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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Shay Capital
New York
$1.36M +$1.36M +30,000 New
PMA
702
Prudent Man Advisors
Illinois
$1.35M +$154K +3,393 +13%
CFB
703
Cullen/Frost Bankers
Texas
$1.34M -$431K -9,484 -24%
WANY
704
Wealthspire Advisors (New York)
New York
$1.34M +$587K +12,916 +77%
LAM
705
Lynch Asset Management
Pennsylvania
$1.34M – – –
DI
706
DFPG Investments
Utah
$1.34M -$40K -881 -3%
MIC
707
Meridian Investment Counsel
California
$1.33M -$24.8K -545 -2%
SA
708
SRN Advisors
Pennsylvania
$1.33M -$158K -3,480 -11%
CAAS
709
Capital Asset Advisory Services
Michigan
$1.33M +$273K +6,010 +26%
AIIMS
710
Analyst IMS Investment Management Services
Israel
$1.32M -$25.3K -557 -2%
RIA
711
Regal Investment Advisors
Michigan
$1.28M -$270K -5,937 -17%
GIP
712
Granite Investment Partners
California
$1.27M -$589K -12,967 -32%
MAS
713
Meeder Advisory Services
Ohio
$1.25M +$1.26M +27,713 New
MAM
714
Mystic Asset Management
Rhode Island
$1.25M +$117K +2,585 +10%
FTDI
715
First Trust Direct Indexing
Massachusetts
$1.25M -$372K -8,196 -23%
MHS
716
M Holdings Securities
Oregon
$1.24M -$122K -2,692 -9%
DEA
717
DoubleLine ETF Adviser
Florida
$1.24M +$1.24M +27,354 New
S
718
SignatureFD
Georgia
$1.24M +$268K +5,899 +28%
AIS
719
AM Investment Strategies
Tennessee
$1.24M +$2.41K +53 +0.2%
AIP
720
Ameritas Investment Partners
Nebraska
$1.23M -$9.81K -216 -0.9%
WOC
721
West Oak Capital
California
$1.23M -$427K -9,400 -26%
SPC
722
Sigma Planning Corp
Michigan
$1.23M -$885K -19,482 -42%
SAM
723
Stansberry Asset Management
Texas
$1.22M +$45.1K +992 +4%
QI
724
Qtron Investments
Massachusetts
$1.21M – – –
MAM
725
Mastrapasqua Asset Management
Tennessee
$1.21M -$98.8K -2,175 -8%
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