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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1676
TOBAM
France
$139K -$40.5K -601 -23%
CT
1677
Clearstead Trust
Maine
$133K – – –
DJSG
1678
D.J. St. Germain
Massachusetts
$132K +$7.82K +116 +7%
QPBE
1679
Quintet Private Bank (Europe)
Luxembourg
$132K +$127K +1,879 New
MWA
1680
Medallion Wealth Advisors
Connecticut
$130K +$124K +1,844 New
PWMG
1681
Prestige Wealth Management Group
New Jersey
$128K – – –
VWM
1682
Vermillion Wealth Management
Minnesota
$127K +$121K +1,800 New
CSPIA
1683
Cary Street Partners Investment Advisory
Virginia
$123K -$582K -8,631 -83%
FCAS
1684
First Command Advisory Services
Texas
$122K +$1.96K +29 +2%
AW
1685
Avion Wealth
Texas
$121K -$4.18K -62 -3%
SN
1686
Sittner & Nelson
Oregon
$120K – – –
NFSG
1687
Newbridge Financial Services Group
Florida
$120K +$115K +1,702 New
FDW
1688
Fourth Dimension Wealth
Ohio
$115K +$110K +1,632 New
MMG
1689
Monetary Management Group
Missouri
$114K – – –
OA
1690
Operose Advisors
Wisconsin
$113K -$79.5K -1,180 -42%
VFM
1691
Vision Financial Markets
Connecticut
$113K +$108K +1,600 New
JCM
1692
Jag Capital Management
Missouri
$112K +$13.6K +202 +15%
PP
1693
PFS Partners
New Jersey
$111K -$3.98K -59 -4%
SA
1694
SRH Advisors
Kansas
$109K – – –
HBT
1695
Hills Bank & Trust
Iowa
$107K +$103K +1,526 New
FFO
1696
Fortitude Family Office
Arizona
$107K +$16.8K +249 +20%
CFG
1697
CKW Financial Group
Hawaii
$106K -$13.5K -200 -12%
PFSC
1698
Peoples Financial Services Corp
Pennsylvania
$106K +$13.5K +200 +15%
AS
1699
Altshuler Shaham
Israel
$106K – – –
FFWM
1700
Future Financial Wealth Management
Ohio
$106K – – –
66 67
68
69 70