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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1301
River Wealth Advisors
Pennsylvania
$266K -$37.9K -550 -12%
CC
1302
Cedar Capital
Illinois
$264K -$344 -5 -0.1%
SFSIG
1303
San Francisco Sentry Investment Group
California
$263K -$364K -5,280 -57%
NCM
1304
Northside Capital Management
Oregon
$263K – – –
RCM
1305
RB Capital Management
Nevada
$263K +$11K +160 +4%
RT
1306
Rockland Trust
Massachusetts
$262K +$14K +204 +5%
CCM
1307
Check Capital Management
California
$261K – – –
JFA
1308
Johanson Financial Advisors
California
$259K +$2.69K +39 +1%
BFO
1309
Biltmore Family Office
North Carolina
$258K -$9.98K -145 -4%
JCM
1310
Jacobi Capital Management
Pennsylvania
$255K +$43.4K +631 +20%
PG
1311
Patten Group
Tennessee
$252K +$155K +2,256 +150%
LC
1312
LCNB Corp
Ohio
$251K +$48.1K +699 +23%
TTWM
1313
TCV Trust & Wealth Management
Virginia
$250K -$30.3K -440 -11%
CBT
1314
Capital Bank & Trust
California
$249K +$155K +2,257 +155%
TIA
1315
Tiemann Investment Advisors
California
$249K +$256K +3,715 New
BO
1316
Bach Option
Hong Kong
$249K +$256K +3,718 New
BCP
1317
Berkeley Capital Partners
Georgia
$248K -$6.33K -92 -2%
AWM
1318
AE Wealth Management
Kansas
$248K +$30.9K +449 +14%
AWM
1319
Altavista Wealth Management
North Carolina
$247K – – –
PWLP
1320
Prio Wealth Limited Partnership
Massachusetts
$247K +$255K +3,702 New
PC
1321
Port Capital
Illinois
$246K +$10.5K +152 +4%
ET
1322
Equitable Trust
Tennessee
$246K +$253K +3,670 New
FPCP
1323
Fort Point Capital Partners
California
$245K -$154K -2,230 -38%
PCMC
1324
Paragon Capital Management (Colorado)
Colorado
$245K -$10.9K -159 -4%
EM
1325
Excalibur Management
Massachusetts
$245K -$344 -5 -0.1%
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