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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BL
2026
BFSG LLC
California
$4.6K +$1.3K +18 +50%
BFPW
2027
BOK Financial Private Wealth
Colorado
$4.26K – – –
MFC
2028
Mechanics Financial Corp
Ohio
$4.26K – – –
CIM
2029
Contravisory Investment Management
Massachusetts
$4.17K – – –
CWM
2030
Cedar Wealth Management
California
$4.16K +$3.54K +49 New
FWM
2031
FSA Wealth Management
Massachusetts
$3.96K – – –
W
2032
WealthCollab
Washington
$3.92K – – –
RWM
2033
Rialto Wealth Management
New York
$3.75K +$1.52K +21 +91%
RFA
2034
Reyes Financial Architecture
California
$3.75K – – –
ACA
2035
American Capital Advisory
Idaho
$3.6K +$3.04K +42 New
WA
2036
WestEnd Advisors
North Carolina
$3.49K -$1.08K -15 -27%
PS
2037
PayPay Securities
Japan
$3.4K -$145 -2 -5%
JFG
2038
JDM Financial Group
Texas
$3.23K – – –
CAM
2039
Chesapeake Asset Management
New York
$3.04K -$723 -10 -22%
MFT
2040
Moisand Fitzgerald Tamayo
Florida
$2.98K – – –
GK
2041
Graney & King
New York
$2.55K – – –
PW
2042
Pandora Wealth
Illinois
$2.55K – – –
HIA
2043
HFM Investment Advisors
New Jersey
$2.3K +$1.08K +15 +125%
CTB
2044
Country Trust Bank
Illinois
$2.3K +$1.95K +27 New
STB
2045
S&T Bank
Pennsylvania
$2.21K – – –
PP
2046
PrairieView Partners
Minnesota
$2K – – –
KHC
2047
Koesten Hirschmann & Crabtree
Kansas
$1.99K +$1.66K +23 New
VWWMG
2048
Vermillion & White Wealth Management Group
Pennsylvania
$1.96K – – –
FDW
2049
Fourth Dimension Wealth
Ohio
$1.87K – – –
IMC
2050
Investment Management Corporation
Virginia
$1.72K – – –