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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1476
Morse Asset Management
Connecticut
$785K +$351K +2,695 +93%
KC
1477
Kepler Cheuvreux
$780K – – –
GS
1478
GWN Securities
Florida
$777K -$49.6K -381 -6%
TC
1479
TwinBeech Capital
New York
$777K +$191K +1,465 +36%
BAG
1480
Bauman Advisory Group
Nevada
$774K +$243K +1,869 +51%
RFP
1481
Root Financial Partners
California
$774K +$131K +1,006 +22%
IIL
1482
Income Insurance Ltd
$771K – – –
TFCP
1483
Twin Focus Capital Partners
Massachusetts
$770K – – –
SFI
1484
Susquehanna Fundamental Investments
Pennsylvania
$770K +$716K +5,500 New
RWC
1485
Rare Wolf Capital
Washington
$770K -$313K -2,407 -30%
TWM
1486
Trueblood Wealth Management
Ohio
$769K +$2.99K +23 +0.4%
TL
1487
Tradewinds LLC
North Carolina
$769K +$552K +4,237 New
MHR
1488
Matthew Hamilton Rosenberg
$766K +$50.5K +388 +8%
AIM
1489
Aspen Investment Management
Michigan
$765K +$80.8K +621 +13%
PWPS
1490
Pinnacle Wealth Planning Services
Ohio
$763K -$3.25K -25 -0.5%
TIA
1491
Teucrium Investment Advisors
Vermont
$759K +$706K +5,426 New
PWP
1492
Precedent Wealth Partners
Texas
$759K +$706K +5,420 New
MWS
1493
MFA Wealth Services
California
$758K -$27.9K -214 -4%
BRIA
1494
Balanced Rock Investment Advisors
Massachusetts
$757K -$59.1K -454 -8%
PWM
1495
Palumbo Wealth Management
New York
$756K +$703K +5,402 New
AWM
1496
Accel Wealth Management
Iowa
$753K -$21.5K -165 -3%
CWM
1497
Compass Wealth Management
Connecticut
$753K +$700K +5,377 New
GCM
1498
Gables Capital Management
Florida
$752K – – –
CA
1499
Claro Advisors
Massachusetts
$752K +$6.77K +52 +1%
SWM
1500
Silverlake Wealth Management
Vermont
$751K +$1.43K +11 +0.2%
58 59
60
61 62