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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
1151
Bank Hapoalim BM
Israel
$661K -$20.9K -310 -3%
UIM
1152
Unified Investment Management
Georgia
$658K +$630K +9,341 New
WWM
1153
Western Wealth Management
Colorado
$654K -$49.9K -741 -7%
HI
1154
Humankind Investments
New York
$651K -$46.3K -687 -7%
SAM
1155
Strive Asset Management
Ohio
$651K +$623K +9,243 New
HA
1156
Herold Advisors
New York
$650K -$10.1K -150 -2%
GAM
1157
Grandview Asset Management
Pennsylvania
$650K +$622K +9,235 New
GCM
1158
Gallacher Capital Management
Colorado
$650K +$42.3K +628 +7%
CCM
1159
Chilton Capital Management
Texas
$648K -$180K -2,670 -22%
CCM
1160
Chiron Capital Management
Florida
$646K -$91.1K -1,351 -13%
MFG
1161
MidWestOne Financial Group
Iowa
$644K +$345K +5,123 +127%
PCM
1162
Perritt Capital Management
Illinois
$643K +$270 +4 +0%
LI
1163
LRI Investments
Florida
$643K +$5.93K +88 +1%
EP
1164
Essential Planning
New Hampshire
$639K +$640K +9,490 New
CF
1165
Centaurus Financial
California
$636K +$29.9K +444 +5%
GWMR
1166
GC Wealth Management RIA
Massachusetts
$636K +$17.8K +264 +3%
BAM
1167
Brave Asset Management
New Jersey
$635K – – –
T
1168
Transce3nd
Texas
$632K +$604K +8,955 New
WE
1169
Wealth Effects
Massachusetts
$630K +$6.74K +100 +1%
VF
1170
Vest Financial
Virginia
$628K +$75.4K +1,118 +14%
TWPM
1171
Total Wealth Planning & Management
Florida
$625K +$598K +8,873 New
DMBA
1172
Deseret Mutual Benefit Administrators
Utah
$623K -$74.9K -1,112 -11%
AF
1173
Advisornet Financial
Minnesota
$622K -$22.2K -329 -4%
ALAM
1174
Asahi Life Asset Management
Japan
$619K – – –
MVA
1175
Mount Vernon Associates
Maryland
$617K – – –
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