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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
1301
Bowen Hanes & Co
Florida
$276K – – –
RMDI
1302
R.M. Davis Inc
Maine
$275K -$53.6K -779 -16%
DAS
1303
Dynamic Advisor Solutions
Arizona
$274K -$211K -3,067 -43%
BCA
1304
Berman Capital Advisors
Georgia
$273K +$11.7K +170 +4%
LCM
1305
Logan Capital Management
Pennsylvania
$271K -$4.61K -67 -2%
LFA
1306
Landmark Financial Advisors
Kentucky
$269K +$3.99K +58 +1%
CPA
1307
Court Place Advisors
Maryland
$269K +$277K +4,018 New
TC
1308
TradeLink Capital
Illinois
$268K +$275K +4,000 New
LWS
1309
Lucia Wealth Services
California
$266K -$1.39M -20,172 -84%
RWA
1310
River Wealth Advisors
Pennsylvania
$266K -$37.9K -550 -12%
CC
1311
Cedar Capital
Illinois
$264K -$344 -5 -0.1%
SFSIG
1312
San Francisco Sentry Investment Group
California
$263K -$364K -5,280 -57%
NCM
1313
Northside Capital Management
Oregon
$263K – – –
RCM
1314
RB Capital Management
Nevada
$263K +$11K +160 +4%
RT
1315
Rockland Trust
Massachusetts
$262K +$14K +204 +5%
CCM
1316
Check Capital Management
California
$261K – – –
JFA
1317
Johanson Financial Advisors
California
$259K +$2.69K +39 +1%
BFO
1318
Biltmore Family Office
North Carolina
$258K -$9.98K -145 -4%
JCM
1319
Jacobi Capital Management
Pennsylvania
$255K +$43.4K +631 +20%
PG
1320
Patten Group
Tennessee
$252K +$155K +2,256 +150%
LC
1321
LCNB Corp
Ohio
$251K +$48.1K +699 +23%
TTWM
1322
TCV Trust & Wealth Management
Virginia
$250K -$30.3K -440 -11%
CBT
1323
Capital Bank & Trust
California
$249K +$155K +2,257 +155%
TIA
1324
Tiemann Investment Advisors
California
$249K +$256K +3,715 New
BO
1325
Bach Option
Hong Kong
$249K +$256K +3,718 New
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