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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1501
AlTi Global
New York
$274K -$60.1K -892 -19%
NRS
1502
Neville Rodie & Shaw
New York
$274K +$263K +3,896 New
PCP
1503
Proficio Capital Partners
Massachusetts
$274K +$262K +3,891 New
KA
1504
Klingman & Associates
New York
$273K +$46.1K +684 +21%
EI
1505
Ellevest Inc
New York
$273K +$261K +3,877 New
PPA
1506
Pacific Point Advisors
California
$273K +$234K +3,475 New
BMC
1507
Beaton Management Company
Massachusetts
$272K -$1.75K -26 -0.7%
APP
1508
Avantax Planning Partners
Iowa
$271K +$4.52K +67 +2%
CM
1509
Castleark Management
Illinois
$271K – – –
LAM
1510
Lifestyle Asset Management
Texas
$271K +$7.68K +114 +3%
SMA
1511
Seven Mile Advisory
New Jersey
$270K -$13.3K -197 -5%
LSPW
1512
Lake Street Private Wealth
Illinois
$269K -$3.23K -48 -1%
KFI
1513
Key Financial Inc
Pennsylvania
$269K +$7.48K +111 +3%
WAG
1514
Winthrop Advisory Group
Massachusetts
$268K -$9.64K -143 -4%
NC
1515
Napatree Capital
Rhode Island
$267K +$13.6K +202 +6%
CCM
1516
Crabel Capital Management
California
$266K +$255K +3,786 New
CAI
1517
Capital Advisors Inc
Oklahoma
$265K +$2.7K +40 +1%
BFA
1518
Beaumont Financial Advisors
Massachusetts
$265K -$944 -14 -0.4%
SRA
1519
Secured Retirement Advisors
Minnesota
$265K +$29.5K +438 +13%
CLOS
1520
Compagnie Lombard Odier SCmA
Switzerland
$263K +$13.5K +200 +6%
LSL
1521
Legacy Solutions LLC
Pennsylvania
$263K +$252K +3,740 New
ML
1522
McAdam LLC
Pennsylvania
$261K +$26.9K +399 +12%
AIM
1523
Advyzon Investment Management
Illinois
$261K +$250K +3,703 New
NSAM
1524
North Star Asset Management
Wisconsin
$260K +$11.6K +172 +5%
PCFFS
1525
Pacific Center for Financial Services
California
$260K – – –
59 60
61
62 63