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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1076
Citizens Business Bank
California
$621K -$101K -1,365 -13%
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$621K +$5.18K +70 +0.8%
AAP
1078
Arax Advisory Partners
Colorado
$618K +$646K +8,735 New
TIAM2
1079
Tru Independence Asset Management 2
Oregon
$615K +$643K +8,692 New
WBG
1080
Wharton Business Group
Pennsylvania
$611K +$232K +3,130 +57%
TA
1081
TruWealth Advisors
Louisiana
$609K -$74.2K -1,003 -10%
EP
1082
Eudaimonia Partners
Tennessee
$609K +$10.1K +136 +2%
HIA
1083
Harbor Investment Advisory
Maryland
$609K +$341K +4,603 +115%
LSPW
1084
Lake Street Private Wealth
Illinois
$608K +$94.6K +1,278 +18%
RFMS
1085
RWQ Financial Management Services
Florida
$607K -$1.01M -13,600 -61%
WSTAM
1086
Wilbanks Smith & Thomas Asset Management
Virginia
$607K +$24K +325 +4%
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$606K -$6.66K -90 -1%
NB
1088
Nicolet Bankshares
Wisconsin
$605K +$6.21K +84 +1%
SCA
1089
Sippican Capital Advisors
Massachusetts
$599K – – –
TCOV
1090
Trust Company of Vermont
Vermont
$592K +$14.4K +194 +2%
CPWA
1091
Cerro Pacific Wealth Advisors
California
$592K +$619K +8,364 New
MTIM
1092
Marathon Trading Investment Management
Pennsylvania
$592K +$620K +8,374 New
BWP
1093
BSW Wealth Partners
Colorado
$589K -$26.2K -354 -4%
JCM
1094
Jacobi Capital Management
Pennsylvania
$589K +$84.8K +1,146 +16%
WANY
1095
Wealthspire Advisors (New York)
New York
$586K -$966K -13,050 -61%
IWM
1096
IHT Wealth Management
Illinois
$586K -$84.2K -1,138 -12%
LFF
1097
Level Four Financial
Texas
$584K +$195K +2,642 +47%
WB
1098
WesBanco Bank
West Virginia
$581K +$20.3K +275 +3%
WW
1099
Westshore Wealth
California
$578K +$12.5K +169 +2%
SIC
1100
Samalin Investment Counsel
New York
$576K -$138K -1,871 -19%
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