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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1151
Hammer Asset Management
California
$421K -$42.9K -843 -11%
RIG
1152
Roosevelt Investment Group
New York
$421K +$52.3K +1,029 +18%
CFGS
1153
Concourse Financial Group Securities
Alabama
$420K -$35.9K -706 -9%
HA
1154
HYA Advisors
Missouri
$420K +$3.71K +73 +1%
EWA
1155
Exencial Wealth Advisors
Oklahoma
$416K -$103K -2,030 -23%
BG
1156
Berry Group
Massachusetts
$413K +$341K +6,700 New
BCM
1157
Boltwood Capital Management
California
$409K -$401K -7,880 -54%
NAM
1158
North American Management
Massachusetts
$408K -$173K -3,400 -34%
FAIM
1159
Financial Advocates Investment Management
Washington
$408K +$49.3K +969 +17%
JCM
1160
Jacobi Capital Management
Pennsylvania
$407K +$26.5K +521 +9%
JFL
1161
Jarislowsky, Fraser Ltd
Quebec, Canada
$406K – – –
LB
1162
Legacy Bridge
Iowa
$405K -$228K -4,494 -41%
KMWM
1163
Keudell/Morrison Wealth Management
Oregon
$405K +$63.4K +1,247 +23%
OR
1164
Olympiad Research
Connecticut
$403K +$333K +6,543 New
WW
1165
Waterfront Wealth
Kansas
$401K +$330K +6,496 New
SC
1166
Shay Capital
New York
$401K +$330K +6,500 New
MWC
1167
MBM Wealth Consultants
Missouri
$395K -$813 -16 -0.2%
TFCP
1168
Twin Focus Capital Partners
Massachusetts
$395K -$152 -3 -0%
SWM
1169
SVA Wealth Management
Wisconsin
$392K -$546K -10,737 -63%
CS
1170
Capital Square
Tennessee
$392K +$324K +6,365 New
FCCM
1171
First City Capital Management
Georgia
$391K +$315K +6,194 New
GCIA
1172
Gabelli & Co Investment Advisers
New York
$388K +$15.3K +300 +5%
BOPW
1173
Brandywine Oak Private Wealth
Pennsylvania
$386K -$98.7K -1,941 -24%
CCM
1174
Coldstream Capital Management
Washington
$386K +$72.1K +1,418 +29%
TI
1175
Tidal Investments
Wisconsin
$386K +$318K +6,257 New
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48 49