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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1301
Fox Run Management
Connecticut
$328K +$301K +4,504 New
AFM
1302
Abbot Financial Management
Massachusetts
$327K
CBT
1303
CoreFirst Bank & Trust
Kansas
$327K
GWM
1304
Gitterman Wealth Management
New Jersey
$327K +$300K +4,493 New
CP
1305
Camelot Portfolios
Ohio
$326K -$482K -7,227 -62%
CWP
1306
CFM Wealth Partners
Texas
$326K -$68.4K -1,025 -19%
PNC
1307
Park National Corp
Ohio
$326K -$10K -150 -3%
RI
1308
Ridgewood Investments
New Jersey
$322K +$295K +4,421 New
HCM
1309
Hodges Capital Management
Texas
$321K -$30.4K -455 -9%
ST
1310
Smithfield Trust
Pennsylvania
$321K
EWM
1311
Endurance Wealth Management
Rhode Island
$321K +$10K +150 +4%
XSC
1312
X-Square Capital
Puerto Rico
$321K +$57.5K +862 +24%
GEA
1313
Glen Eagle Advisors
New Jersey
$321K +$868 +13 +0.3%
EWM
1314
EPG Wealth Management
Georgia
$319K +$74K +1,108 +34%
LIM
1315
Leavell Investment Management
Alabama
$319K +$293K +4,391 New
AWM
1316
AllSquare Wealth Management
New York
$318K +$107K +1,600 +58%
CGH
1317
CMG Global Holdings
Texas
$318K +$292K +4,376 New
ZB
1318
Zions Bancorporation
Utah
$317K -$4.81K -72 -2%
TFS
1319
TrustCore Financial Services
Tennessee
$316K +$31.2K +468 +12%
CSA
1320
Cottage Street Advisors
Massachusetts
$315K +$67 +1 +0%
GAM
1321
Griffin Asset Management
New York
$314K +$38.9K +583 +16%
MWPCG
1322
Measured Wealth Private Client Group
New Hampshire
$314K +$288K +4,311 New
AI
1323
AXS Investments
New York
$314K +$289K +4,322 New
AWMT
1324
AAFMAA Wealth Management & Trust
North Carolina
$313K -$3.05M -45,690 -91%
WA
1325
Waverly Advisors
Alabama
$313K +$274K +4,111 New