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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2051
SteelPeak Wealth
California
– -$302K -4,825 Closed
MSFS
2052
Main Street Financial Solutions
Pennsylvania
– -$299K -4,782 Closed
PWM
2053
Palumbo Wealth Management
New York
– -$297K -4,749 Closed
BWM
2054
BlackDiamond Wealth Management
New York
– -$290K -4,196 Closed
EIP
2055
Epoch Investment Partners
New York
– -$247K -3,943 Closed
MS
2056
Maven Securities
Jersey
– -$263K -3,902 Closed
UFF
2057
USA Financial Formulas
Michigan
– -$232K -3,707 Closed
PBO
2058
Peoples Bank (Ohio)
Ohio
– -$228K -3,635 Closed
SPA
2059
Sherbrooke Park Advisers
New York
– -$224K -3,584 Closed
AOI
2060
Auto-Owners Insurance
Michigan
– -$219K -3,500 Closed
EC
2061
EntryPoint Capital
New York
– -$216K -3,453 Closed
NC
2062
nVerses Capital
Florida
– -$163K -2,600 Closed
CPA
2063
Capital Performance Advisors
California
– -$143K -2,278 Closed
AIM
2064
Acropolis Investment Management
Missouri
– -$108K -1,718 Closed
BWP
2065
Baldwin Wealth Partners
Massachusetts
– -$101K -1,610 Closed
OWP
2066
ORG Wealth Partners
Texas
– -$79.6K -1,271 Closed
VAMG
2067
Voisard Asset Management Group
Michigan
– -$79.3K -1,267 Closed
ATS
2068
Ashton Thomas Securities
New York
– -$75.3K -1,203 Closed
CP
2069
Castleview Partners
Texas
– -$57.9K -925 Closed
PS
2070
Planned Solutions
California
– -$52.1K -832 Closed
EAM
2071
Exane Asset Management
France
– -$38.2K -610 Closed
GJWM
2072
Gilliland Jeter Wealth Management
Arkansas
– -$33.9K -542 Closed
UCI
2073
Uncommon Cents Investing
Wisconsin
– -$16.1K -257 Closed
CPA
2074
Clear Point Advisors
New York
– -$14.7K -234 Closed
HC
2075
Hoese & Co
Minnesota
– -$10.8K -173 Closed
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