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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1651
Sendero Wealth Management
Texas
$442K -$13.8K -121 -3%
RFN
1652
RDA Financial Network
Iowa
$442K -$9.11K -80 -2%
PTP
1653
Platform Technology Partners
New York
$441K +$219K +1,919 +97%
CG
1654
Cynosure Group
Utah
$441K +$443K +3,889 New
GIPW
1655
Granite Islands Private Wealth
Connecticut
$441K +$55K +483 +14%
BCM
1656
Becker Capital Management
Oregon
$440K -$71.4K -627 -14%
KPWG
1657
KFA Private Wealth Group
Virginia
$439K +$1.37K +12 +0.3%
WWC
1658
Waypoint Wealth Counsel
Georgia
$439K -$89.1K -782 -17%
MA
1659
MJP Associates
Connecticut
$438K -$6.49K -57 -1%
ACL
1660
Applied Capital LLC
Florida
$437K -$27.9K -245 -6%
FFO
1661
Fortitude Family Office
Arizona
$437K +$4.78K +42 +1%
DTC
1662
Davidson Trust Company
Washington
$434K -$3.64K -32 -0.8%
SWM
1663
Sagace Wealth Management
Florida
$434K – – –
ADMI
1664
Albert D. Mason Inc
Massachusetts
$434K -$7.4K -65 -2%
FC
1665
Fairscale Capital
New Hampshire
$432K – – –
S
1666
Sunpointe
Missouri
$429K +$4.78K +42 +1%
FNT
1667
First Nebraska Trust
Nebraska
$428K +$32K +281 +8%
CSPIA
1668
Cary Street Partners Investment Advisory
Virginia
$428K +$35.8K +314 +9%
TFO
1669
Tarbox Family Office
California
$426K -$65.5K -575 -13%
LBC
1670
Leigh Baldwin & Co
New York
$426K +$342 +3 +0.1%
WAG
1671
Winthrop Advisory Group
Massachusetts
$425K +$456 +4 +0.1%
PPW
1672
Pasadena Private Wealth
California
$424K +$10.7K +94 +3%
EWA
1673
Evolution Wealth Advisors
Florida
$423K +$74.1K +651 +21%
EWM
1674
EPG Wealth Management
Georgia
$423K +$30.4K +267 +8%
WCM
1675
Whitener Capital Management
North Carolina
$422K +$1.02K +9 +0.2%
65 66
67
68 69