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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2276
Bogart Wealth LLC
Virginia
$35.8K +$14.2K +137 +81%
BW
2277
Basepoint Wealth
Iowa
$35.8K +$31.9K +307 New
BW
2278
Bravera Wealth
North Dakota
$35.2K +$31.4K +302 New
MASM
2279
MH & Associates Securities Management
California
$35.2K +$31.3K +301 New
LAM
2280
LOM Asset Management
$35K – – –
PFO
2281
Pioneer Family Office
Florida
$35K +$31.2K +300 New
MPW
2282
MASECO Private Wealth
$34.7K +$30.9K +298 New
LGWM
2283
Litman Gregory Wealth Management
California
$34.4K +$30.6K +295 New
KG
2284
Kilter Group
New York
$34.3K +$12K +116 +65%
EF
2285
Entrust Financial
Pennsylvania
$34.1K +$30.3K +292 New
CFM
2286
Cornerstone Financial Management
Massachusetts
$34.1K +$30.3K +292 New
OWP
2287
ORG Wealth Partners
Texas
$33.9K -$164K -1,575 -84%
AF
2288
Aviso Financial
Ontario, Canada
$33.8K +$30.1K +290 New
HWM
2289
Horizons Wealth Management
North Carolina
$33K – – –
BC
2290
Barrett & Company
Rhode Island
$32.6K – – –
EPIMS
2291
Evelyn Partners Investment Management Services
$31.5K – – –
HNW
2292
High Note Wealth
Minnesota
$31.5K +$14.5K +140 +108%
LIA
2293
Luken Investment Analytics
Tennessee
$31.5K +$28K +270 New
PSB
2294
Piscataqua Savings Bank
New Hampshire
$31.5K – – –
MTIC
2295
Missouri Trust & Investment Company
Missouri
$30.3K – – –
1IA
2296
1620 Investment Advisors
Massachusetts
$29.6K – – –
VR
2297
Vision Retirement
New Jersey
$29.5K +$26.3K +253 New
NECFA
2298
New England Capital Financial Advisors
Connecticut
$29.4K -$1.45K -14 -5%
PCM
2299
Penserra Capital Management
California
$29K -$531K -5,114 -95%
SEP
2300
Signature Equity Partners
Ohio
$28.7K +$25.5K +246 New
90 91
92
93 94