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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1601
Stablepoint Partners
Massachusetts
$490K -$54.5K -525 -11%
GWM
1602
GSB Wealth Management
Connecticut
$488K +$9.97K +96 +2%
BA
1603
Bluesphere Advisors
Pennsylvania
$486K -$3.22K -31 -0.7%
AWM
1604
Accel Wealth Management
Iowa
$485K +$45.4K +437 +12%
LF
1605
Lantz Financial
Illinois
$485K -$15.4K -148 -3%
YIH
1606
Y-Intercept (HK)
Hong Kong
$484K +$431K +4,148 New
WPW
1607
Waldron Private Wealth
Pennsylvania
$482K -$73K -703 -15%
WCA
1608
Westover Capital Advisors
Delaware
$480K – – –
SAM
1609
Steinberg Asset Management
New York
$480K -$6.54K -63 -2%
PP
1610
Pingora Partners
Wyoming
$478K – – –
KW
1611
KWB Wealth
California
$478K +$425K +4,095 New
ACL
1612
Applied Capital LLC
Florida
$478K – – –
TW
1613
TritonPoint Wealth
Maryland
$477K -$93.9K -904 -18%
FWP
1614
Flatrock Wealth Partners
California
$476K +$424K +4,081 New
TVPW
1615
Third View Private Wealth
Connecticut
$476K +$423K +4,077 New
KMWM
1616
Keudell/Morrison Wealth Management
Oregon
$476K +$423K +4,076 New
LSL
1617
Legacy Solutions LLC
Pennsylvania
$475K +$2.29K +22 +0.5%
WAM
1618
Worth Asset Management
Texas
$474K -$1.32M -12,755 -76%
GFP
1619
Gryphon Financial Partners
Ohio
$473K +$15.1K +145 +4%
ML
1620
McAdam LLC
Pennsylvania
$472K +$50.1K +482 +14%
PSP
1621
Principal Street Partners
Tennessee
$471K – – –
SWM
1622
Sendero Wealth Management
Texas
$469K +$43.1K +415 +12%
BNA
1623
BankChampaign National Association
Illinois
$468K +$417K +4,012 New
SFO
1624
Stokes Family Office
Louisiana
$468K +$62.8K +605 +18%
DWM
1625
Drive Wealth Management
Utah
$467K +$416K +4,005 New
63 64
65
66 67