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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1951
Principia Wealth Advisory
Texas
$3.38K +$3.23K +48 New
FWM
1952
FSA Wealth Management
Massachusetts
$3.27K – – –
W
1953
WealthCollab
Washington
$3.24K – – –
MIA
1954
MeadowBrook Investment Advisors
Michigan
$3.17K – – –
PPWM
1955
PFG Private Wealth Management
Florida
$3.1K – – –
WW
1956
Winnow Wealth
Texas
$2.77K +$2.7K +40 New
ORAM
1957
One River Asset Management
Connecticut
$2.67K -$49.3K -731 -95%
MSWA
1958
Marshall & Sterling Wealth Advisors
New York
$2.63K +$2.56K +38 New
BL
1959
BFSG LLC
California
$2.54K – – –
CFFP
1960
Center for Financial Planning
Michigan
$2.54K – – –
MFT
1961
Moisand Fitzgerald Tamayo
Florida
$2.46K – – –
CTWM
1962
Cherry Tree Wealth Management
Minnesota
$2.11K – – –
SRCM
1963
Signature Resources Capital Management
California
$2.11K – – –
GK
1964
Graney & King
New York
$2.11K +$2.02K +30 New
CPL
1965
Capital & Planning LLC
Georgia
$2.04K +$1.96K +29 New
PP
1966
PrairieView Partners
Minnesota
$2K – – –
KOCAA
1967
Knights of Columbus Asset Advisors
Connecticut
$1.9K – – –
CAWM
1968
Capital A Wealth Management
Pennsylvania
$1.9K +$1.82K +27 New
STB
1969
S&T Bank
Pennsylvania
$1.83K +$1.75K +26 New
VWWMG
1970
Vermillion & White Wealth Management Group
Pennsylvania
$1.62K – – –
WWM
1971
Wolff Wiese Magana
California
$1.58K – – –
CMA
1972
Cedar Mountain Advisors
Oregon
$1.41K – – –
MBFW
1973
Morton Brown Family Wealth
Pennsylvania
$1.41K – – –
RWM
1974
Ruedi Wealth Management
Illinois
$1.41K – – –
SWC
1975
Spectrum Wealth Counsel
Indiana
$1.41K – – –