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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1651
Davidson Trust Company
Washington
$581K +$42.6K +327 +9%
NP
1652
Ninepoint Partners
Ontario, Canada
$580K +$234K +1,798 +77%
IWP
1653
Invenio Wealth Partners
Florida
$579K -$21.7K -167 -4%
GSB
1654
Greenfield Savings Bank
Massachusetts
$578K -$651 -5 -0.1%
GWM
1655
GSB Wealth Management
Connecticut
$576K – – –
PVI
1656
Pine Valley Investments
New Jersey
$575K +$11.2K +86 +2%
XSC
1657
X-Square Capital
Puerto Rico
$574K -$7.16K -55 -1%
EWM
1658
EPG Wealth Management
Georgia
$573K +$48.2K +370 +10%
WMP
1659
Wealth Management Partners
Arizona
$572K -$45.6K -350 -8%
SFG
1660
Southern Financial Group
Alabama
$572K -$34.6K -266 -6%
SMA
1661
Seven Mile Advisory
New Jersey
$572K -$25.9K -199 -5%
SDAM
1662
Shulman DeMeo Asset Management
New York
$571K -$2.6K -20 -0.5%
LF
1663
Lantz Financial
Illinois
$571K -$18.1K -139 -3%
FWP
1664
FAS Wealth Partners
Kansas
$571K +$1.3K +10 +0.2%
CHJWM
1665
Carlton Hofferkamp & Jenks Wealth Management
Texas
$570K – – –
QC
1666
Quantessence Capital
New York
$570K +$530K +4,070 New
ORC
1667
O'Rourke & Company
Massachusetts
$569K -$2.99K -23 -0.5%
PCMH
1668
Polymer Capital Management (HK)
Hong Kong
$568K -$162K -1,245 -23%
LSA
1669
Lansing Street Advisors
Pennsylvania
$568K +$2.08K +16 +0.4%
NSB
1670
Norway Savings Bank
Maine
$568K +$164K +1,258 +45%
FFO
1671
Fortitude Family Office
Arizona
$567K +$26.7K +205 +5%
CM
1672
Capula Management
Cayman Islands
$567K -$27.1K -208 -5%
BFA
1673
Beaumont Financial Advisors
Massachusetts
$566K +$13.9K +107 +3%
TW
1674
TritonPoint Wealth
Maryland
$566K -$33.8K -260 -6%
BBPWM
1675
Blue Bell Private Wealth Management
Pennsylvania
$565K -$2.99K -23 -0.6%