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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1151
Opinicus Capital
Florida
$472K +$6.93K +112 +2%
MC
1152
Marest Capital
California
$470K +$4.02K +65 +0.9%
DM
1153
Diker Management
New York
$470K – – –
NSIM
1154
North Star Investment Management
Illinois
$470K -$23.6K -382 -5%
BJL
1155
Brighton Jones LLC
Washington
$469K -$557 -9 -0.1%
CWP
1156
Cyndeo Wealth Partners
Florida
$468K -$5.75M -92,940 -93%
CS
1157
Capital Square
Tennessee
$468K +$3.77K +61 +0.8%
WMA
1158
Wealth Management Associates
New Jersey
$464K +$459K +7,416 New
RI
1159
Ridgewood Investments
New Jersey
$463K -$13K -211 -3%
FB
1160
First Bancorp
Maine
$459K – – –
EWA
1161
Exencial Wealth Advisors
Oklahoma
$458K -$72.4K -1,171 -14%
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$457K -$517K -8,361 -53%
TW
1163
TrinityPoint Wealth
Connecticut
$456K +$1.42K +23 +0.3%
FIA
1164
FNY Investment Advisers
New York
$455K +$114K +1,845 +34%
PWM
1165
Proathlete Wealth Management
Florida
$454K -$4.7K -76 -1%
HCM
1166
Hodges Capital Management
Texas
$452K +$447K +7,221 New
EP
1167
Elkhorn Partners
Nebraska
$451K +$49.5K +800 +13%
CIC
1168
Carnegie Investment Counsel
Ohio
$451K -$49.5K -800 -10%
SWM
1169
Silverlake Wealth Management
Vermont
$450K +$11.1K +179 +3%
EWA
1170
EverSource Wealth Advisors
Alabama
$448K +$4.58K +74 +1%
MCM
1171
Mengis Capital Management
Oregon
$447K – – –
DP
1172
Dearborn Partners
Illinois
$445K +$440K +7,115 New
HKIM
1173
Hayek Kallen Investment Management
Alabama
$444K +$13K +211 +3%
WFI
1174
West Family Investments
California
$444K +$42.8K +692 +11%
CWM
1175
Cornerstone Wealth Management
Missouri
$443K -$29K -469 -6%
45 46
47
48 49