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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1251
NWAM LLC
Washington
$545K +$119K +1,556 +25%
HPBT
1252
Hickory Point Bank & Trust
Illinois
$544K -$51.9K -681 -8%
BPW
1253
Bingham Private Wealth
California
$543K +$80.8K +1,059 +16%
PPW
1254
Parcion Private Wealth
Washington
$543K +$278K +3,648 +91%
SB
1255
Simmons Bank
Arkansas
$543K -$7.4K -97 -1%
OHWA
1256
Oak Hill Wealth Advisors
Virginia
$542K -$915 -12 -0.2%
QPWM
1257
Quadrant Private Wealth Management
Pennsylvania
$541K -$12K -157 -2%
PWM
1258
Proathlete Wealth Management
Florida
$539K +$19.1K +251 +3%
SVWAG
1259
Sound View Wealth Advisors Group
Georgia
$537K -$6.94K -91 -1%
FCCM
1260
First City Capital Management
Georgia
$537K +$1.22K +16 +0.2%
TWPM
1261
Total Wealth Planning & Management
Florida
$537K -$99.8K -1,309 -15%
DAM
1262
Delta Asset Management
Tennessee
$536K – – –
KIA
1263
KCM Investment Advisors
California
$535K -$11.1K -145 -2%
RCAG
1264
Rehmann Capital Advisory Group
Michigan
$535K +$19.2K +252 +3%
ALAM
1265
Asahi Life Asset Management
Japan
$533K -$98.4K -1,290 -15%
CS
1266
Capital Square
Tennessee
$530K -$3.74K -49 -0.7%
JSW
1267
Journey Strategic Wealth
New Jersey
$528K +$30.3K +397 +6%
OC
1268
Opinicus Capital
Florida
$526K -$14.5K -190 -2%
AWM
1269
Aprio Wealth Management
Georgia
$526K +$189K +2,475 +50%
AWE
1270
Avidian Wealth Enterprises
Texas
$526K +$62.6K +821 +12%
DG
1271
DMC Group
Alabama
$522K -$590K -7,743 -51%
AC
1272
ASB Consultores
Florida
$520K +$124K +1,632 +29%
CFO
1273
CVA Family Office
Colorado
$520K -$5.11K -67 -0.9%
BWG
1274
Beta Wealth Group
California
$520K -$107K -1,401 -16%
WAG
1275
Wallace Advisory Group
California
$514K -$8.54K -112 -2%
49 50
51
52 53