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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1726
Washington Trust
Rhode Island
$497K +$24.1K +185 +6%
FCA
1727
FLC Capital Advisors
California
$496K -$165K -1,266 -26%
GPA
1728
Garrison Point Advisors
California
$495K – – –
SIC
1729
Sigma Investment Counselors
Michigan
$495K +$460K +3,536 New
NRS
1730
Neville Rodie & Shaw
New York
$492K – – –
CA
1731
Crewe Advisors
Utah
$491K +$68K +522 +17%
SI
1732
Sava Infond
Slovenia
$490K – – –
MWM
1733
Moran Wealth Management
Florida
$490K +$455K +3,499 New
WCP
1734
Wick Capital Partners
Pennsylvania
$486K +$74.1K +569 +20%
JFGIW
1735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$486K -$228K -1,754 -34%
EFG
1736
Everhart Financial Group
Ohio
$486K -$105K -803 -19%
RFA
1737
Resurgent Financial Advisors
Georgia
$486K +$452K +3,470 New
CFG
1738
Carter Financial Group
Illinois
$483K -$65.7K -505 -13%
BFG
1739
Berger Financial Group
Minnesota
$483K +$34.8K +267 +8%
SLC
1740
Second Line Capital
Louisiana
$482K -$2.99K -23 -0.7%
OIM
1741
Orca Investment Management
Oregon
$478K – – –
PA
1742
Planning Alternatives
Michigan
$478K +$83.7K +643 +23%
LAM
1743
Lifestyle Asset Management
Texas
$477K -$8.33K -64 -2%
SP
1744
Stonebrook Private
Michigan
$477K +$31.2K +240 +8%
TAFW
1745
Tred Avon Family Wealth
Maryland
$476K -$11.6K -89 -3%
AWAP
1746
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$474K +$1.69K +13 +0.4%
SWM
1747
Sagace Wealth Management
Florida
$473K -$57.9K -445 -12%
KV
1748
Kickstand Ventures
New York
$473K – – –
CWP
1749
Curated Wealth Partners
California
$471K +$105K +804 +31%
AWA
1750
Amplius Wealth Advisors
Pennsylvania
$471K +$200K +1,534 +84%
68 69
70
71 72