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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2151
Covestor
United Kingdom
$155K +$1.76K +17 +1%
PP
2152
PFS Partners
New Jersey
$155K -$25.5K -246 -16%
OCM
2153
Osterweis Capital Management
California
$153K +$39.4K +379 +41%
SWA
2154
SOA Wealth Advisors
New York
$150K -$7.58K -73 -5%
HDIM
2155
Hanson & Doremus Investment Management
Vermont
$148K -$18.9K -182 -13%
TCOV
2156
Trust Company of Vermont
Vermont
$146K +$6.33K +61 +5%
DIP
2157
DT Investment Partners
Pennsylvania
$146K – – –
BCM
2158
Boreal Capital Management
Florida
$139K – – –
EWP
2159
Elevation Wealth Partners
California
$139K +$3.74K +36 +3%
MA
2160
Montag & Associates
Georgia
$138K -$5.4K -52 -4%
IRAG
2161
Investment Research & Advisory Group
Georgia
$137K +$727 +7 +0.6%
RF
2162
Rossby Financial
Florida
$135K -$102K -987 -46%
AAG
2163
Armstrong Advisory Group
Massachusetts
$133K +$2.39K +23 +2%
KBFS
2164
Kohmann Bosshard Financial Services
Ohio
$133K +$118K +1,140 New
TAM
2165
Tucker Asset Management
Colorado
$131K +$116K +1,119 New
BGA
2166
Battery Global Advisors
Massachusetts
$131K +$127K +1,226 +261%
BBPWM
2167
Blue Bell Private Wealth Management
Pennsylvania
$128K – – –
CB
2168
Community Bank
New York
$128K +$10.4K +100 +10%
MAM
2169
Morse Asset Management
Connecticut
$125K +$22.8K +220 +26%
SL
2170
Salomon & Ludwin
Virginia
$123K -$3.22K -31 -3%
ECM
2171
EMC Capital Management
Texas
$121K – – –
CW
2172
Curio Wealth
Maryland
$121K +$103K +993 New
PGAM
2173
Princeton Global Asset Management
New Jersey
$120K – – –
GAFA
2174
Garton & Associates Financial Advisors
Kentucky
$118K +$105K +1,009 New
FCMT
2175
Founders Capital Management (Texas)
Texas
$117K – – –
85 86
87
88 89