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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TR
1576
Tepp RIA
New Jersey
$517K -$935K -9,001 -67%
EWM
1577
Evercore Wealth Management
New York
$516K – – –
CWP
1578
Curated Wealth Partners
California
$516K +$459K +4,424 New
AC
1579
Addison Capital
Pennsylvania
$514K +$28.8K +277 +7%
BIAS
1580
Beacon Investment Advisory Services
New Jersey
$514K – – –
SCM
1581
SCS Capital Management
Massachusetts
$513K +$4.05K +39 +0.9%
ORC
1582
O'Rourke & Company
Massachusetts
$511K -$12.5K -120 -3%
CIC
1583
Carnegie Investment Counsel
Ohio
$509K +$83.5K +804 +23%
IP
1584
Indivisible Partners
Florida
$507K +$451K +4,347 New
BWCS
1585
Beirne Wealth Consulting Services
Connecticut
$506K – – –
SFG
1586
Southern Financial Group
Alabama
$506K +$450K +4,337 New
TFO
1587
Tarbox Family Office
California
$506K -$17.4K -168 -4%
KTC
1588
Kentucky Trust Company
Kentucky
$504K – – –
XSC
1589
X-Square Capital
Puerto Rico
$503K – – –
BTWM
1590
Baker Tilly Wealth Management
Wisconsin
$503K -$10.6K -102 -2%
WMP
1591
Wealth Management Partners
Arizona
$500K +$15.8K +152 +4%
PFGIA
1592
Patriot Financial Group Insurance Agency
Massachusetts
$500K -$391K -3,761 -47%
IA
1593
Integrity Alliance
Iowa
$497K -$563K -5,421 -56%
SAI
1594
Systematic Alpha Investments
New Jersey
$495K – – –
MW
1595
Marble Wealth
Alabama
$494K +$439K +4,232 New
BWM
1596
Baron Wealth Management
Michigan
$492K +$88.1K +848 +25%
GSB
1597
Greenfield Savings Bank
Massachusetts
$491K -$18.2K -175 -4%
RBC
1598
Roble Belko & Company
Pennsylvania
$491K +$21K +202 +5%
KA
1599
Kercheville Advisors
Texas
$491K +$441K +4,245 New
ABC
1600
Associated Banc-Corp
Wisconsin
$490K -$7.79K -75 -2%
62 63
64
65 66