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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1226
Fulcrum Capital
Washington
$460K – – –
HA
1227
HYA Advisors
Missouri
$456K +$52.7K +793 +12%
PAM
1228
PVG Asset Management
Colorado
$454K +$500K +7,526 New
DS
1229
DRW Securities
Illinois
$454K +$500K +7,519 New
LOAMS
1230
Lombard Odier Asset Management (Switzerland)
Switzerland
$452K -$308K -4,625 -38%
CFD
1231
Creative Financial Designs
Indiana
$452K +$91.6K +1,378 +23%
BHBT
1232
Burke & Herbert Bank & Trust
Virginia
$451K – – –
FMLI
1233
Fukoku Mutual Life Insurance
Japan
$449K +$16K +240 +3%
WTA
1234
Washington Trust Advisors
Massachusetts
$449K +$494K +7,435 New
ADL
1235
Asset Dedication LLC
California
$443K -$67.4K -1,013 -12%
IA
1236
IFP Advisors
Florida
$440K -$251K -3,778 -34%
AIM
1237
Aspen Investment Management
Michigan
$440K -$22.6K -340 -4%
FC
1238
Fusion Capital
South Carolina
$440K +$287K +4,321 +146%
TA
1239
Tiedemann Advisors
New York
$438K +$3.06K +46 +0.6%
CWM
1240
Calamos Wealth Management
Illinois
$436K -$274K -4,117 -36%
PWM
1241
Prentice Wealth Management
New York
$436K +$931 +14 +0.2%
KFA
1242
Kelleher Financial Advisors
New York
$434K +$7.65K +115 +2%
PCM
1243
Perritt Capital Management
Illinois
$432K -$60.5K -910 -11%
SWP
1244
Strategic Wealth Partners
Ohio
$430K -$2.03M -30,466 -81%
IAG
1245
Investmark Advisory Group
Connecticut
$428K +$471K +7,088 New
WW
1246
Waterfront Wealth
Kansas
$423K +$37.4K +563 +9%
IWM
1247
IHT Wealth Management
Illinois
$420K -$22.4K -337 -5%
ABC
1248
Associated Banc-Corp
Wisconsin
$420K -$1.53K -23 -0.3%
DA
1249
Denali Advisors
California
$417K +$99.7K +1,500 +28%
MA
1250
Mutual Advisors
Nebraska
$416K -$332 -5 -0.1%
48 49
50
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