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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
1101
Mandatum Life Insurance Company
Finland
$623K – – –
BFEC
1102
Benjamin F. Edwards & Company
Missouri
$622K -$41K -613 -6%
PCMC
1103
Private Capital Management (Colorado)
Colorado
$622K -$24.2K -362 -4%
HDIM
1104
Hanson & Doremus Investment Management
Vermont
$618K -$1.47K -22 -0.2%
BSW
1105
Buckingham Strategic Wealth
Missouri
$618K +$83.9K +1,254 +17%
AFP
1106
Ausdal Financial Partners
Iowa
$615K -$6.49K -97 -1%
BWP
1107
BSW Wealth Partners
Colorado
$615K +$111K +1,665 +23%
OWA
1108
One Wealth Advisors
California
$613K +$56.9K +851 +11%
CA
1109
Clearstead Advisors
Ohio
$613K +$178K +2,661 +44%
NL
1110
NWAM LLC
Washington
$610K +$42.8K +639 +8%
FDS
1111
First Dallas Securities
Texas
$605K -$47.2K -705 -8%
MCA
1112
Mercer Capital Advisers
New Jersey
$605K – – –
KCM
1113
Kornitzer Capital Management
Kansas
$603K – – –
BAM
1114
Belpointe Asset Management
Nevada
$598K +$3.55K +53 +0.6%
TMAM
1115
Tokio Marine Asset Management
Japan
$598K +$36.8K +550 +7%
PPP
1116
Private Portfolio Partners
New Jersey
$598K +$347K +5,186 +155%
CM
1117
Columbus Macro
Pennsylvania
$596K -$13K -194 -2%
LA
1118
Lau Associates
Delaware
$595K – – –
KIA
1119
KCM Investment Advisors
California
$594K +$26.8K +400 +5%
SMFS
1120
Squar Milner Financial Services
California
$594K +$94.6K +1,414 +20%
OIM
1121
Orca Investment Management
Oregon
$593K -$9.5K -142 -2%
RVPG
1122
Relative Value Partners Group
$581K +$6.69K +100 +1%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$580K -$127K -1,900 -19%
FMWA
1124
Forvis Mazars Wealth Advisors
Missouri
$576K -$11.1K -166 -2%
MPM
1125
Meritage Portfolio Management
Kansas
$576K +$550K +8,220 New
43 44
45
46 47