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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1101
Curi RMB Capital
Illinois
$349K -$1.04K -21 -0.3%
BCM
1102
Boltwood Capital Management
California
$349K +$37.8K +765 +10%
HW
1103
Hancock Whitney
Mississippi
$347K -$37.9K -767 -8%
WW
1104
Waterfront Wealth
Kansas
$346K +$21.5K +436 +6%
SF
1105
Summit Financial
New Jersey
$346K +$27.8K +562 +7%
RIA
1106
Richwood Investment Advisors
Ohio
$343K +$2.47K +50 +0.6%
FDS
1107
First Dallas Securities
Texas
$343K +$69.3K +1,403 +21%
CNC
1108
Canandaigua National Corp
New York
$342K +$5.73K +116 +1%
AA
1109
ALPS Advisors
Colorado
$342K +$405K +8,200 New
AWM
1110
Accurate Wealth Management
Florida
$341K +$282K +5,704 New
TCM
1111
Triumph Capital Management
Colorado
$340K +$41.2K +834 +11%
SKK
1112
Shepherd Kaplan Krochuk
Massachusetts
$338K -$44.5K -900 -10%
DAS
1113
Dynamic Advisor Solutions
Arizona
$338K +$13.7K +277 +4%
LFASL
1114
Lugano Financial Advisors SA (LFA)
Switzerland
$337K +$188K +3,798 +88%
CPA
1115
Court Place Advisors
Maryland
$336K -$16.7K -338 -4%
KA
1116
Kovack Advisors
Florida
$336K +$2.87K +58 +0.7%
IDBONY
1117
Israel Discount Bank of New York
New York
$335K +$7.76K +157 +2%
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$335K +$10.6K +214 +3%
CA
1119
Clearstead Advisors
Ohio
$334K +$45.3K +916 +13%
CFO
1120
CVA Family Office
Colorado
$334K +$272K +5,515 +220%
NSEDCP
1121
NJ State Employees Deferred Compensation Plan
New Jersey
$333K – – –
BCAM
1122
Boston Common Asset Management
Massachusetts
$333K +$148 +3 +0%
FA
1123
Fagan Associates
New York
$333K +$395K +7,999 New
SIC
1124
Samalin Investment Counsel
New York
$331K -$35.4K -717 -8%
EWM
1125
Elmwood Wealth Management
California
$331K +$58.8K +1,190 +18%
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45
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