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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1251
Marino Stram & Associates
Massachusetts
$263K +$286K +5,710 New
CCM
1252
Compton Capital Management
Rhode Island
$262K -$677K -13,540 -70%
BWM
1253
BT Wealth Management
Georgia
$262K -$25.7K -513 -8%
DA
1254
DSC Advisors
Illinois
$261K -$6.75K -135 -2%
XSC
1255
X-Square Capital
Puerto Rico
$260K +$17.6K +352 +7%
C
1256
Covestor
United Kingdom
$260K +$39.2K +783 +16%
QC
1257
Quent Capital
New York
$259K -$26.4K -527 -9%
FCBT
1258
First Citizens Bank & Trust
North Carolina
$259K +$281K +5,613 New
HI
1259
Harbour Investments
Wisconsin
$258K +$281K +5,618 New
EWA
1260
Exencial Wealth Advisors
Oklahoma
$256K -$79.7K -1,594 -22%
ALAM
1261
Asahi Life Asset Management
Japan
$255K +$277K +5,540 New
DP
1262
DDD Partners
Washington
$254K – – –
IAN
1263
Integrated Advisors Network
Texas
$253K -$2.54M -50,676 -90%
FFA
1264
First Foundation Advisors
California
$253K +$16.2K +323 +6%
DWM
1265
Doyle Wealth Management
Florida
$252K -$953K -19,053 -78%
MSFS
1266
Main Street Financial Solutions
Pennsylvania
$252K -$44K -880 -14%
IF
1267
Integrity Financial
Wyoming
$252K – – –
CIAS
1268
Capital Investment Advisory Services
North Carolina
$252K +$31.4K +628 +13%
FLI
1269
Family Legacy Inc
South Carolina
$251K +$3.1K +62 +1%
IWM
1270
IHT Wealth Management
Illinois
$249K -$74.9K -1,497 -22%
WA
1271
WBH Advisory
Maryland
$249K +$200 +4 +0.1%
BFEC
1272
Benjamin F. Edwards & Company
Missouri
$248K -$317K -6,344 -54%
RWP
1273
Revolve Wealth Partners
New Jersey
$248K +$28.6K +572 +12%
LI
1274
LVZ Inc
Michigan
$248K +$36.2K +724 +15%
FNBOSM
1275
First National Bank of South Miami
Florida
$248K +$75.1K +1,501 +39%
49 50
51
52 53