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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1626
Baron Wealth Management
Michigan
$341K +$7.4K +78 +2%
PJWM
1627
Philip James Wealth Mangement
Georgia
$341K -$315K -3,316 -50%
SEIA
1628
Signature Estate & Investment Advisors
California
$341K +$33.6K +354 +12%
KV
1629
Kickstand Ventures
New York
$340K – – –
YIM
1630
Yoffe Investment Management
Pennsylvania
$338K – – –
SWA
1631
Sax Wealth Advisors
New Jersey
$338K +$46.8K +493 +17%
JWS
1632
Juncture Wealth Strategies
Arizona
$337K -$190K -2,000 -38%
IA
1633
IFC Advisors
California
$337K -$25.3K -267 -7%
FWA
1634
FSM Wealth Advisors
Ohio
$337K +$46.6K +491 +17%
CTC
1635
Corundum Trust Company
South Dakota
$336K – – –
APP
1636
Avantax Planning Partners
Iowa
$336K +$1.33K +14 +0.4%
NB
1637
Northwest Bancshares
Pennsylvania
$334K -$24.6K -259 -7%
PMWMG
1638
Parr McKnight Wealth Management Group
Minnesota
$334K – – –
TH
1639
TCTC Holdings
Texas
$334K – – –
SLC
1640
Second Line Capital
Louisiana
$333K +$7.5K +79 +2%
FSBI
1641
Fearless Solutions (Best Invest)
Texas
$333K – – –
SAMT
1642
Select Asset Management & Trust
Pennsylvania
$332K – – –
IRP
1643
Investment Research Partners
Pennsylvania
$331K +$317K +3,343 New
APWM
1644
Argonautica Private Wealth Management
Massachusetts
$330K – – –
Vanguard Capital Wealth Advisors
1645
Vanguard Capital Wealth Advisors
Colorado
$328K – – –
EPIME
1646
Evelyn Partners Investment Management (Europe)
$328K -$26.1K -275 -8%
CFG
1647
CMC Financial Group
Georgia
$328K +$306K +3,230 New
BHC
1648
Bowen Hanes & Co
Florida
$327K – – –
AA
1649
Aire Advisors
California
$327K +$1.23K +13 +0.4%
PFM
1650
Patton Fund Management
Texas
$327K – – –