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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1301
Stock Yards Bank & Trust
Kentucky
$563K +$25.2K +348 +6%
MIM
1302
Morningstar Investment Management
Illinois
$562K +$478K +6,608 New
WCM
1303
Washington Capital Management
Washington
$562K – – –
AWM
1304
AllSquare Wealth Management
New York
$562K +$249K +3,450 +110%
FIA
1305
FNY Investment Advisers
New York
$560K -$450K -6,226 -49%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$559K +$34.3K +475 +8%
AWE
1307
Avidian Wealth Enterprises
Texas
$557K -$62.5K -865 -12%
TSMHT
1308
Thurston Springer Miller Herd & Titak
Indiana
$554K +$39.9K +552 +9%
SRL
1309
Scientech Research LLC
New Jersey
$552K +$469K +6,483 New
GM
1310
GeoWealth Management
Illinois
$548K -$135K -1,870 -23%
PA
1311
Prossimo Advisors
California
$546K -$17.5K -242 -4%
AG
1312
AlTi Global
New York
$545K +$37.4K +518 +9%
EWM
1313
Elmwood Wealth Management
California
$545K – – –
TAM
1314
Titleist Asset Management
Texas
$544K +$7.45K +103 +2%
PPW
1315
Parcion Private Wealth
Washington
$543K -$92K -1,273 -17%
HBT
1316
Heartland Bank & Trust
Illinois
$542K -$13.6K -188 -3%
BF
1317
BOK Financial
Oklahoma
$541K +$12.3K +170 +3%
CAC
1318
Certified Advisory Corp
Florida
$539K +$651 +9 +0.1%
CA
1319
Continuum Advisory
Idaho
$538K +$18.3K +253 +4%
FLPIM
1320
F.L. Putnam Investment Management
Massachusetts
$536K +$77.8K +1,076 +21%
IVP
1321
Intrinsic Value Partners
Arizona
$534K -$45.6K -631 -9%
NFA
1322
Northern Financial Advisors
Michigan
$532K +$13.7K +189 +3%
LJAC
1323
L.J. Altfest & Co
New York
$530K +$4.84K +67 +1%
BWG
1324
Beta Wealth Group
California
$530K -$79.2K -1,095 -15%
IA
1325
IFG Advisors
Missouri
$528K +$35.1K +485 +8%
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