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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MT
1726
Midwest Trust
Kansas
$268K -$89.9K -947 -26%
AA
1727
Addison Advisors
Vermont
$268K +$3.51K +37 +1%
PPWM
1728
Paragon Private Wealth Management
Kentucky
$268K +$250K +2,636 New
WF
1729
Whelan Financial
California
$267K +$250K +2,634 New
FWM
1730
FMB Wealth Management
California
$266K +$9.77K +103 +4%
AF
1731
Atala Financial
California
$265K
AAMC
1732
Asset Allocation & Management Company
Illinois
$265K +$248K +2,614 New
OW
1733
Olistico Wealth
Oklahoma
$265K +$6.17K +65 +3%
AM
1734
AGF Management
Ontario, Canada
$265K
RIM
1735
RW Investment Management
Idaho
$265K -$16.7K -176 -6%
CWM
1736
Connecticut Wealth Management
Connecticut
$264K -$94.8K -999 -28%
MCCA
1737
Mill Creek Capital Advisors
Pennsylvania
$264K -$7.59K -80 -3%
SFG
1738
SevenBridge Financial Group
Pennsylvania
$264K -$13.7K -144 -5%
DC
1739
Diametric Capital
Massachusetts
$263K +$246K +2,588 New
SC
1740
Searle & Co
Connecticut
$262K -$664 -7 -0.3%
CWM
1741
Concentrum Wealth Management
California
$262K +$5.79K +61 +2%
GBT
1742
Grove Bank & Trust
Florida
$261K +$854 +9 +0.4%
AAM
1743
AR Asset Management
California
$261K
SH
1744
SLT Holdings
Arizona
$260K +$243K +2,557 New
SFI
1745
SPC Financial Inc
Maryland
$260K +$243K +2,557 New
CFO
1746
Custos Family Office
Texas
$259K +$242K +2,552 New
AFA
1747
Allium Financial Advisors
Oregon
$259K +$1.33K +14 +0.6%
VBCG
1748
Valley Brook Capital Group
Pennsylvania
$259K
CSA
1749
Cottage Street Advisors
Massachusetts
$259K
CT
1750
Caldwell Trust
Florida
$258K