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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1276
COWA LLC
Oklahoma
$597K +$10.4K +144 +2%
TA
1277
TrueWealth Advisors
Alabama
$596K +$37.6K +520 +8%
MWS
1278
MFA Wealth Services
California
$595K +$17.6K +244 +4%
MWM
1279
Modera Wealth Management
New Jersey
$591K +$795 +11 +0.2%
AWM
1280
Aviso Wealth Management
Washington
$589K +$74.2K +1,027 +17%
WMA
1281
Wealth Management Associates
New Jersey
$588K -$3.47K -48 -0.7%
UIM
1282
Unified Investment Management
Georgia
$587K +$12.6K +174 +3%
EWA
1283
Exencial Wealth Advisors
Oklahoma
$587K -$10.8K -150 -2%
NSAM
1284
North Star Asset Management
Wisconsin
$587K +$149K +2,061 +43%
NLP
1285
Next Level Private
New York
$584K +$651 +9 +0.1%
BHBT
1286
Burke & Herbert Bank & Trust
Virginia
$582K – – –
FLI
1287
Family Legacy Inc
South Carolina
$582K -$12.7K -175 -2%
BWM
1288
Bulltick Wealth Management
Florida
$577K +$490K +6,780 New
BTD
1289
BankPlus Trust Department
Mississippi
$577K +$425K +5,881 +657%
BRIA
1290
Balanced Rock Investment Advisors
Massachusetts
$576K -$7.45K -103 -1%
MSA
1291
Marino Stram & Associates
Massachusetts
$575K +$9.97K +138 +2%
TC
1292
TFR Capital
Texas
$574K -$24.9K -344 -5%
TSS
1293
Two Sigma Securities
New York
$572K +$486K +6,718 New
CS
1294
Capital Square
Tennessee
$572K -$63.6K -880 -12%
FA
1295
Fiducient Advisors
Illinois
$570K -$20.3K -281 -4%
PJWM
1296
Philip James Wealth Mangement
Georgia
$568K -$250K -3,456 -34%
PA
1297
Procyon Advisors
Connecticut
$566K -$399K -5,522 -45%
TI
1298
TTP Investments
California
$565K +$10.4K +144 +2%
SFP
1299
Shepherd Financial Partners
Massachusetts
$564K -$2.38K -33 -0.5%
SYBT
1300
Stock Yards Bank & Trust
Kentucky
$563K +$25.2K +348 +6%
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