
1439
Sustainable Insight Capital Management
New York
$208K +$218K +2,946 New
TCM
1440
Tuttle Capital Management
Connecticut
$207K -$320K -4,321 -60%
GRP
1441
Global Retirement Partners
California
$207K -$46.5K -629 -18%
CC
1442
Constitution Capital
Connecticut
$207K -$7.4K -100 -3%
BB
1443
Bell Bank
North Dakota
$207K -$1.63K -22 -0.7%
CB
1444
CNB Bank
Pennsylvania
$207K – – –
CFO
1445
CVA Family Office
Colorado
$207K +$77.7K +1,050 +56%
BWAM
1446
Boyd Watterson Asset Management
Ohio
$206K – – –
RPC
1447
Rossmore Private Capital
Connecticut
$206K – – –
IA
1448
IFG Advisory
Georgia
$206K +$216K +2,924 New
JWBC
1449
J.W. Burns & Co
New York
$205K – – –
SWA
1450
Sutton Wealth Advisors
Florida
$205K – – –
56 57
58
59 60