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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1751
Carter Financial Group
Illinois
$483K -$65.7K -505 -13%
BFG
1752
Berger Financial Group
Minnesota
$483K +$34.8K +267 +8%
SLC
1753
Second Line Capital
Louisiana
$482K -$2.99K -23 -0.7%
OIM
1754
Orca Investment Management
Oregon
$478K – – –
PA
1755
Planning Alternatives
Michigan
$478K +$83.7K +643 +23%
LAM
1756
Lifestyle Asset Management
Texas
$477K -$8.33K -64 -2%
SP
1757
Stonebrook Private
Michigan
$477K +$31.2K +240 +8%
TAFW
1758
Tred Avon Family Wealth
Maryland
$476K -$11.6K -89 -3%
AWAP
1759
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$474K +$1.69K +13 +0.4%
SWM
1760
Sagace Wealth Management
Florida
$473K -$57.9K -445 -12%
KV
1761
Kickstand Ventures
New York
$473K – – –
CWP
1762
Curated Wealth Partners
California
$471K +$105K +804 +31%
AWA
1763
Amplius Wealth Advisors
Pennsylvania
$471K +$200K +1,534 +84%
APP
1764
Avantax Planning Partners
Iowa
$470K +$130 +1 +0%
NWM
1765
Northwest Wealth Management
Iowa
$470K +$130 +1 +0%
NCTC
1766
New Covenant Trust Company
Indiana
$470K +$16.5K +127 +4%
BFIM
1767
Beese Fulmer Investment Management
Ohio
$470K +$136K +1,041 +45%
SWM
1768
Sendero Wealth Management
Texas
$469K -$71.5K -549 -14%
Capstone Investment Advisors
1769
Capstone Investment Advisors
New York
$469K -$3.95M -30,375 -90%
CWS
1770
Cypress Wealth Services
California
$468K +$2.6K +20 +0.6%
VFG
1771
Victory Financial Group
Texas
$468K +$148K +1,134 +51%
BPCE
1772
Bank Pictet & Cie (Europe)
Germany
$468K – – –
YIM
1773
Yoffe Investment Management
Pennsylvania
$467K – – –
SPWM
1774
Spartan Planning & Wealth Management
North Carolina
$465K -$76.3K -586 -15%
VW
1775
Vantus Wealth
Pennsylvania
$465K +$432K +3,319 New