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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1701
Cary Street Partners Investment Advisory
Virginia
$221K +$32.9K +455 +21%
SC
1702
Searle & Co
Connecticut
$220K +$187K +2,589 New
HPC
1703
HM Payson & Co
Maine
$220K
AAM
1704
AR Asset Management
California
$219K +$186K +2,576 New
GPW
1705
Genesis Private Wealth
Virginia
$219K +$186K +2,572 New
GBT
1706
Grove Bank & Trust
Florida
$219K -$29.8K -412 -14%
LWM
1707
LeConte Wealth Management
Tennessee
$218K +$185K +2,557 New
VBCG
1708
Valley Brook Capital Group
Pennsylvania
$217K +$184K +2,550 New
OW
1709
Olistico Wealth
Oklahoma
$217K +$166K +2,300 +939%
CT
1710
Caldwell Trust
Florida
$217K -$54.8K -758 -23%
KFSC
1711
Keystone Financial Services (Colorado)
Colorado
$216K +$184K +2,543 New
AFA
1712
Allium Financial Advisors
Oregon
$216K +$183K +2,537 New
PWM
1713
Paulson Wealth Management
Illinois
$216K +$183K +2,532 New
FWSM
1714
First Wilshire Securities Management
California
$215K +$182K +2,522 New
IWA
1715
IVC Wealth Advisors
Pennsylvania
$215K -$31.3K -433 -15%
CWM
1716
Concentrum Wealth Management
California
$214K +$182K +2,516 New
FWM
1717
FMB Wealth Management
California
$214K +$182K +2,515 New
TCM
1718
Towercrest Capital Management
Pennsylvania
$214K +$182K +2,514 New
GA
1719
Goldstein Advisors
Wisconsin
$214K -$147K -2,040 -45%
MWA
1720
Meridian Wealth Advisors
Texas
$214K +$182K +2,512 New
CFG
1721
Copley Financial Group
California
$213K +$181K +2,507 New
EL
1722
EWA LLC
Pennsylvania
$213K +$180K +2,497 New
PWA
1723
Providence Wealth Advisors
Illinois
$209K +$164K +2,275 New
BWM
1724
BlackDiamond Wealth Management
New York
$209K +$175K +2,422 New
GCS
1725
Gordian Capital (Singapore)
Singapore
$209K -$1.52M -21,000 -90%