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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1726
True Wealth Design
Ohio
$84.1K +$8.02K +119 +11%
CWC
1727
Carolinas Wealth Consulting
North Carolina
$79.3K +$23.2K +344 +44%
IRAG
1728
Investment Research & Advisory Group
Georgia
$78K
BGAI
1729
Bruce G. Allen Investments
Colorado
$78K +$2.02K +30 +3%
GIS
1730
Grayhawk Investment Strategies
Alberta, Canada
$77.4K
MMCM
1731
Murphy & Mullick Capital Management
New York
$77.2K +$73.9K +1,096 New
TAM
1732
Tucker Asset Management
Colorado
$77.1K +$6.4K +95 +10%
GKIM
1733
GW&K Investment Management
Massachusetts
$76K -$472 -7 -0.6%
TCOV
1734
Trust Company of Vermont
Vermont
$73.6K
BBPWM
1735
Blue Bell Private Wealth Management
Pennsylvania
$73.3K +$2.63K +39 +4%
CIA
1736
Cape Investment Advisory
Georgia
$73K +$5.93K +88 +9%
BA
1737
Bellwether Advisors
Nebraska
$71.7K +$68.7K +1,019 New
CPBTD
1738
Central Pacific Bank - Trust Division
Hawaii
$70.4K
EWP
1739
Elevation Wealth Partners
California
$70.4K
GCM
1740
GKV Capital Management
California
$70.4K +$67.4K +1,000 New
VWA
1741
VSM Wealth Advisory
Maryland
$70.4K +$67.4K +1,000 New
RA
1742
Rise Advisors
New York
$70.2K -$6.27K -93 -9%
CSC
1743
Caldwell Sutter Capital
California
$70.2K
ECM
1744
EMC Capital Management
Texas
$70K -$861K -12,780 -93%
PP
1745
Pacifica Partners
Canada
$69.8K -$2.02K -30 -3%
LWCFA
1746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68.9K
OIAM
1747
OFI Invest Asset Management
France
$68.5K +$67.9K +1,008 New
RFG
1748
REAP Financial Group
Texas
$66.6K -$2.36K -35 -4%
FC
1749
Fairscale Capital
New Hampshire
$66K
GFM
1750
GF Fund Management
China
$65.6K +$62.8K +932 New