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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1026
Mercer Capital Advisers
New Jersey
$606K – – –
SC
1027
SouthState Corp
Florida
$601K +$55K +896 +11%
DAC
1028
Dividend Assets Capital
South Carolina
$599K -$41.4K -675 -7%
WA
1029
WFG Advisors
Texas
$598K +$111K +1,807 +25%
JIC
1030
Joel Isaacson & Co
New York
$597K -$18.4K -300 -3%
BG
1031
Bahl & Gaynor
Ohio
$597K +$135K +2,200 +33%
SCG
1032
Sonata Capital Group
Washington
$595K -$9.2K -150 -2%
S
1033
SignatureFD
Georgia
$586K +$33.6K +548 +7%
AFP
1034
Ausdal Financial Partners
Iowa
$584K -$22.2K -362 -4%
EWA
1035
Exencial Wealth Advisors
Oklahoma
$584K +$536K +8,738 New
HDIM
1036
Hanson & Doremus Investment Management
Vermont
$582K -$23.9K -389 -4%
DCM
1037
Driehaus Capital Management
Illinois
$582K -$6.56K -107 -1%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$580K +$154K +2,506 +41%
CBT
1039
Capital Bank & Trust
California
$580K +$531K +8,666 New
AF
1040
Affiance Financial
Minnesota
$579K -$552 -9 -0.1%
FDS
1041
First Dallas Securities
Texas
$575K +$73.6K +1,200 +16%
TAM
1042
Trust Asset Management
Texas
$573K – – –
OIA
1043
OneDigital Investment Advisors
Kansas
$573K +$526K +8,569 New
PTC
1044
Private Trust Company
Ohio
$566K +$192K +3,136 +59%
BCP
1045
Berkeley Capital Partners
Georgia
$565K -$15.8K -257 -3%
LFAS
1046
Level Four Advisory Services
Texas
$562K -$24.2K -395 -4%
FPFS
1047
First Personal Financial Services
North Carolina
$561K +$303K +4,945 +144%
SFSIG
1048
San Francisco Sentry Investment Group
California
$558K +$98.4K +1,605 +24%
IFB
1049
iAB Financial Bank
Indiana
$555K +$132K +2,150 +35%
CA
1050
Clearstead Advisors
Ohio
$554K +$5.95K +97 +1%
40 41
42
43 44