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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1301
Integrity Financial
Wyoming
$724K -$6.26K -66 -0.9%
KFA
1302
Kelleher Financial Advisors
New York
$724K +$95 +1 +0%
PP
1303
PDS Planning
Ohio
$723K +$5.22K +55 +0.8%
EWA
1304
Exencial Wealth Advisors
Oklahoma
$720K +$18.7K +197 +3%
HKAM
1305
Horizon Kinetics Asset Management
New York
$720K – – –
BC
1306
Bayforest Capital
United Kingdom
$719K +$672K +7,085 New
CIA
1307
Cohen Investment Advisors
New Hampshire
$718K -$136K -1,429 -17%
SP
1308
SWS Partners
Ohio
$716K +$670K +7,057 New
RS
1309
R Squared
Hong Kong
$716K -$126K -1,326 -16%
OQS
1310
Occudo Quantitative Strategies
Florida
$709K +$663K +6,988 New
1M
1311
1248 Management
Missouri
$708K +$662K +6,976 New
WMA
1312
Wealth Management Associates
New Jersey
$705K +$4.27K +45 +0.7%
NSAM
1313
North Star Asset Management
Wisconsin
$700K +$95 +1 +0%
MSFS
1314
Main Street Financial Solutions
Pennsylvania
$698K +$653K +6,879 New
CT
1315
Colonial Trust
South Carolina
$698K -$47.9K -505 -7%
ALAM
1316
Asahi Life Asset Management
Japan
$698K -$92.7K -977 -12%
HBT
1317
Hills Bank & Trust
Iowa
$694K +$436K +4,595 +205%
BHBT
1318
Burke & Herbert Bank & Trust
Virginia
$694K – – –
AFAS
1319
Acorn Financial Advisory Services
Virginia
$692K -$59.3K -625 -8%
AWM
1320
AllSquare Wealth Management
New York
$690K +$19K +200 +3%
TI
1321
TTP Investments
California
$690K +$42.6K +449 +7%
TA
1322
TrueWealth Advisors
Alabama
$689K -$20.9K -220 -3%
FLI
1323
Family Legacy Inc
South Carolina
$688K -$4.74K -50 -0.7%
MBT
1324
Montecito Bank & Trust
California
$688K +$643K +6,781 New
EWM
1325
Elmwood Wealth Management
California
$686K +$34.2K +360 +6%
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