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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2051
West Financial Advisors
Iowa
$35.3K – – –
ITIM
2052
Indiana Trust & Investment Management
Indiana
$34.5K – – –
WOC
2053
West Oak Capital
California
$33.6K -$37.4K -394 -1%
SWIM
2054
Smallwood Wealth Investment Management
New Jersey
$33.6K – – –
GA
2055
Guerra Advisors
Florida
$33.4K +$31.2K +329 New
CCMI
2056
Creative Capital Management Investments
California
$33.3K -$6.93K -73 -18%
RWM
2057
Raffa Wealth Management
District of Columbia
$33.2K +$3.8K +40 +14%
RS
2058
Rakuten Securities
Japan
$32.4K -$533K -5,621 -95%
DF
2059
Dunhill Financial
United Kingdom
$32.4K +$14.5K +153 +92%
DAM
2060
Draper Asset Management
New York
$32.2K +$3.04M +32,000 New
MSWM
2061
Mowery & Schoenfeld Wealth Management
Illinois
$30.4K -$4.08K -43 -13%
LAM
2062
LOM Asset Management
$30K – – –
HWM
2063
Horizons Wealth Management
North Carolina
$28.7K – – –
BC
2064
Barrett & Company
Rhode Island
$28.4K – – –
DWM
2065
Dogwood Wealth Management
Kansas
$27.7K +$4.46K +47 +21%
EPIMS
2066
Evelyn Partners Investment Management Services
$27.4K – – –
PSB
2067
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
SC
2068
SouthState Corp
Florida
$27.1K -$67.9K -716 -73%
NECFA
2069
New England Capital Financial Advisors
Connecticut
$27K -$3.61K -38 -13%
MTIC
2070
Missouri Trust & Investment Company
Missouri
$26.4K – – –
WWM
2071
Wolff Wiese Magana
California
$26K +$11.4K +120 +88%
1IA
2072
1620 Investment Advisors
Massachusetts
$25.6K +$190 +2 +0.8%
AT
2073
Arlington Trust
Alabama
$25.4K – – –
GA
2074
GoalVest Advisory
New York
$25.4K – – –
AWM
2075
Accredited Wealth Management
Kentucky
$24.9K +$759 +8 +3%
81 82
83
84 85