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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1526
Baldwin Wealth Partners
Massachusetts
$101K +$85.2K +1,377 +591%
TFIPS
1527
Towarzystwo Funduszy Inwestycyjnych PZU SA
$100K – – –
BHWM
1528
Beaird Harris Wealth Management
Texas
$97.7K +$59.4K +961 +160%
SA
1529
SRH Advisors
Kansas
$97K – – –
AWM
1530
AllSquare Wealth Management
New York
$96.9K +$12.4K +200 +15%
WPWM
1531
Western Pacific Wealth Management
Illinois
$94.5K – – –
AS
1532
Altshuler Shaham
Israel
$93.9K – – –
FFWM
1533
Future Financial Wealth Management
Ohio
$93.9K +$92.8K +1,500 New
TH
1534
TCTC Holdings
Texas
$93.1K – – –
USB
1535
Union Savings Bank
Connecticut
$92.3K -$7.11K -115 -7%
HWA
1536
Heritage Wealth Advisors
Virginia
$90K +$16.4K +266 +23%
AA
1537
Ancora Advisors
Ohio
$89.3K -$495 -8 -0.6%
VCM
1538
Versant Capital Management
Arizona
$89K +$11.7K +190 +15%
BIA
1539
Bell Investment Advisors
California
$88.7K +$495 +8 +0.6%
FCMT
1540
Founders Capital Management (Texas)
Texas
$87.6K – – –
LFASL
1541
Lugano Financial Advisors SA (LFA)
Switzerland
$87.6K – – –
EB
1542
Eastern Bank
Massachusetts
$87K +$86K +1,390 New
JCM
1543
Jag Capital Management
Missouri
$87K +$86K +1,390 New
FFC
1544
First Financial Corp
Indiana
$82.9K – – –
SWA
1545
SOA Wealth Advisors
New York
$82.8K +$247 +4 +0.3%
PFSC
1546
Peoples Financial Services Corp
Pennsylvania
$81.5K – – –
FNWA
1547
Financial Network Wealth Advisors
Utah
$80.9K +$8.41K +136 +12%
CIAS
1548
CBIZ Investment Advisory Services
Ohio
$80.8K +$79.8K +1,290 New
HWM
1549
Hemington Wealth Management
Virginia
$80K +$77.4K +1,251 New
OWP
1550
ORG Wealth Partners
Texas
$79.6K +$78.6K +1,271 New
60 61
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63 64