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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2026
Park Place Capital
Alabama
$51.8K – – –
CAC
2027
Core Alternative Capital
Georgia
$51.7K -$16.1K -170 -25%
GFL
2028
Granite FO LLC
New Hampshire
$50.8K – – –
HCM
2029
Horrell Capital Management
Arkansas
$50.8K – – –
WB
2030
Webster Bank
Connecticut
$50.8K – – –
MWM
2031
Mascoma Wealth Management
New Hampshire
$50.8K +$47.4K +500 New
JWM
2032
JPL Wealth Management
Colorado
$50.4K +$47.2K +497 New
BWM
2033
Bullock Wealth Management
Indiana
$50.3K +$19.9K +210 +70%
WBC
2034
West Branch Capital
Massachusetts
$49.9K – – –
BGA
2035
Battery Global Advisors
Massachusetts
$47.6K +$95 +1 +0.2%
LWMI
2036
Legacy Wealth Management (Idaho)
Idaho
$45.6K – – –
CMP
2037
Coston McIsaac & Partners
Maine
$45K – – –
DFA
2038
DHJJ Financial Advisors
Illinois
$44.6K +$2.47K +26 +6%
RF
2039
Robinswood Financial
Washington
$44.5K – – –
RTC
2040
Riverview Trust Company
Washington
$44.2K – – –
HBW
2041
Hazlett, Burt & Watson
West Virginia
$44K +$95 +1 +0.2%
HWP
2042
Highline Wealth Partners
California
$42.4K +$10.3K +109 +35%
ACM
2043
Accent Capital Management
Ohio
$41.8K – – –
AT
2044
Avalon Trust
New Mexico
$41.6K +$949 +10 +3%
SIS
2045
Strategic Investment Solutions
Illinois
$41.3K +$190 +2 +0.5%
MAM
2046
Meeder Asset Management
Ohio
$41.2K -$77.1K -813 -67%
TCM
2047
TruNorth Capital Management
Michigan
$40.6K – – –
HHMI
2048
Howard Hughes Medical Institute
Maryland
$40.2K -$854 -9 -2%
TIM
2049
Tortoise Investment Management
New York
$40.2K +$2.85K +30 +8%
CCM
2050
Cloud Capital Management
Washington
$40K +$37.9K +399 New
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