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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
801
First Dallas Securities
Texas
$3.41M +$443K +3,886 +15%
BRWA
802
B. Riley Wealth Advisors
Florida
$3.4M -$663K -5,823 -16%
TPW
803
Talon Private Wealth
Florida
$3.4M +$3.41M +29,944 New
MAMA
804
Myriad Asset Management Advisors
Florida
$3.39M -$70.6K -620 -2%
MWM
805
Meridian Wealth Management
Kentucky
$3.37M +$99.9K +877 +3%
CFD
806
Creative Financial Designs
Indiana
$3.37M +$22.1K +194 +0.7%
PWS
807
Peloton Wealth Strategists
Indiana
$3.37M -$133K -1,170 -4%
WG
808
Winton Group
United Kingdom
$3.34M +$3.35M +29,458 New
BF
809
BOK Financial
Oklahoma
$3.34M +$525K +4,609 +19%
YIA
810
YHB Investment Advisors
Connecticut
$3.34M -$3.19K -28 -0.1%
LWA
811
Lineweaver Wealth Advisors
Ohio
$3.33M -$199K -1,744 -6%
IA
812
IFP Advisors
Florida
$3.31M +$151K +1,328 +5%
JC
813
JB Capital
Connecticut
$3.31M -$1.55M -13,583 -32%
LFM
814
LGT Fund Management
Liechtenstein
$3.31M +$2.01M +17,641 +153%
NW
815
NewEdge Wealth
Pennsylvania
$3.3M -$996K -8,749 -23%
PH
816
Pinnacle Holdings
Oklahoma
$3.29M – – –
HNB
817
Huntington National Bank
Ohio
$3.28M +$517K +4,539 +19%
GSEP
818
Golden State Equity Partners
California
$3.26M +$1.3M +11,454 +66%
PFM
819
Patton Fund Management
Texas
$3.26M +$3.03M +26,622 +1,261%
AWA
820
Aaron Wealth Advisors
Illinois
$3.25M -$178K -1,561 -5%
KCM
821
Kennondale Capital Management
Virginia
$3.25M – – –
SF
822
Slagle Financial
Illinois
$3.24M +$63.5K +558 +2%
4WM
823
44 Wealth Management
Oregon
$3.19M -$517K -4,543 -14%
CC
824
Centiva Capital
New York
$3.19M +$2.39M +20,989 +293%
HAS
825
HBW Advisory Services
California
$3.18M -$4.78K -42 -0.1%
31 32
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