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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1576
Grimes & Company
Massachusetts
$295K +$9.54K +132 +4%
AWA
1577
Amplius Wealth Advisors
Pennsylvania
$294K +$249K +3,450 New
BCM
1578
Boltwood Capital Management
California
$293K +$249K +3,445 New
NG
1579
Novem Group
New York
$291K +$248K +3,424 New
APW
1580
Austin Private Wealth
Texas
$290K +$21.6K +299 +10%
MA
1581
MJP Associates
Connecticut
$288K +$33.5K +464 +16%
MWP
1582
Madison Wealth Partners
Wisconsin
$288K +$3.11K +43 +1%
WRPWM
1583
Werba Rubin Papier Wealth Management
California
$288K +$20K +276 +9%
LAM
1584
Longboard Asset Management
Arizona
$287K +$244K +3,373 New
CC
1585
Chicago Capital
Illinois
$287K +$31.1K +430 +15%
SF
1586
Symphony Financial
Texas
$286K +$245K +3,396 New
KV
1587
Kickstand Ventures
New York
$285K +$242K +3,351 New
YIM
1588
Yoffe Investment Management
Pennsylvania
$284K – – –
AIM
1589
Advyzon Investment Management
Illinois
$284K +$25K +346 +12%
BIG
1590
Brookwood Investment Group
Arizona
$283K +$7.59K +105 +3%
BCP
1591
Blackhawk Capital Partners
Wisconsin
$283K -$5.64K -78 -2%
SFO
1592
Stokes Family Office
Louisiana
$282K +$578 +8 +0.2%
CTC
1593
Corundum Trust Company
South Dakota
$282K – – –
MCA
1594
Millennium Capital Advisors
Arkansas
$282K +$434 +6 +0.2%
SIC
1595
Sterling Investment Counsel
New York
$282K -$14.5K -200 -6%
CPA
1596
Capital Performance Advisors
California
$281K -$173K -2,398 -42%
APP
1597
Avantax Planning Partners
Iowa
$281K -$4.41K -61 -2%
PMWMG
1598
Parr McKnight Wealth Management Group
Minnesota
$280K – – –
SAM
1599
Secure Asset Management
Michigan
$280K +$8.53K +118 +4%
TH
1600
TCTC Holdings
Texas
$280K – – –
62 63
64
65 66