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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1251
Weik Capital Management
Pennsylvania
$300K – – –
HFM
1252
Hartford Financial Management
Connecticut
$299K +$26.6K +524 +12%
SBSB
1253
Sullivan, Bruyette, Speros & Blaney
Virginia
$298K +$12.8K +252 +6%
RCG
1254
Rock Creek Group
District of Columbia
$297K -$114K -2,240 -32%
FMWA
1255
Forvis Mazars Wealth Advisors
Missouri
$296K -$23.3M -458,275 -99%
MFW
1256
Meristem Family Wealth
Minnesota
$295K -$74.6K -1,467 -23%
CA
1257
Cornerstone Advisory
Maryland
$295K -$35.6K -701 -13%
RA
1258
RFG Advisory
Alabama
$294K +$228K +4,493 New
CDH
1259
Charles D. Hyman
$293K – – –
SIAP
1260
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K – – –
TBNY
1261
Trustco Bank (New York)
New York
$291K – – –
BWM
1262
Buckley Wealth Management
Nevada
$290K – – –
ANTB
1263
AMG National Trust Bank
Colorado
$286K -$1.34M -26,280 -85%
WPW
1264
Waldron Private Wealth
Pennsylvania
$285K -$36.3K -715 -13%
PNC
1265
Park National Corp
Ohio
$285K -$1.83K -36 -0.8%
RB
1266
Renasant Bank
Mississippi
$285K +$234K +4,612 New
EP
1267
Edgestream Partners
New Jersey
$284K -$19M -372,993 -99%
AIA
1268
Allied Investment Advisors
Montana
$283K +$234K +4,595 New
RM
1269
Resource Management
Louisiana
$280K +$231K +4,537 New
BCP
1270
Berkeley Capital Partners
Georgia
$279K +$230K +4,532 New
SC
1271
Steph & Co
Wisconsin
$278K +$72K +1,417 +46%
MWM
1272
Modera Wealth Management
New Jersey
$278K +$230K +4,523 New
ECM
1273
Evergreen Capital Management
Washington
$277K -$12.6K -247 -5%
CBT
1274
CoreFirst Bank & Trust
Kansas
$277K +$228K +4,489 New
AFM
1275
Abbot Financial Management
Massachusetts
$277K +$228K +4,490 New
49 50
51
52 53