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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HFBOT
1876
Home Federal Bank of Tennessee
Tennessee
$295K – – –
SP
1877
Successful Portfolios
Florida
$294K -$456 -4 -0.1%
OW
1878
Olistico Wealth
Oklahoma
$293K -$17.9K -157 -6%
WF
1879
Whelan Financial
California
$293K -$37.9K -333 -11%
SC
1880
Searle & Co
Connecticut
$293K – – –
TTWM
1881
TCV Trust & Wealth Management
Virginia
$293K +$9.11K +80 +3%
FCG
1882
Fielder Capital Group
Tennessee
$292K +$3.99K +35 +1%
AAM
1883
AR Asset Management
California
$292K – – –
TBT
1884
Texas Bank & Trust
Texas
$292K -$134K -1,180 -31%
CWP
1885
Curated Wealth Partners
California
$291K -$212K -1,860 -42%
SFWC
1886
Strategic Family Wealth Counselors
New Jersey
$290K -$230K -2,024 -44%
MWA
1887
Meridian Wealth Advisors
Texas
$290K +$4.1K +36 +1%
SWMP
1888
Signature Wealth Management Partners
New Jersey
$290K -$19.6K -172 -6%
VBCG
1889
Valley Brook Capital Group
Pennsylvania
$289K – – –
WCG
1890
Weaver Consulting Group
California
$289K -$911 -8 -0.3%
LOWM
1891
Laurel Oak Wealth Management
New Jersey
$289K -$25.4K -223 -8%
PJWM
1892
Philip James Wealth Mangement
Georgia
$288K -$44.2K -388 -13%
RWP
1893
Revolve Wealth Partners
New Jersey
$288K +$6.04K +53 +2%
LWM
1894
LeConte Wealth Management
Tennessee
$287K +$3.53K +31 +1%
SCA
1895
Sandy Cove Advisors
Massachusetts
$286K +$5.01K +44 +2%
CVA
1896
Central Valley Advisors
California
$286K +$52.2K +458 +22%
WMA
1897
West Michigan Advisors
Michigan
$285K +$4.21K +37 +1%
KFA
1898
Kapstone Financial Advisors
Ohio
$284K +$342 +3 +0.1%
DWA
1899
Douglass Winthrop Advisors
New York
$284K +$285K +2,506 New
OWP
1900
Obermeyer Wealth Partners
Colorado
$284K -$2.28K -20 -0.8%