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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1426
Cyndeo Wealth Partners
Florida
$700K -$474K -4,159 -40%
HWA
1427
HCR Wealth Advisors
California
$698K +$228 +2 +0%
BWM
1428
BankPlus Wealth Management
Mississippi
$698K +$701K +6,157 New
FWI
1429
Facet Wealth Inc
Maryland
$698K +$236K +2,072 +51%
SIC
1430
Samalin Investment Counsel
New York
$698K -$228 -2 -0%
HIA
1431
Harbor Investment Advisory
Maryland
$698K -$97.5K -856 -12%
LJAC
1432
L.J. Altfest & Co
New York
$696K +$1.37K +12 +0.2%
FIA
1433
FNY Investment Advisers
New York
$692K -$528K -4,640 -43%
EP
1434
Elkhorn Partners
Nebraska
$692K -$11.4K -100 -2%
MHC
1435
May Hill Capital
Massachusetts
$692K +$34.6K +304 +5%
RZH
1436
Relyea Zuckerberg Hanson
Connecticut
$691K +$10.8K +95 +2%
AO
1437
Advisor OS
Illinois
$689K +$138K +1,216 +25%
CCWM
1438
Cassaday & Co Wealth Management
Virginia
$687K -$12.9K -113 -2%
WDC
1439
Woodward Diversified Capital
California
$684K +$21.1K +185 +4%
BFG
1440
Birch Financial Group
New Hampshire
$683K +$5.69K +50 +0.8%
HBT
1441
Hills Bank & Trust
Iowa
$681K -$136K -1,192 -17%
MCM
1442
Monument Capital Management
Virginia
$678K +$1.48K +13 +0.2%
NAM
1443
NTV Asset Management
West Virginia
$675K -$2.28K -20 -0.3%
PHS
1444
Pekin Hardy Strauss
Illinois
$675K -$184K -1,617 -21%
DE
1445
Defiance ETFs
New York
$674K +$677K +5,945 New
GS
1446
GWN Securities
Florida
$673K +$676K +5,934 New
CH
1447
Cromwell Holdings
Wyoming
$672K – – –
CAM
1448
CenterStar Asset Management
Illinois
$671K +$674K +5,920 New
CIA
1449
Cladis Investment Advisory
Montana
$670K – – –
BRIA
1450
Balanced Rock Investment Advisors
Massachusetts
$665K -$17.2K -151 -3%
56 57
58
59 60