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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
976
Trust Company of Toledo
Ohio
$760K +$668K +12,010 New
NP
977
Nilsine Partners
Colorado
$757K +$723 +13 +0.1%
CP
978
Camelot Portfolios
Ohio
$754K -$225K -4,037 -25%
PCA
979
Pallas Capital Advisors
Massachusetts
$751K +$660K +11,868 New
HCP
980
Hexagon Capital Partners
Arkansas
$744K -$1.61K -29 -0.2%
CAG
981
Csenge Advisory Group
Florida
$743K +$72.1K +1,296 +12%
WTB
982
Washington Trust Bank
Washington
$742K -$15.2K -273 -2%
FPB
983
First PREMIER Bank
South Dakota
$737K – – –
PCS
984
Personal CFO Solutions
New Jersey
$737K +$19.7K +354 +3%
FNBOMD
985
First National Bank of Mount Dora
Florida
$736K +$36.7K +660 +6%
HAIM
986
Hunter Associates Investment Management
Pennsylvania
$735K -$22.3K -400 -3%
IB
987
Intrust Bank
Kansas
$732K +$37.8K +679 +6%
CWP
988
Concord Wealth Partners
Virginia
$729K +$93.8K +1,686 +17%
FHA
989
Flagship Harbor Advisors
Massachusetts
$729K -$114K -2,049 -15%
AWM
990
Aviso Wealth Management
Washington
$728K -$43.6K -783 -6%
HCM
991
Hollencrest Capital Management
California
$728K – – –
GIA
992
Gladstone Institutional Advisory
Florida
$725K -$67.9K -1,221 -10%
HH
993
Hilltop Holdings
Texas
$723K -$890 -16 -0.1%
SRL
994
Scientech Research LLC
New Jersey
$720K +$633K +11,380 New
SCM
995
SOL Capital Management
Maryland
$719K -$116K -2,090 -16%
CW
996
CreativeOne Wealth
Kansas
$719K +$348K +6,262 +122%
PHWM
997
Pine Harbor Wealth Management
Maryland
$716K – – –
SC
998
Steph & Co
Wisconsin
$714K +$89.4K +1,606 +17%
SCM
999
Sterneck Capital Management
Missouri
$712K -$27.7K -498 -4%
SCTC
1000
Sanibel Captiva Trust Company
Florida
$711K +$612 +11 +0.1%
38 39
40
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