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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1876
Summit Wealth Group (Colorado)
Colorado
$384K +$79.7K +612 +29%
SIM
1877
Seaview Investment Managers
Florida
$383K +$72.6K +558 +26%
PAA
1878
Peregrine Asset Advisers
Oregon
$382K – – –
EV
1879
EJMK Ventures
Illinois
$381K +$52.3K +402 +17%
RWS
1880
Resolute Wealth Strategies
Mississippi
$380K +$14.6K +112 +4%
SFO
1881
Stokes Family Office
Louisiana
$379K -$14.4K -111 -4%
BWM
1882
BlackDiamond Wealth Management
New York
$378K +$54.8K +421 +18%
LWM
1883
Langley Wealth Management
Mississippi
$378K +$351K +2,698 New
TBNY
1884
Trustco Bank (New York)
New York
$377K +$65.1K +500 +23%
CSA
1885
Cottage Street Advisors
Massachusetts
$377K -$8.33K -64 -2%
PBK
1886
Peoples Bank (Kansas)
Kansas
$376K -$32.5K -250 -9%
BFG
1887
Beacon Financial Group
Texas
$376K +$44.3K +340 +14%
AF
1888
Atala Financial
California
$375K +$2.6K +20 +0.8%
MWA
1889
Medallion Wealth Advisors
Connecticut
$375K +$26K +200 +8%
LF
1890
Lighthouse Financial
Florida
$374K – – –
VEM
1891
Vann Equity Management
Texas
$373K -$391 -3 -0.1%
ARA
1892
Alexander Randolph Advisory
Virginia
$372K -$344K -2,640 -50%
SC
1893
Sepio Capital
Utah
$371K -$130 -1 -0%
V
1894
VeraBank
Texas
$370K -$49.2K -378 -13%
ACA
1895
Anchor Capital Advisors
Massachusetts
$369K – – –
PWM
1896
Prentice Wealth Management
New York
$369K – – –
AIM
1897
Acropolis Investment Management
Missouri
$368K – – –
RCM
1898
Raleigh Capital Management
North Carolina
$368K -$17.1K -131 -5%
CCA
1899
Cora Capital Advisors
New Jersey
$367K +$1.95K +15 +0.6%
TWML
1900
Todd Wealth Management, LLC
Florida
$366K -$12.8K -98 -4%