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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1076
Next Level Private
New York
$380K +$428K +8,657 New
EP
1077
Elkhorn Partners
Nebraska
$375K +$2.47K +50 +0.6%
GJIC
1078
Gamble Jones Investment Counsel
California
$375K +$198K +4,000 +80%
FNBOMD
1079
First National Bank of Mount Dora
Florida
$374K -$2.92K -59 -0.7%
WQ
1080
Wealth Quarterback
New Jersey
$373K +$32.6K +660 +8%
FC
1081
Fulcrum Capital
Washington
$371K – – –
DBIA
1082
Dumont & Blake Investment Advisors
New Jersey
$370K +$4.94K +100 +1%
DWM
1083
Dorchester Wealth Management
Quebec, Canada
$368K -$74.1K -1,500 -15%
VT
1084
Vise Technologies
New York
$365K +$51.5K +1,042 +13%
AT
1085
Arvest Trust
Oklahoma
$365K +$432K +8,753 New
WEG
1086
World Equity Group
Illinois
$364K +$4.25K +86 +1%
FFG
1087
Fortem Financial Group
California
$363K +$430K +8,706 New
OR
1088
Olympiad Research
Connecticut
$360K -$95.3K -1,929 -18%
AG
1089
Ascent Group
Virginia
$359K -$155K -3,140 -29%
SFS
1090
Solitude Financial Services
Virginia
$359K +$70.4K +1,425 +20%
MGIA
1091
Moneta Group Investment Advisors
Missouri
$358K -$76.2K -1,542 -15%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$358K +$1.19K +24 +0.3%
VC
1093
Vicus Capital
Pennsylvania
$355K -$12K -242 -3%
VBCG
1094
Valley Brook Capital Group
Pennsylvania
$355K – – –
RPCA
1095
Running Point Capital Advisors
California
$353K -$1.09K -22 -0.3%
AHC
1096
Adell Harriman & Carpenter
Texas
$352K +$33.3K +675 +9%
EWM
1097
EPG Wealth Management
Georgia
$351K +$22.3K +452 +6%
CRC
1098
Curi RMB Capital
Illinois
$349K -$1.04K -21 -0.3%
BCM
1099
Boltwood Capital Management
California
$349K +$37.8K +765 +10%
HW
1100
Hancock Whitney
Mississippi
$347K -$37.9K -767 -8%
42 43
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