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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1326
Thrive Wealth Management
Pennsylvania
$1.05M -$66.3K -509 -6%
SW
1327
SMART Wealth
Nebraska
$1.04M +$970K +7,448 New
NP
1328
Nilsine Partners
Colorado
$1.04M +$66.7K +512 +7%
SIC
1329
SJS Investment Consulting
Ohio
$1.04M +$36.6K +281 +4%
AWM
1330
Aviso Wealth Management
Washington
$1.03M -$3.38K -26 -0.4%
TA
1331
TrueWealth Advisors
Alabama
$1.03M +$21.1K +162 +2%
QT
1332
Quantbot Technologies
New York
$1.03M -$3.88M -29,837 -80%
BFS
1333
Bradley Foster & Sargent
Connecticut
$1.03M -$36.3K -279 -4%
SSWM
1334
Sheets Smith Wealth Management
North Carolina
$1.03M – – –
A
1335
Argentarii
Ohio
$1.03M +$78.2K +601 +9%
KIA
1336
KCM Investment Advisors
California
$1.03M -$15.2K -117 -2%
6F
1337
626 Financial
Michigan
$1.03M -$5.73K -44 -0.6%
DBIA
1338
Dumont & Blake Investment Advisors
New Jersey
$1.03M -$41K -315 -4%
UB
1339
Umpqua Bank
Oregon
$1.02M +$78.6K +604 +9%
PNFS
1340
PW Nova Financial Services
Pennsylvania
$1.02M -$29.9K -230 -3%
HCP
1341
Hexagon Capital Partners
Arkansas
$1.02M +$2.34K +18 +0.2%
FFA
1342
First Foundation Advisors
California
$1.02M +$97.5K +749 +11%
MAMU
1343
Myriad Asset Management US
Florida
$1.02M +$290K +2,226 +44%
DAM
1344
Delta Asset Management
Tennessee
$1.02M -$39.2K -301 -4%
ATC
1345
Adirondack Trust Company
New York
$1.01M -$48.9K -376 -5%
CCM
1346
Chilton Capital Management
Texas
$1.01M – – –
HT
1347
Headlands Technologies
Illinois
$1.01M -$4.4M -33,815 -82%
BHBT
1348
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
IF
1349
Intrua Financial
Texas
$1.01M -$71.6K -550 -7%
SF
1350
Schuylkill Financial
Pennsylvania
$1M +$934K +7,178 New
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