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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1101
Parkside Financial Bank & Trust
Missouri
$351K -$37.5K -826 -10%
BC
1102
Bridgefront Capital
Texas
$349K +$350K +7,712 New
DBIA
1103
Dumont & Blake Investment Advisors
New Jersey
$348K -$53.1K -1,170 -13%
LTI
1104
Laffer Tengler Investments
Tennessee
$347K +$349K +7,677 New
BWP
1105
BSW Wealth Partners
Colorado
$347K -$8.09K -178 -2%
AWS
1106
Aspen Wealth Strategies
Colorado
$347K +$348K +7,665 New
TWM
1107
Thrive Wealth Management
Pennsylvania
$344K +$84.8K +1,866 +33%
DAM
1108
Delta Asset Management
Tennessee
$341K -$10.6K -234 -3%
MCC
1109
Money Concepts Capital
Florida
$341K +$331K +7,292 +2,917%
TFA
1110
Transamerica Financial Advisors
Florida
$339K +$45.9K +1,011 +16%
NL
1111
NWAM LLC
Washington
$338K +$19.5K +429 +6%
IDBONY
1112
Israel Discount Bank of New York
New York
$338K -$25.3K -558 -7%
CW
1113
CreativeOne Wealth
Kansas
$336K +$3.45K +76 +1%
DS
1114
DRW Securities
Illinois
$335K +$28.3K +624 +9%
HCP
1115
Hexagon Capital Partners
Arkansas
$334K +$18.8K +414 +6%
CRC
1116
Curi RMB Capital
Illinois
$333K -$45.4K -1,000 -12%
FLPIM
1117
F.L. Putnam Investment Management
Massachusetts
$333K +$40.9K +901 +14%
WA
1118
Wealth Alliance
New York
$331K -$260K -5,725 -44%
LAM
1119
Lakewood Asset Management
Illinois
$331K +$332K +7,319 New
LOAMS
1120
Lombard Odier Asset Management (Switzerland)
Switzerland
$330K +$332K +7,300 New
ATC
1121
Adirondack Trust Company
New York
$329K +$21.8K +480 +7%
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$328K -$9.09K -200 -3%
SL
1123
Summitry LLC
California
$327K +$20.9K +460 +7%
IBOK
1124
Independence Bank of Kentucky
Kentucky
$326K -$18.4K -405 -5%
XWM
1125
Xcel Wealth Management
Florida
$326K -$1.95K -43 -0.6%
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