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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$616K -$18.7K -278 -3%
TCWM
1177
Total Clarity Wealth Management
Illinois
$615K -$50.1K -743 -8%
BWG
1178
Beta Wealth Group
California
$614K +$6.88K +102 +1%
CS
1179
Capital Square
Tennessee
$613K +$3.3K +49 +0.7%
CIA
1180
Cohen Investment Advisors
New Hampshire
$612K +$6.4K +95 +1%
GWM
1181
Geneos Wealth Management
Colorado
$609K -$118K -1,757 -17%
SIA
1182
SkyView Investment Advisors
New Jersey
$609K +$583K +8,648 New
BSTWA
1183
Blake Schutter Theil Wealth Advisors
Ohio
$608K +$9.1K +135 +2%
PIA
1184
Powell Investment Advisors
Florida
$607K – – –
ATC
1185
Adirondack Trust Company
New York
$607K -$3.84K -57 -0.7%
6F
1186
626 Financial
Michigan
$606K +$6.54K +97 +1%
MMPW
1187
Mitchell McLeod Pugh & Williams
Alabama
$606K -$156K -2,313 -21%
SAM
1188
Steinberg Asset Management
New York
$603K -$14.8K -219 -2%
CA
1189
Claro Advisors
Massachusetts
$602K -$270K -4,001 -32%
WANY
1190
Wealthspire Advisors (New York)
New York
$602K -$1.62K -24 -0.3%
SFM
1191
Spartan Fund Management
Canada
$598K +$573K +8,500 New
SC
1192
Syon Capital
California
$595K +$570K +8,459 New
FHA
1193
Flagship Harbor Advisors
Massachusetts
$594K -$108K -1,602 -16%
SCM
1194
Stevens Capital Management
Pennsylvania
$593K -$923K -13,688 -62%
MPWT
1195
MassMutual Private Wealth & Trust
Connecticut
$592K +$9.44K +140 +2%
HPBT
1196
Hickory Point Bank & Trust
Illinois
$587K +$562K +8,339 New
FPB
1197
First PREMIER Bank
South Dakota
$586K – – –
QCG
1198
Quadrant Capital Group
Ohio
$586K +$31.1K +461 +6%
AFAS
1199
Acorn Financial Advisory Services
Virginia
$584K -$7.41K -110 -1%
WG
1200
Winton Group
United Kingdom
$582K +$94K +1,395 +20%
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