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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
951
Belpointe Asset Management
Nevada
$742K +$16.3K +343 +2%
YWP
952
YorkBridge Wealth Partners
New York
$739K -$12.8K -269 -2%
RIM
953
Redwood Investment Management
Arizona
$737K +$178K +3,750 +35%
WPC
954
White Pine Capital
Minnesota
$733K -$10.4K -220 -2%
ZCA
955
Zeke Capital Advisors
Pennsylvania
$732K +$94.7K +1,997 +16%
Fayez Sarofim & Co
956
Fayez Sarofim & Co
Texas
$728K -$1.42K -30 -0.2%
Carson Wealth (CWM LLC)
957
Carson Wealth (CWM LLC)
Nebraska
$718K – – –
NB
958
Northwest Bancshares
Pennsylvania
$718K +$667K +14,052 New
IIM
959
Ironwood Investment Management
Massachusetts
$717K +$238K +5,014 +56%
AIM
960
Anchor Investment Management
South Carolina
$717K -$177K -3,725 -21%
SKK
961
Shepherd Kaplan Krochuk
Massachusetts
$715K -$47.4K -1,000 -7%
LWAC
962
Laurel Wealth Advisors (California)
California
$714K +$15K +316 +2%
BCM
963
Boltwood Capital Management
California
$713K +$108K +2,285 +20%
GFP
964
Gryphon Financial Partners
Ohio
$710K -$54.9K -1,157 -8%
APF
965
Alaska Permanent Fund
Alaska
$709K – – –
DWT
966
Dorsey & Whitney Trust
South Dakota
$707K -$120K -2,530 -15%
PWMAG
967
Pinnacle Wealth Management Advisory Group
New Jersey
$701K -$901 -19 -0.1%
BKA
968
Brick & Kyle Associates
Pennsylvania
$700K +$3.56K +75 +0.5%
SCA
969
Stillwater Capital Advisors
Pennsylvania
$699K -$94.7K -1,997 -13%
LD
970
Lipe & Dalton
New York
$695K +$229K +4,825 +55%
AT
971
Arden Trust
Delaware
$694K +$65.1K +1,373 +11%
ZIG
972
Zuckerman Investment Group
Illinois
$693K +$52.2K +1,100 +9%
MCM
973
Makena Capital Management
California
$691K +$102K +2,160 +19%
BHB
974
Bank Hapoalim BM
Israel
$691K +$160K +3,363 +33%
V
975
VeraBank
Texas
$685K -$19.1K -402 -3%