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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1476
Twin Focus Capital Partners
Massachusetts
$624K – – –
5NPW
1477
55 North Private Wealth
Florida
$623K +$47K +413 +8%
CIC
1478
Carnegie Investment Counsel
Ohio
$622K +$128K +1,122 +26%
PWPS
1479
Pinnacle Wealth Planning Services
Ohio
$621K -$2.85K -25 -0.5%
TWM
1480
Trueblood Wealth Management
Ohio
$621K +$28.7K +252 +5%
BHPW
1481
Beverly Hills Private Wealth
California
$620K +$77.5K +681 +14%
OWA
1482
One Wealth Advisors
California
$616K -$240K -2,110 -28%
PG
1483
Patten Group
Tennessee
$616K +$6.04K +53 +1%
IA
1484
Integrity Alliance
Iowa
$614K +$131K +1,153 +27%
GCM
1485
Gables Capital Management
Florida
$610K – – –
CIA
1486
Caerus Investment Advisors
Texas
$609K -$282K -2,478 -32%
FFP
1487
FourThought Financial Partners
Florida
$608K -$17.9K -157 -3%
TF
1488
Trek Financial
Arizona
$607K +$46K +404 +8%
SWM
1489
Silverlake Wealth Management
Vermont
$607K +$1.37K +12 +0.2%
APM
1490
a16z Perennial Management
California
$607K – – –
TC
1491
TownSquare Capital
Utah
$606K +$16.4K +144 +3%
CA
1492
Claro Advisors
Massachusetts
$603K +$65.1K +572 +12%
PCMH
1493
Polymer Capital Management (HK)
Hong Kong
$602K +$604K +5,304 New
ZIG
1494
Zullo Investment Group
Pennsylvania
$601K +$683 +6 +0.1%
IP
1495
Indivisible Partners
Florida
$601K +$109K +953 +22%
GEA
1496
Glen Eagle Advisors
New Jersey
$601K -$18.1K -159 -3%
ARA
1497
Alexander Randolph Advisory
Virginia
$601K – – –
CCG
1498
Coastwise Capital Group
California
$598K -$311K -2,733 -34%
WI
1499
WrapManager Inc
California
$598K +$11.6K +102 +2%
IVP
1500
Intrinsic Value Partners
Arizona
$596K -$1.14K -10 -0.2%
58 59
60
61 62