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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1476
Twin Focus Capital Partners
Massachusetts
$642K – – –
GPWM
1477
Grant Private Wealth Management
California
$640K +$117K +1,131 +26%
OL
1478
OneFund LLC
Florida
$640K +$29.2K +281 +5%
SFWA
1479
Summit Financial Wealth Advisors
Louisiana
$637K +$208 +2 +0%
GEA
1480
Glen Eagle Advisors
New Jersey
$636K +$94K +905 +20%
EA
1481
Everpar Advisors
Oklahoma
$635K +$13.9K +134 +3%
ONST
1482
Old North State Trust
North Carolina
$632K +$8.41K +81 +2%
CCM
1483
CFO Capital Management
Connecticut
$632K +$562K +5,412 New
RS
1484
R Squared
Hong Kong
$630K -$172K -1,653 -23%
GCM
1485
Gables Capital Management
Florida
$627K – – –
PG
1486
Patten Group
Tennessee
$627K +$40.1K +386 +8%
APM
1487
a16z Perennial Management
California
$624K -$8.72K -84 -2%
SWM
1488
Silverlake Wealth Management
Vermont
$623K +$1.45K +14 +0.3%
TWM
1489
Thryve Wealth Management
Texas
$621K +$553K +5,324 New
OFS
1490
Orrstown Financial Services
Pennsylvania
$621K +$127K +1,221 +30%
ZIG
1491
Zullo Investment Group
Pennsylvania
$618K -$27.4K -264 -5%
ARA
1492
Alexander Randolph Advisory
Virginia
$618K – – –
IVP
1493
Intrinsic Value Partners
Arizona
$614K -$1.04K -10 -0.2%
DO
1494
denkapparat Operations
Germany
$613K -$113K -1,088 -17%
JFGIW
1495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K +$36K +347 +7%
SCM
1496
SOL Capital Management
Maryland
$610K -$2.6K -25 -0.5%
OWA
1497
Opal Wealth Advisors
New York
$609K -$17.6K -169 -3%
TWM
1498
Trueblood Wealth Management
Ohio
$609K +$3.01K +29 +0.6%
SIA
1499
Sage Investment Advisers
New York
$609K +$542K +5,220 New
JTWM
1500
Jackson Thornton Wealth Management
Alabama
$609K +$51.6K +497 +11%
58 59
60
61 62