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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1276
Delta Asset Management
Tennessee
$767K +$569 +6 +0.1%
JIC
1277
Joel Isaacson & Co
New York
$766K +$152K +1,597 +27%
UB
1278
Umpqua Bank
Oregon
$763K -$141K -1,484 -16%
AI
1279
Arvest Investments
Arkansas
$763K +$186K +1,955 +35%
HPBT
1280
Hickory Point Bank & Trust
Illinois
$762K -$14.5K -153 -2%
BTD
1281
BankPlus Trust Department
Mississippi
$759K +$67K +706 +10%
NSIM
1282
North Star Investment Management
Illinois
$759K +$32.1K +338 +5%
RCAG
1283
Rehmann Capital Advisory Group
Michigan
$759K +$23.5K +248 +3%
SWGC
1284
Summit Wealth Group (Colorado)
Colorado
$758K +$1.22M +12,828 New
CFO
1285
CVA Family Office
Colorado
$752K +$7.5K +79 +1%
CLOS
1286
Compagnie Lombard Odier SCmA
Switzerland
$752K +$236K +2,482 +50%
BBA
1287
Baader Bank Aktiengesellschaft
Germany
$750K +$712K +7,502 New
BLC
1288
Brown, Lisle/Cummings
Rhode Island
$750K +$3.04K +32 +0.4%
AWE
1289
Avidian Wealth Enterprises
Texas
$746K +$77.1K +813 +12%
MG
1290
Mather Group
Illinois
$744K +$13.9K +146 +2%
FFN
1291
Focus Financial Network
Minnesota
$743K -$16.7K -176 -2%
MA
1292
MCF Advisors
Kentucky
$743K +$7.69K +81 +1%
SS
1293
Sunbelt Securities
Texas
$742K -$1.97M -20,795 -74%
IF
1294
Intrua Financial
Texas
$737K -$196K -2,062 -22%
WGC
1295
Watts Gwilliam & Co
Arizona
$737K – – –
RCM
1296
Requisite Capital Management
Texas
$732K +$386K +4,071 +130%
MWS
1297
MFA Wealth Services
California
$731K +$20.8K +219 +3%
CG
1298
CFO4Life Group
Texas
$731K -$2.47K -26 -0.4%
BF
1299
BOK Financial
Oklahoma
$730K +$79.6K +839 +13%
CCM
1300
Chilton Capital Management
Texas
$728K – – –
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