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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2226
Capital Advisors Ltd
Ohio
$62K +$569 +5 +0.9%
FP
2227
Financial Perspectives
Minnesota
$61.9K
BOJHT
2228
Bank of Jackson Hole Trust
Wyoming
$61.7K +$16.1K +141 +35%
EPIMS
2229
Evelyn Partners Investment Management Services
$61K +$30.5K +268 +99%
FW
2230
Fairway Wealth
Ohio
$59.9K -$15.9K -140 -21%
FFC
2231
First Financial Corp
Indiana
$58.2K
Vanguard National Trust
2232
Vanguard National Trust
Pennsylvania
$58.1K +$58.3K +512 New
DWM
2233
Dogwood Wealth Management
Kansas
$57.2K +$22.3K +196 +64%
C
2234
Covestor
United Kingdom
$57K -$93.6K -822 -62%
MWM
2235
Mascoma Wealth Management
New Hampshire
$56.7K -$2.5K -22 -4%
HCM
2236
Horrell Capital Management
Arkansas
$56.7K
SR
2237
Swiss Re
Switzerland
$56.7K
FNWA
2238
Financial Network Wealth Advisors
Utah
$56.6K -$4.44K -39 -7%
BA
2239
Ballast Advisors
Minnesota
$56.1K +$56.4K +495 New
LWM
2240
Lodestone Wealth Management
Washington
$56.1K +$228 +2 +0.4%
HC
2241
Hara Capital
Washington
$54K
BGA
2242
Battery Global Advisors
Massachusetts
$53.5K -$139K -1,223 -72%
AEPWM
2243
Atlantic Edge Private Wealth Management
Florida
$50.9K
JWM
2244
JPL Wealth Management
Colorado
$50.8K +$51K +448 New
RF
2245
Robinswood Financial
Washington
$50.2K +$228 +2 +0.5%
CMP
2246
Coston McIsaac & Partners
Maine
$50K
HBW
2247
Hazlett, Burt & Watson
West Virginia
$50K +$114 +1 +0.2%
PJC
2248
Phillip James Consulting
Minnesota
$50K +$3.76K +33 +8%
DFA
2249
DHJJ Financial Advisors
Illinois
$49.9K
HWP
2250
Highline Wealth Partners
California
$49.4K +$1.48K +13 +3%