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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
951
Burke & Herbert Bank & Trust
Virginia
$397K -$42.7K -850 -10%
BG
952
Bahl & Gaynor
Ohio
$395K +$98.2K +1,954 +34%
WSC
953
Wellington Shields & Co
New York
$386K -$15.1K -300 -4%
PAS
954
Partnervest Advisory Services
California
$385K +$16.5K +329 +5%
FMWA
955
Forvis Mazars Wealth Advisors
Missouri
$383K -$2.11K -42 -0.6%
CNBT
956
Canandaigua National Bank & Trust
New York
$380K +$21.8K +434 +6%
KIA
957
KCM Investment Advisors
California
$378K -$793K -15,773 -68%
DR
958
Davis Rea
Ontario, Canada
$375K – – –
MA
959
MCF Advisors
Kentucky
$372K +$101 +2 +0%
BWP
960
BSW Wealth Partners
Colorado
$363K – – –
VDI
961
Vaughan David Investments
Illinois
$360K -$1.76K -35 -0.5%
HPC
962
HM Payson & Co
Maine
$359K +$80.6K +1,603 +30%
SWM
963
SVA Wealth Management
Wisconsin
$346K +$12.8K +255 +4%
SCM
964
Southport Capital Management
Tennessee
$344K – – –
MTIM
965
Marathon Trading Investment Management
Pennsylvania
$336K -$553K -11,000 -63%
HCM
966
Howland Capital Management
Massachusetts
$334K – – –
BC
967
Banced Corp
Illinois
$333K +$5.83K +116 +2%
TBNY
968
Trustco Bank (New York)
New York
$331K +$15.1K +300 +5%
JWBC
969
J.W. Burns & Co
New York
$330K -$14.6K -290 -4%
RIG
970
Roosevelt Investment Group
New York
$329K -$25.1K -500 -7%
KPCM
971
Kings Point Capital Management
New York
$325K +$13.8K +275 +5%
MIM
972
Miller Investment Management
Pennsylvania
$323K – – –
TH
973
TCTC Holdings
Texas
$321K +$11.1K +220 +4%
NYLT
974
New York Life Trust
New York
$317K +$68.5K +1,364 +29%
SLG
975
Stanley-Laman Group
Pennsylvania
$316K -$501K -9,962 -62%
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