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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1251
Washington Trust
Rhode Island
$358K +$2K +27 +0.5%
SP
1252
Successful Portfolios
Florida
$358K +$7.4K +100 +2%
XSC
1253
X-Square Capital
Puerto Rico
$357K +$46.8K +632 +14%
FAIM
1254
Financial Advocates Investment Management
Washington
$355K -$103K -1,394 -22%
CF
1255
Clarity Financial
Texas
$354K -$159K -2,146 -30%
HA
1256
Harbor Advisors
Florida
$354K – – –
ICA
1257
Infrastructure Capital Advisors
New York
$354K +$370K +5,001 New
GWCM
1258
Godshalk Welsh Capital Management
Pennsylvania
$353K +$7.4K +100 +2%
ACS
1259
Archford Capital Strategies
Illinois
$353K +$369K +4,993 New
OIA
1260
Optimum Investment Advisors
Illinois
$352K -$14.8K -200 -4%
AWM
1261
Apollon Wealth Management
South Carolina
$352K -$9.62K -130 -3%
AIA
1262
Affinity Investment Advisors
California
$351K – – –
LC
1263
Lindbrook Capital
California
$349K -$20.7K -280 -5%
VCM
1264
Virtue Capital Management
Tennessee
$349K +$103K +1,393 +39%
WCM
1265
Whitener Capital Management
North Carolina
$348K – – –
WA
1266
WBH Advisory
Maryland
$348K +$4K +54 +1%
BCA
1267
Berman Capital Advisors
Georgia
$348K +$90.2K +1,219 +33%
NCP
1268
NexWave Capital Partners
New York
$346K -$44.8K -605 -11%
FCFC
1269
First Citizens Financial Corp
Iowa
$346K – – –
WG
1270
Welch Group
Alabama
$346K +$7.03K +95 +2%
VCM
1271
Violich Capital Management
California
$346K +$146K +1,980 +68%
RCM
1272
RNC Capital Management
California
$343K -$214K -2,893 -37%
HBT
1273
Heartland Bank & Trust
Illinois
$340K -$39.4K -533 -10%
CI
1274
CX Institutional
Indiana
$339K +$18.3K +247 +5%
EWM
1275
Endurance Wealth Management
Rhode Island
$338K +$27.7K +375 +8%
49 50
51
52 53