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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1626
Baron Wealth Management
Michigan
$596K +$6.77K +52 +1%
EWS
1627
Evergreen Wealth Solutions
Pennsylvania
$595K +$96.9K +744 +21%
BA
1628
Bluesphere Advisors
Pennsylvania
$593K +$10.2K +78 +2%
SAI
1629
Systematic Alpha Investments
New Jersey
$593K – – –
WPW
1630
Waldron Private Wealth
Pennsylvania
$591K -$1.56K -12 -0.3%
EP
1631
Essential Partners
California
$590K -$2.38M -18,313 -81%
ABC
1632
Associated Banc-Corp
Wisconsin
$588K -$1.3K -10 -0.2%
RBC
1633
Roble Belko & Company
Pennsylvania
$588K -$260 -2 -0%
PFGIA
1634
Patriot Financial Group Insurance Agency
Massachusetts
$588K -$518K -3,979 -49%
SR
1635
Swiss Re
Switzerland
$587K +$481K +3,693 +739%
GA
1636
Goldstein Advisors
Wisconsin
$586K +$178K +1,371 +49%
TBT
1637
Texas Bank & Trust
Texas
$584K +$208K +1,601 +62%
DTC
1638
Davidson Trust Company
Washington
$581K +$42.6K +327 +9%
NP
1639
Ninepoint Partners
Ontario, Canada
$580K +$234K +1,798 +77%
IWP
1640
Invenio Wealth Partners
Florida
$579K -$21.7K -167 -4%
GSB
1641
Greenfield Savings Bank
Massachusetts
$578K -$651 -5 -0.1%
GWM
1642
GSB Wealth Management
Connecticut
$576K – – –
PVI
1643
Pine Valley Investments
New Jersey
$575K +$11.2K +86 +2%
XSC
1644
X-Square Capital
Puerto Rico
$574K -$7.16K -55 -1%
EWM
1645
EPG Wealth Management
Georgia
$573K +$48.2K +370 +10%
WMP
1646
Wealth Management Partners
Arizona
$572K -$45.6K -350 -8%
SFG
1647
Southern Financial Group
Alabama
$572K -$34.6K -266 -6%
SMA
1648
Seven Mile Advisory
New Jersey
$572K -$25.9K -199 -5%
SDAM
1649
Shulman DeMeo Asset Management
New York
$571K -$2.6K -20 -0.5%
LF
1650
Lantz Financial
Illinois
$571K -$18.1K -139 -3%
64 65
66
67 68