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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Consultiva Wealth Management
Puerto Rico
$38.5K – – –
AEPWM
2052
Atlantic Edge Private Wealth Management
Florida
$38K +$7.12K +75 +25%
TFM
2053
TFC Financial Management
Massachusetts
$36.4K +$3.23K +34 +10%
AWM
2054
Abound Wealth Management
Tennessee
$36.4K +$7.02K +74 +26%
FMP
2055
Financial Management Professionals
Texas
$35.5K +$5.31K +56 +19%
WFA
2056
West Financial Advisors
Iowa
$35.3K – – –
ITIM
2057
Indiana Trust & Investment Management
Indiana
$34.5K – – –
SWIM
2058
Smallwood Wealth Investment Management
New Jersey
$33.6K – – –
GA
2059
Guerra Advisors
Florida
$33.4K +$31.2K +329 New
CCMI
2060
Creative Capital Management Investments
California
$33.3K -$6.93K -73 -18%
RWM
2061
Raffa Wealth Management
District of Columbia
$33.2K +$3.8K +40 +14%
RS
2062
Rakuten Securities
Japan
$32.4K -$533K -5,621 -95%
DF
2063
Dunhill Financial
United Kingdom
$32.4K +$14.5K +153 +92%
DAM
2064
Draper Asset Management
New York
$32.2K +$3.04M +32,000 New
MSWM
2065
Mowery & Schoenfeld Wealth Management
Illinois
$30.4K -$4.08K -43 -13%
LAM
2066
LOM Asset Management
$30K – – –
HWM
2067
Horizons Wealth Management
North Carolina
$28.7K – – –
BC
2068
Barrett & Company
Rhode Island
$28.4K – – –
DWM
2069
Dogwood Wealth Management
Kansas
$27.7K +$4.46K +47 +21%
EPIMS
2070
Evelyn Partners Investment Management Services
$27.4K – – –
PSB
2071
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
SC
2072
SouthState Corp
Florida
$27.1K -$67.9K -716 -73%
NECFA
2073
New England Capital Financial Advisors
Connecticut
$27K -$3.61K -38 -13%
MTIC
2074
Missouri Trust & Investment Company
Missouri
$26.4K – – –
WWM
2075
Wolff Wiese Magana
California
$26K +$11.4K +120 +88%
81 82
83
84 85