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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
PDS Planning
Ohio
$723K +$5.22K +55 +0.8%
EWA
1302
Exencial Wealth Advisors
Oklahoma
$720K +$18.7K +197 +3%
HKAM
1303
Horizon Kinetics Asset Management
New York
$720K – – –
BC
1304
Bayforest Capital
United Kingdom
$719K +$672K +7,085 New
CIA
1305
Cohen Investment Advisors
New Hampshire
$718K -$136K -1,429 -17%
SP
1306
SWS Partners
Ohio
$716K +$670K +7,057 New
RS
1307
R Squared
Hong Kong
$716K -$126K -1,326 -16%
OQS
1308
Occudo Quantitative Strategies
Florida
$709K +$663K +6,988 New
1M
1309
1248 Management
Missouri
$708K +$662K +6,976 New
WMA
1310
Wealth Management Associates
New Jersey
$705K +$4.27K +45 +0.7%
NSAM
1311
North Star Asset Management
Wisconsin
$700K +$95 +1 +0%
MSFS
1312
Main Street Financial Solutions
Pennsylvania
$698K +$653K +6,879 New
CT
1313
Colonial Trust
South Carolina
$698K -$47.9K -505 -7%
ALAM
1314
Asahi Life Asset Management
Japan
$698K -$92.7K -977 -12%
HBT
1315
Hills Bank & Trust
Iowa
$694K +$436K +4,595 +205%
BHBT
1316
Burke & Herbert Bank & Trust
Virginia
$694K – – –
AFAS
1317
Acorn Financial Advisory Services
Virginia
$692K -$59.3K -625 -8%
AWM
1318
AllSquare Wealth Management
New York
$690K +$19K +200 +3%
TI
1319
TTP Investments
California
$690K +$42.6K +449 +7%
TA
1320
TrueWealth Advisors
Alabama
$689K -$20.9K -220 -3%
FLI
1321
Family Legacy Inc
South Carolina
$688K -$4.74K -50 -0.7%
MBT
1322
Montecito Bank & Trust
California
$688K +$643K +6,781 New
EWM
1323
Elmwood Wealth Management
California
$686K +$34.2K +360 +6%
MSA
1324
Marino Stram & Associates
Massachusetts
$686K – – –
DMBA
1325
Deseret Mutual Benefit Administrators
Utah
$685K -$125K -1,317 -16%
51 52
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