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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
926
Wealthspire Advisors (New York)
New York
$1.05M +$465K +6,652 +80%
OPS
927
Orion Portfolio Solutions
Nebraska
$1.05M -$48.3K -691 -4%
GWM
928
Geneos Wealth Management
Colorado
$1.04M -$127K -1,813 -11%
CA
929
Cumberland Advisors
Florida
$1.04M -$29.4K -420 -3%
SS
930
Simplicity Solutions
Minnesota
$1.02M +$402K +5,758 +65%
IWP
931
Icon Wealth Partners
Texas
$1.02M +$312K +4,463 +44%
SCM
932
Sterneck Capital Management
Missouri
$1.02M -$67K -959 -6%
ANRIA
933
American National Registered Investment Advisor
Texas
$1.01M – – –
FMB
934
Field & Main Bank
Kentucky
$1M -$44K -630 -4%
DWT
935
Dorsey & Whitney Trust
South Dakota
$1M -$70 -1 -0%
RW
936
RVW Wealth
California
$1M – – –
GG
937
Gleason Group
Kentucky
$995K +$6.85K +98 +0.7%
WTB
938
Washington Trust Bank
Washington
$986K +$489 +7 +0%
TI
939
Telemetry Investments
New York
$986K +$979 +14 +0.1%
BBHBI
940
B, B, H, & B Inc
Alabama
$982K -$51.6K -738 -5%
JWCA
941
J.W. Cole Advisors
Florida
$979K -$326K -4,664 -25%
TBA
942
Tower Bridge Advisors
Pennsylvania
$977K +$699 +10 +0.1%
MMPW
943
Mitchell McLeod Pugh & Williams
Alabama
$974K – – –
CBTWT
944
Community Bank & Trust (Waco, Texas)
Texas
$971K +$84.9K +1,215 +10%
TSW
945
Thompson Siegel & Walmsley
Virginia
$968K -$50.7K -725 -5%
SWM
946
Spire Wealth Management
Virginia
$968K +$105K +1,500 +12%
RSWM
947
Robertson Stephens Wealth Management
California
$966K +$48.9K +700 +5%
WPC
948
White Pine Capital
Minnesota
$956K – – –
SCM
949
Shapiro Capital Management
Georgia
$949K -$398K -5,700 -30%
RCIM
950
Red Cedar Investment Management
Michigan
$943K -$1.53M -21,830 -62%
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