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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1201
Sit Investment Associates
Minnesota
$456K – – –
BSW
1202
Buckingham Strategic Wealth
Missouri
$456K +$24.2K +342 +6%
EWA
1203
EP Wealth Advisors
California
$454K +$30.8K +435 +7%
B
1204
Bailard
California
$452K -$35.6K -504 -7%
CLOS
1205
Compagnie Lombard Odier SCmA
Switzerland
$450K +$2.33K +33 +0.5%
CWM
1206
Confluence Wealth Management
Oregon
$450K +$3.11K +44 +0.7%
BJL
1207
Brighton Jones LLC
Washington
$445K +$7.49K +106 +2%
FNT
1208
First National Trust
Pennsylvania
$444K -$173K -2,450 -28%
KSA
1209
Ken Stern & Associates
California
$441K -$2.9K -41 -0.7%
WPW
1210
Waldron Private Wealth
Pennsylvania
$441K +$9.62K +136 +2%
TPWA
1211
TRUE Private Wealth Advisors
Oregon
$438K +$7.57K +107 +2%
MIH
1212
Meitav Investment House
Israel
$438K – – –
KA
1213
Kaizen Advisory
Illinois
$437K – – –
CA
1214
Calton & Associates
Florida
$436K -$8.41K -119 -2%
CAG
1215
Crestwood Advisors Group
Massachusetts
$435K – – –
LA
1216
Legacy Advisors
Pennsylvania
$435K +$308K +4,350 +253%
RTS
1217
Round Table Services
New Jersey
$434K +$427K +6,044 New
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$433K – – –
LIC
1219
Lodestar Investment Counsel
Illinois
$433K – – –
AWA
1220
ARS Wealth Advisors
Florida
$431K -$1.98K -28 -0.5%
GJIC
1221
Gamble Jones Investment Counsel
California
$430K -$1.7K -24 -0.4%
DSI
1222
Daiwa SB Investments
Japan
$427K -$283K -4,000 -40%
SCA
1223
Sage Capital Advisors
South Dakota
$427K +$7.49K +106 +2%
PP
1224
PagnatoKarp Partners
Virginia
$424K +$16.3K +230 +4%
HAG
1225
HighPoint Advisor Group
Illinois
$421K +$17.7K +250 +4%
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