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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1301
Dumont & Blake Investment Advisors
New Jersey
$867K -$83.6K -734 -9%
BFS
1302
Bradley Foster & Sargent
Connecticut
$867K -$95.2K -836 -10%
UAML
1303
US Asset Management LLC
Pennsylvania
$866K -$5.58K -49 -0.6%
BF
1304
Brucke Financial
Indiana
$864K +$640K +5,623 +281%
EFG
1305
Ethos Financial Group
Pennsylvania
$863K -$4.67K -41 -0.7%
ATC
1306
Adirondack Trust Company
New York
$861K -$55.2K -485 -6%
DF
1307
Donoghue Forlines
Massachusetts
$859K -$964K -8,461 -53%
FNBOMD
1308
First National Bank of Mount Dora
Florida
$859K -$270K -2,369 -24%
DAM
1309
Delta Asset Management
Tennessee
$857K – – –
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$856K -$683 -6 -0.1%
NLP
1311
Next Level Private
New York
$856K +$77.7K +682 +10%
JC
1312
JM2 Capital
Oklahoma
$855K +$9K +79 +1%
JWM
1313
Jeppson Wealth Management
California
$855K -$6.38K -56 -0.7%
SIA
1314
SeaBridge Investment Advisors
New Jersey
$855K -$3.87K -34 -0.4%
ACH
1315
ArrowMark Colorado Holdings
Colorado
$854K – – –
PNFS
1316
PW Nova Financial Services
Pennsylvania
$853K +$856K +7,521 New
MG
1317
Marex Group
$853K +$162K +1,421 +23%
CAI
1318
Capital Advisors Inc
Oklahoma
$850K +$144K +1,268 +20%
SC
1319
SummitTX Capital
Texas
$849K -$152K -1,334 -15%
BA
1320
Bridgewater Advisors
New York
$848K -$295K -2,592 -27%
MW
1321
MBL Wealth
North Carolina
$848K +$26K +228 +3%
HKAM
1322
Horizon Kinetics Asset Management
New York
$848K +$44K +386 +5%
BPW
1323
Bingham Private Wealth
California
$846K +$22.4K +197 +3%
KIA
1324
KCM Investment Advisors
California
$845K +$7.06K +62 +0.8%
IAMOG
1325
Investors Asset Management of Georgia
Georgia
$844K -$28.5K -250 -3%
51 52
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54 55