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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2051
Court Place Advisors
Maryland
– -$312K -4,988 Closed
MPM
2052
MBB Public Markets
Illinois
– -$310K -4,950 Closed
WDC
2053
Woodward Diversified Capital
California
– -$310K -4,946 Closed
SW
2054
SteelPeak Wealth
California
– -$302K -4,825 Closed
MSFS
2055
Main Street Financial Solutions
Pennsylvania
– -$299K -4,782 Closed
PWM
2056
Palumbo Wealth Management
New York
– -$297K -4,749 Closed
BWM
2057
BlackDiamond Wealth Management
New York
– -$290K -4,196 Closed
EIP
2058
Epoch Investment Partners
New York
– -$247K -3,943 Closed
MS
2059
Maven Securities
Jersey
– -$263K -3,902 Closed
UFF
2060
USA Financial Formulas
Michigan
– -$232K -3,707 Closed
PBO
2061
Peoples Bank (Ohio)
Ohio
– -$228K -3,635 Closed
SPA
2062
Sherbrooke Park Advisers
New York
– -$224K -3,584 Closed
AOI
2063
Auto-Owners Insurance
Michigan
– -$219K -3,500 Closed
EC
2064
EntryPoint Capital
New York
– -$216K -3,453 Closed
NC
2065
nVerses Capital
Florida
– -$163K -2,600 Closed
CPA
2066
Capital Performance Advisors
California
– -$143K -2,278 Closed
AIM
2067
Acropolis Investment Management
Missouri
– -$108K -1,718 Closed
BWP
2068
Baldwin Wealth Partners
Massachusetts
– -$101K -1,610 Closed
OWP
2069
ORG Wealth Partners
Texas
– -$79.6K -1,271 Closed
VAMG
2070
Voisard Asset Management Group
Michigan
– -$79.3K -1,267 Closed
ATS
2071
Ashton Thomas Securities
New York
– -$75.3K -1,203 Closed
CP
2072
Castleview Partners
Texas
– -$57.9K -925 Closed
PS
2073
Planned Solutions
California
– -$52.1K -832 Closed
EAM
2074
Exane Asset Management
France
– -$38.2K -610 Closed
GJWM
2075
Gilliland Jeter Wealth Management
Arkansas
– -$33.9K -542 Closed
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