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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
926
River Wealth Advisors
Pennsylvania
$1.06M +$25K +357 +2%
TH
927
TCTC Holdings
Texas
$1.06M +$31.5K +450 +3%
CAM
928
Cidel Asset Management
Ontario, Canada
$1.05M – – –
EC
929
EJF Capital
Virginia
$1.05M – – –
LMAM
930
Legg Mason Asset Management
Japan
$1.05M -$86.5K -1,238 -8%
WANY
931
Wealthspire Advisors (New York)
New York
$1.05M +$465K +6,652 +80%
OPS
932
Orion Portfolio Solutions
Nebraska
$1.05M -$48.3K -691 -4%
GWM
933
Geneos Wealth Management
Colorado
$1.04M -$127K -1,813 -11%
CA
934
Cumberland Advisors
Florida
$1.04M -$29.4K -420 -3%
SS
935
Simplicity Solutions
Minnesota
$1.02M +$402K +5,758 +65%
IWP
936
Icon Wealth Partners
Texas
$1.02M +$312K +4,463 +44%
SCM
937
Sterneck Capital Management
Missouri
$1.02M -$67K -959 -6%
ANRIA
938
American National Registered Investment Advisor
Texas
$1.01M – – –
FMB
939
Field & Main Bank
Kentucky
$1M -$44K -630 -4%
DWT
940
Dorsey & Whitney Trust
South Dakota
$1M -$70 -1 -0%
RW
941
RVW Wealth
California
$1M – – –
GG
942
Gleason Group
Kentucky
$995K +$6.85K +98 +0.7%
WTB
943
Washington Trust Bank
Washington
$986K +$489 +7 +0%
TI
944
Telemetry Investments
New York
$986K +$979 +14 +0.1%
BBHBI
945
B, B, H, & B Inc
Alabama
$982K -$51.6K -738 -5%
JWCA
946
J.W. Cole Advisors
Florida
$979K -$326K -4,664 -25%
TBA
947
Tower Bridge Advisors
Pennsylvania
$977K +$699 +10 +0.1%
MMPW
948
Mitchell McLeod Pugh & Williams
Alabama
$974K – – –
CBTWT
949
Community Bank & Trust (Waco, Texas)
Texas
$971K +$84.9K +1,215 +10%
TSW
950
Thompson Siegel & Walmsley
Virginia
$968K -$50.7K -725 -5%
36 37
38
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