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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
1751
All Terrain Financial Advisors
Minnesota
$365K – – –
PL
1752
Plancorp LLC
Missouri
$364K +$1.14K +11 +0.4%
TWP
1753
Triad Wealth Partners
Kansas
$362K +$322K +3,104 New
AFT
1754
Alpha Family Trust
California
$362K – – –
MT
1755
Midwest Trust
Kansas
$361K +$47K +453 +17%
AWM
1756
Arista Wealth Management
Nevada
$360K +$320K +3,085 New
EWA
1757
Evolution Wealth Advisors
Florida
$360K +$1.35K +13 +0.4%
MWM
1758
MinichMacGregor Wealth Management
New York
$360K +$320K +3,081 New
APWM
1759
Argonautica Private Wealth Management
Massachusetts
$359K -$17.8K -171 -5%
CP
1760
Camelot Portfolios
Ohio
$359K -$4.05K -39 -1%
PWP
1761
Ponta Wealth Partners
Florida
$358K +$319K +3,069 New
SRL
1762
Scientech Research LLC
New Jersey
$355K +$110K +1,056 +53%
HC
1763
Hamilton Capital
Ohio
$355K +$316K +3,040 New
MSWM
1764
McGlone Suttner Wealth Management
Wisconsin
$354K +$519 +5 +0.2%
WPWM
1765
Western Pacific Wealth Management
Illinois
$354K – – –
TPWA
1766
TRUE Private Wealth Advisors
Oregon
$354K -$3.12K -30 -1%
YWM
1767
Yoder Wealth Management
California
$353K – – –
WFA
1768
Wellspring Financial Advisors
Ohio
$353K +$314K +3,024 New
V
1769
VeraBank
Texas
$352K -$2.7K -26 -0.9%
BPCE
1770
Bank Pictet & Cie (Europe)
Germany
$351K +$313K +3,011 New
CA
1771
Crewe Advisors
Utah
$351K +$6.54K +63 +2%
MRI
1772
Mad River Investors
Massachusetts
$350K – – –
SNB
1773
Security National Bank
Nebraska
$350K – – –
JC
1774
JBGlobal.com
New York
$349K -$69.2K -666 -18%
SGCA
1775
Steel Grove Capital Advisors
Tennessee
$348K -$2.4M -23,156 -89%