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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1451
JFS Wealth Advisors
Pennsylvania
$505K +$57.3K +604 +14%
FFA
1452
Fi3 Financial Advisors
Indiana
$505K +$854 +9 +0.2%
SWA
1453
Sightline Wealth Advisors
Connecticut
$504K +$2.37K +25 +0.5%
MHR
1454
Matthew Hamilton Rosenberg
$503K +$19.5K +206 +4%
OL
1455
Optas LLC
Texas
$502K +$43.4K +457 +10%
AIC
1456
Archer Investment Corporation
Indiana
$499K +$190 +2 +0%
FWCM
1457
Ferguson Wellman Capital Management
Oregon
$498K +$92.4K +974 +25%
JFGIW
1458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$498K +$309K +3,257 +198%
MSR
1459
Main Street Research
Connecticut
$497K +$26.2K +276 +6%
WDC
1460
Woodward Diversified Capital
California
$496K -$2.37K -25 -0.5%
PIA
1461
Perennial Investment Advisors
California
$491K -$71.2K -750 -13%
WPW
1462
Waldron Private Wealth
Pennsylvania
$491K +$459K +4,835 New
AO
1463
Advisor OS
Illinois
$490K +$53.1K +560 +13%
NHC
1464
Nicholas Hoffman & Company
Georgia
$490K +$95 +1 +0%
WBWA
1465
William B. Walkup & Associates
South Carolina
$490K +$4.84K +51 +1%
IWP
1466
Invenio Wealth Partners
Florida
$489K +$70.9K +747 +18%
CWS
1467
Confluence Wealth Services
Pennsylvania
$487K – – –
LBC
1468
Leigh Baldwin & Co
New York
$486K -$22.9K -241 -5%
BHPW
1469
Beverly Hills Private Wealth
California
$485K – – –
FA
1470
Faithward Advisors
Pennsylvania
$483K -$17.6K -185 -4%
ESB
1471
Essex Savings Bank
Connecticut
$481K +$9.11K +96 +2%
SP
1472
Stablepoint Partners
Massachusetts
$480K -$83K -875 -16%
OF
1473
Optimize Financial
California
$479K +$448K +4,723 New
BAM
1474
BOS Asset Management
Illinois
$478K -$13.9K -146 -3%
MCA
1475
MSH Capital Advisors
Arizona
$477K -$104K -1,091 -19%
57 58
59
60 61