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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1326
Meridian Wealth Advisors
Texas
$300K +$73.3K +991 +31%
TAIM
1327
TD Ameritrade Investment Management
Nebraska
$299K +$29.1K +393 +10%
SIM
1328
SSI Investment Management
California
$297K +$296 +4 +0.1%
PBC
1329
Pavion Blue Capital
California
$294K -$4.14K -56 -1%
BMC
1330
Beaton Management Company
Massachusetts
$294K – – –
HHGA
1331
Halbert Hargrove Global Advisors
California
$292K +$16.6K +225 +6%
PCP
1332
Proficio Capital Partners
Massachusetts
$291K -$50.1K -677 -14%
TBNY
1333
Trustco Bank (New York)
New York
$291K -$29.6K -400 -9%
RBC
1334
Roble Belko & Company
Pennsylvania
$291K – – –
DBT
1335
Dubuque Bank & Trust
Iowa
$289K -$7.55K -102 -2%
EA
1336
Emerald Advisors
Washington
$289K -$5.92K -80 -2%
CL
1337
Choreo LLC
Illinois
$289K – – –
AWA
1338
Alta Wealth Advisors
Massachusetts
$286K -$64.7K -875 -18%
WGAM
1339
Wilkinson Global Asset Management
New York
$286K -$2.59K -35 -0.9%
LWP
1340
Legacy Wealth Planning
Nevada
$286K – – –
CCM
1341
Check Capital Management
California
$286K +$8.14K +110 +3%
KCM
1342
KLK Capital Management
California
$284K +$297K +4,013 New
GJIC
1343
Gamble Jones Investment Counsel
California
$283K – – –
SMA
1344
Sage Mountain Advisors
Georgia
$283K +$296K +3,995 New
MSFS
1345
Main Street Financial Solutions
Pennsylvania
$282K +$6.58K +89 +2%
JIC
1346
Joel Isaacson & Co
New York
$279K +$67K +906 +30%
GL
1347
Graypoint LLC
New York
$277K +$49.2K +665 +20%
ACA
1348
Atlas Capital Advisors
Wyoming
$276K +$252K +3,400 +680%
PNC
1349
Park National Corp
Ohio
$275K -$44.2K -598 -13%
EHWM
1350
Eads & Heald Wealth Management
Georgia
$274K +$40K +540 +16%
52 53
54
55 56