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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GXJ
2201
Global X Japan
Japan
$89.9K +$90.3K +793 New
Q1WB
2202
Quest 10 Wealth Builders
Virginia
$87.1K +$15.8K +139 +22%
MSFP
2203
Mark Sheptoff Financial Planning
Connecticut
$87K – – –
ACA
2204
Atlas Capital Advisors
Wyoming
$87K +$4.1K +36 +5%
ST
2205
Smithfield Trust
Pennsylvania
$85K – – –
FRA
2206
Front Row Advisors
California
$83.4K – – –
DJSG
2207
D.J. St. Germain
Massachusetts
$82.7K – – –
GCP
2208
Gill Capital Partners
Colorado
$82.2K +$82.6K +725 New
HFM
2209
Hartford Financial Management
Connecticut
$81.8K – – –
DAM
2210
Davis Asset Management
California
$81.7K +$82K +720 New
TFA
2211
Toth Financial Advisory
Virginia
$81.1K – – –
EA
2212
Evergreen Advisors
Tennessee
$80.7K +$81.1K +712 New
CT
2213
Clearstead Trust
Maine
$80.2K -$177K -1,550 -69%
HIM
2214
Hillsdale Investment Management
Ontario, Canada
$74.9K +$4.55K +40 +6%
WB
2215
Webster Bank
Connecticut
$73.7K +$17.1K +150 +30%
TGY2IT
2216
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$71.7K +$72K +632 New
JGCM
2217
Joseph Group Capital Management
Ohio
$71.6K +$18.7K +164 +35%
TC
2218
Truvestments Capital
Florida
$71.3K +$14.1K +124 +25%
PWMG
2219
Private Wealth Management Group
New Jersey
$71.3K +$6.61K +58 +10%
SC
2220
SouthState Corp
Florida
$71K +$16.1K +141 +29%
FCT
2221
First Community Trust
Iowa
$70.9K – – –
NEWAS
2222
N.E.W. Advisory Services
Wisconsin
$69.5K -$10.2K -90 -13%
WTA
2223
Washington Trust Advisors
Massachusetts
$68.5K +$48.9K +429 +245%
BCM
2224
Berbice Capital Management
New York
$68K – – –
SWIM
2225
Smallwood Wealth Investment Management
New Jersey
$67.6K +$27.9K +245 +70%
87 88
89
90 91