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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Cedar Wealth Management
California
$4.16K +$3.54K +49 New
FWM
2027
FSA Wealth Management
Massachusetts
$3.96K
W
2028
WealthCollab
Washington
$3.92K
RWM
2029
Rialto Wealth Management
New York
$3.75K +$1.52K +21 +91%
RFA
2030
Reyes Financial Architecture
California
$3.75K
ACA
2031
American Capital Advisory
Idaho
$3.6K +$3.04K +42 New
WA
2032
WestEnd Advisors
North Carolina
$3.49K -$1.08K -15 -27%
PS
2033
PayPay Securities
Japan
$3.4K -$145 -2 -5%
JFG
2034
JDM Financial Group
Texas
$3.23K
CAM
2035
Chesapeake Asset Management
New York
$3.04K -$723 -10 -22%
MFT
2036
Moisand Fitzgerald Tamayo
Florida
$2.98K
GK
2037
Graney & King
New York
$2.55K
PW
2038
Pandora Wealth
Illinois
$2.55K
HIA
2039
HFM Investment Advisors
New Jersey
$2.3K +$1.08K +15 +125%
CTB
2040
Country Trust Bank
Illinois
$2.3K +$1.95K +27 New
STB
2041
S&T Bank
Pennsylvania
$2.21K
PP
2042
PrairieView Partners
Minnesota
$2K
KHC
2043
Koesten Hirschmann & Crabtree
Kansas
$1.99K +$1.66K +23 New
VWWMG
2044
Vermillion & White Wealth Management Group
Pennsylvania
$1.96K
FDW
2045
Fourth Dimension Wealth
Ohio
$1.87K
IMC
2046
Investment Management Corporation
Virginia
$1.72K
CMA
2047
Cedar Mountain Advisors
Oregon
$1.7K
PWA
2048
Provenance Wealth Advisors
Florida
$1.45K
GJIA
2049
Glass Jacobson Investment Advisors
Maryland
$1.36K -$22.6K -312 -95%
DF
2050
DecisionPoint Financial
Arizona
$1.21K +$1.01K +14 New