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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2401
Vermillion & White Wealth Management Group
Pennsylvania
$8.63K +$5.3K +51 +222%
IUHSA
2402
Itau Unibanco Holding S.A.
Brazil
$8.52K +$7.58K +73 New
PS
2403
PayPay Securities
Japan
$8.29K +$3.53K +34 +92%
ECA
2404
Elevated Capital Advisors
Utah
$7.82K +$6.96K +67 New
GWM
2405
Greenline Wealth Management
Florida
$7.14K +$6.33K +61 New
WW
2406
Winnow Wealth
Texas
$7.14K – – –
WA
2407
WestEnd Advisors
North Carolina
$7K +$1.76K +17 +40%
HWA
2408
HHM Wealth Advisors
Tennessee
$6.77K – – –
KFG
2409
Kingdom Financial Group
Arizona
$6.76K +$6.02K +58 New
ACA
2410
American Capital Advisory
Idaho
$6.46K +$1.35K +13 +31%
AFG
2411
Albion Financial Group
Utah
$6.3K – – –
BCA
2412
Bitterroot Capital Advisors
Montana
$6.02K +$5.4K +52 New
BFPW
2413
BOK Financial Private Wealth
Colorado
$5.83K – – –
MFC
2414
Mechanics Financial Corp
Ohio
$5.83K – – –
YAL
2415
Your Advocates Ltd
Texas
$5.83K – – –
BFS
2416
Beacon Financial Strategies
North Carolina
$5.83K +$5.19K +50 New
OC
2417
Optima Capital
Oregon
$5.83K +$5.19K +50 New
CWM
2418
Cedar Wealth Management
California
$5.7K – – –
W
2419
WealthCollab
Washington
$5.37K – – –
RFA
2420
Reyes Financial Architecture
California
$5.13K – – –
CFP
2421
Comprehensive Financial Planning
Pennsylvania
$5.13K +$4.57K +44 New
MAS
2422
MPWM Advisory Solutions
Georgia
$4.9K -$1.56K -15 -26%
JFG
2423
JDM Financial Group
Texas
$4.43K – – –
CCMW
2424
Cypress Capital Management (Wyoming)
Wyoming
$4.43K +$3.43K +33 +660%
AF
2425
Align Financial
Minnesota
$4.32K +$448K +4,318 New
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97
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