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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1801
180 Wealth Advisors
Washington
$236K -$9.58K -101 -4%
LA
1802
LVW Advisors
New York
$235K +$220K +2,318 New
RI
1803
Rinkey Investments
California
$235K +$220K +2,317 New
CT
1804
Clearstead Trust
Maine
$235K
CPSC
1805
Carl P. Sherr & Co
Massachusetts
$235K +$219K +2,311 New
PT
1806
Plimoth Trust
Massachusetts
$234K +$219K +2,310 New
PF
1807
Parker Financial
Washington
$234K +$219K +2,304 New
EFMC
1808
Empire Financial Management Company
New York
$233K +$218K +2,295 New
BIA
1809
Beacon Investment Advisors
Maryland
$233K +$218K +2,294 New
CFG
1810
Carr Financial Group
Massachusetts
$232K +$217K +2,289 New
GSWM
1811
Golden State Wealth Management
California
$232K +$190 +2 +0.1%
NFP
1812
NorthLanding Financial Partners
New York
$232K +$217K +2,286 New
GAA
1813
Global Assets Advisory
Florida
$232K +$217K +2,284 New
OFS
1814
Oldfather Financial Services
Nebraska
$231K +$216K +2,280 New
PWA
1815
Providence Wealth Advisors
Illinois
$231K
RWS
1816
Resolute Wealth Strategies
Mississippi
$230K +$215K +2,269 New
LRWA
1817
Long Run Wealth Advisors
New York
$230K +$215K +2,265 New
TW
1818
Traveka Wealth
California
$230K +$215K +2,264 New
FWI
1819
Facet Wealth Inc
Maryland
$230K +$215K +2,262 New
KWM
1820
Keebeck Wealth Management
Illinois
$229K +$215K +2,261 New
CCA
1821
Cora Capital Advisors
New Jersey
$229K +$214K +2,258 New
BFA
1822
Bill Few Associates
Pennsylvania
$229K +$214K +2,257 New
WA
1823
Wealth Architects
California
$229K +$214K +2,257 New
SA
1824
Sylvest Advisors
Texas
$228K -$13.1K -138 -6%
ATS
1825
Ashton Thomas Securities
New York
$228K +$213K +2,247 New