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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1001
HCR Wealth Advisors
California
$473K +$429K +7,957 New
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$470K +$56.1K +1,039 +15%
WSC
1003
Wellington Shields & Co
New York
$466K – – –
PA
1004
Parallel Advisors
California
$464K +$422K +7,815 New
TCMG
1005
TSP Capital Management Group
New Jersey
$458K – – –
GCA
1006
Gideon Capital Advisors
New York
$458K +$415K +7,690 New
BWP
1007
BSW Wealth Partners
Colorado
$450K +$389K +7,213 +2,043%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$449K -$45.6K -845 -10%
KF
1009
Krilogy Financial
Missouri
$445K +$31.7K +587 +9%
SC
1010
SouthState Corp
Florida
$444K +$9.23K +171 +2%
IH
1011
IFC Holdings
Florida
$441K -$13.7K -254 -3%
MMPW
1012
Mitchell McLeod Pugh & Williams
Alabama
$440K +$62K +1,150 +18%
FDS
1013
First Dallas Securities
Texas
$439K +$399K +7,394 New
BG
1014
Bahl & Gaynor
Ohio
$436K +$48.9K +906 +14%
SFSIG
1015
San Francisco Sentry Investment Group
California
$433K -$45.7K -847 -10%
UB
1016
UMB Bank
Missouri
$433K +$7.07K +131 +2%
PAG
1017
Pinnacle Advisory Group
Maryland
$430K +$145K +2,681 +59%
ACM
1018
Alpha Capital Management
Texas
$428K +$54 +1 +0%
AC
1019
Amici Capital
New York
$427K – – –
MHP
1020
Manatuck Hill Partners
Connecticut
$420K – – –
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$420K +$78K +1,446 +24%
Hudson Bay Capital Management
1022
Hudson Bay Capital Management
Connecticut
$417K +$379K +7,023 New
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$413K +$32.5K +602 +9%
SSA
1024
Schonfeld Strategic Advisors
New York
$412K +$374K +6,937 New
MFW
1025
Mosaic Family Wealth
Missouri
$411K -$27K -500 -7%