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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2026
Webster Bank
Connecticut
$50.8K – – –
MWM
2027
Mascoma Wealth Management
New Hampshire
$50.8K +$47.4K +500 New
JWM
2028
JPL Wealth Management
Colorado
$50.4K +$47.2K +497 New
WBC
2029
West Branch Capital
Massachusetts
$49.9K – – –
BGA
2030
Battery Global Advisors
Massachusetts
$47.6K +$95 +1 +0.2%
LWMI
2031
Legacy Wealth Management (Idaho)
Idaho
$45.6K – – –
CMP
2032
Coston McIsaac & Partners
Maine
$45K – – –
DFA
2033
DHJJ Financial Advisors
Illinois
$44.6K +$2.47K +26 +6%
RF
2034
Robinswood Financial
Washington
$44.5K – – –
RTC
2035
Riverview Trust Company
Washington
$44.2K – – –
HBW
2036
Hazlett, Burt & Watson
West Virginia
$44K +$95 +1 +0.2%
HWP
2037
Highline Wealth Partners
California
$42.4K +$10.3K +109 +35%
ACM
2038
Accent Capital Management
Ohio
$41.8K – – –
AT
2039
Avalon Trust
New Mexico
$41.6K +$949 +10 +3%
SIS
2040
Strategic Investment Solutions
Illinois
$41.3K +$190 +2 +0.5%
MAM
2041
Meeder Asset Management
Ohio
$41.2K -$77.1K -813 -67%
TCM
2042
TruNorth Capital Management
Michigan
$40.6K – – –
HHMI
2043
Howard Hughes Medical Institute
Maryland
$40.2K -$854 -9 -2%
TIM
2044
Tortoise Investment Management
New York
$40.2K +$2.85K +30 +8%
CCM
2045
Cloud Capital Management
Washington
$40K +$37.9K +399 New
CWM
2046
Consultiva Wealth Management
Puerto Rico
$38.5K – – –
AEPWM
2047
Atlantic Edge Private Wealth Management
Florida
$38K +$7.12K +75 +25%
TFM
2048
TFC Financial Management
Massachusetts
$36.4K +$3.23K +34 +10%
AWM
2049
Abound Wealth Management
Tennessee
$36.4K +$7.02K +74 +26%
FMP
2050
Financial Management Professionals
Texas
$35.5K +$5.31K +56 +19%
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