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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1876
Autumn Glory Partners
Texas
– -$242K -4,000 Closed
CA
1877
Cornerstone Advisory
Maryland
– -$238K -3,948 Closed
RDWM
1878
Red Door Wealth Management
Tennessee
– -$237K -3,931 Closed
FCBT
1879
First Citizens Bank & Trust
North Carolina
– -$234K -3,886 Closed
PPW
1880
Pinnacle Private Wealth
Massachusetts
– -$234K -3,873 Closed
CL
1881
Choreo LLC
Illinois
– -$234K -3,867 Closed
HPWM
1882
Highland Private Wealth Management
Washington
– -$230K -3,810 Closed
PL
1883
Pluribus Labs
California
– -$227K -3,751 Closed
WA
1884
Waverly Advisors
Alabama
– -$246K -3,663 Closed
SWA
1885
SFMG Wealth Advisors
Texas
– -$220K -3,646 Closed
CA
1886
CoreCap Advisors
Michigan
– -$219K -3,633 Closed
TPA
1887
Trivium Point Advisory
Connecticut
– -$219K -3,620 Closed
KFSC
1888
Keystone Financial Services (Colorado)
Colorado
– -$217K -3,591 Closed
FCA
1889
FLC Capital Advisors
California
– -$216K -3,581 Closed
SWA
1890
Sightline Wealth Advisors
Connecticut
– -$221K -3,581 Closed
DCM
1891
Deuterium Capital Management
Florida
– -$216K -3,577 Closed
GA
1892
Greenspring Advisors
Maryland
– -$215K -3,558 Closed
NAS
1893
Nicolet Advisory Services
Wisconsin
– -$214K -3,548 Closed
CL
1894
CPWM LLC
Washington
– -$247K -3,519 Closed
CAMG
1895
CWA Asset Management Group
Florida
– -$212K -3,509 Closed
MCA
1896
Millennium Capital Advisors
Arkansas
– -$212K -3,505 Closed
VA
1897
Valmark Advisers
Ohio
– -$211K -3,499 Closed
SVWAG
1898
Sound View Wealth Advisors Group
Georgia
– -$211K -3,489 Closed
UMC
1899
United Maritime Capital
New York
– -$210K -3,479 Closed
BWCS
1900
Beirne Wealth Consulting Services
Connecticut
– -$210K -3,476 Closed
74 75
76
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