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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1226
Opal Wealth Advisors
New York
$387K +$107K +1,730 +39%
HKAM
1227
Horizon Kinetics Asset Management
New York
$386K – – –
FA
1228
Fortis Advisors
Pennsylvania
$385K – – –
AWE
1229
Avidian Wealth Enterprises
Texas
$385K +$4.27K +69 +1%
SFC
1230
SYM Financial Corp
Indiana
$385K +$21.3K +344 +6%
MSR
1231
Main Street Research
Connecticut
$384K +$15.7K +254 +4%
SQA
1232
Simon Quick Advisors
New Jersey
$384K +$36.9K +596 +11%
WA
1233
Wealth Alliance
New York
$384K +$1.73K +28 +0.5%
NB
1234
NBT Bank
New York
$383K -$241K -3,905 -39%
FMB
1235
Field & Main Bank
Kentucky
$383K -$6.18K -100 -2%
FFA
1236
Founders Financial Alliance
North Carolina
$382K +$1.85K +30 +0.5%
FFN
1237
Focus Financial Network
Minnesota
$381K -$22.4K -363 -6%
FAIM
1238
Financial Advocates Investment Management
Washington
$380K +$618 +10 +0.2%
SAM
1239
Shell Asset Management
Netherlands
$376K +$372K +6,009 New
BLC
1240
Brown, Lisle/Cummings
Rhode Island
$374K -$11.7K -190 -3%
MCA
1241
MSH Capital Advisors
Arizona
$373K -$80K -1,293 -18%
NAM
1242
NTV Asset Management
West Virginia
$372K +$2.29K +37 +0.6%
CH
1243
Cromwell Holdings
Wyoming
$371K – – –
JWM
1244
Jeppson Wealth Management
California
$369K +$1.92K +31 +0.5%
SSG
1245
Summit Securities Group
New York
$369K +$61.8K +1,000 +20%
BIG
1246
Brooklyn Investment Group
New York
$368K +$103K +1,658 +39%
TI
1247
TTP Investments
California
$366K +$16.8K +272 +5%
RS
1248
Rakuten Securities
Japan
$364K -$5.26K -85 -1%
CIAS
1249
Capital Investment Advisory Services
North Carolina
$363K -$29.6K -479 -8%
EM
1250
ELCO Management
New York
$361K +$120K +1,934 +50%
48 49
50
51 52