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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2151
Alpine Bank Wealth Management
Colorado
$8.73K – – –
SRCM
2152
Signature Resources Capital Management
California
$8.53K -$854 -9 -10%
MCI
2153
MRP Capital Investments
Georgia
$8.51K – – –
CT
2154
Coastline Trust
Rhode Island
$8.32K – – –
WCM
2155
Westend Capital Management
California
$8.22K +$7.69K +81 New
BHWM
2156
Bay Harbor Wealth Management
Maryland
$8.02K +$1.61K +17 +27%
CG
2157
Curat Global
New Hampshire
$7.82K – – –
PWA
2158
Principia Wealth Advisory
Texas
$7.71K +$949 +10 +15%
IWM
2159
IMG Wealth Management
Florida
$6.8K – – –
QWM
2160
Quaker Wealth Management
New Jersey
$6.8K – – –
TCA
2161
Trifecta Capital Advisors
Illinois
$6.6K -$19.3K -203 -76%
WW
2162
Winnow Wealth
Texas
$6.22K +$5.79K +61 New
T
2163
Transce3nd
Texas
$5.95K -$829K -8,733 -99%
HWA
2164
HHM Wealth Advisors
Tennessee
$5.89K -$44.1K -465 -89%
MAS
2165
MPWM Advisory Solutions
Georgia
$5.79K – – –
HHGA
2166
Halbert Hargrove Global Advisors
California
$5.79K +$5.41K +57 New
HFS
2167
Hopwood Financial Services
Virginia
$5.66K – – –
PA
2168
Pineridge Advisors
Missouri
$5.58K -$6.83K -72 -57%
AFG
2169
Albion Financial Group
Utah
$5.48K – – –
BFPW
2170
BOK Financial Private Wealth
Colorado
$5.08K – – –
MFC
2171
Mechanics Financial Corp
Ohio
$5.08K – – –
YAL
2172
Your Advocates Ltd
Texas
$5.08K +$4.74K +50 New
CWM
2173
Cedar Wealth Management
California
$4.96K – – –
FWM
2174
FSA Wealth Management
Massachusetts
$4.72K – – –
W
2175
WealthCollab
Washington
$4.67K – – –
85 86
87
88 89