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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
1301
Balanced Rock Investment Advisors
Massachusetts
$488K -$17.8K -233 -3%
NLP
1302
Next Level Private
New York
$487K +$610 +8 +0.1%
KA
1303
Kovack Advisors
Florida
$486K +$18.3K +240 +4%
BHBT
1304
Burke & Herbert Bank & Trust
Virginia
$486K -$1.52K -20 -0.3%
PP
1305
PDS Planning
Ohio
$485K +$84.6K +1,109 +19%
NSIM
1306
North Star Investment Management
Illinois
$484K -$19.4K -255 -4%
MA
1307
MONECO Advisors
Connecticut
$484K +$11.2K +147 +2%
BA
1308
Bridgewater Advisors
New York
$481K +$532K +6,980 New
CC
1309
Callan Capital
California
$479K +$38.3K +502 +8%
MWS
1310
MFA Wealth Services
California
$479K +$16.5K +217 +3%
UIM
1311
Unified Investment Management
Georgia
$477K -$200K -2,619 -28%
VAS
1312
Vestmark Advisory Solutions
Massachusetts
$475K +$283K +3,707 +124%
IA
1313
Insight Advisors
Pennsylvania
$473K +$26.3K +345 +5%
SFP
1314
Shepherd Financial Partners
Massachusetts
$473K -$18.3K -240 -3%
PA
1315
Prossimo Advisors
California
$473K +$5.57K +73 +1%
TBT
1316
Texas Bank & Trust
Texas
$473K +$265K +3,470 +109%
AAP
1317
Arax Advisory Partners
Colorado
$471K -$438K -5,746 -46%
AFM
1318
Armstrong Fleming & Moore
District of Columbia
$470K +$505K +6,623 New
MSA
1319
Marino Stram & Associates
Massachusetts
$470K -$763 -10 -0.2%
OWA
1320
Opal Wealth Advisors
New York
$469K +$8.31K +109 +2%
WCM
1321
Washington Capital Management
Washington
$469K -$14.1K -185 -3%
SP
1322
Stablepoint Partners
Massachusetts
$469K -$5.87K -77 -1%
AIP
1323
Arrowpoint Investment Partners
Singapore
$469K +$503K +6,600 New
BCM
1324
Bluefin Capital Management
New York
$469K +$503K +6,600 New
HBT
1325
Heartland Bank & Trust
Illinois
$466K +$500K +6,558 New
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