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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1326
Visionary Wealth Advisors
Illinois
$277K +$30.3K +490 +10%
FFA
1327
First Foundation Advisors
California
$277K +$76.3K +1,236 +31%
PB
1328
Pinnacle Bancorp
Nebraska
$277K +$76.7K +1,242 +32%
T
1329
TOBAM
France
$277K +$321K +5,193 New
BDWM
1330
Brewin Dolphin Wealth Management
Ireland
$276K -$20.7K -335 -6%
1SB
1331
1ST Source Bank
Indiana
$276K -$9.27K -150 -3%
CFA
1332
Compass Financial Advisors
Indiana
$276K +$1.17K +19 +0.4%
MTC
1333
McDaniel Terry & Co
Texas
$276K +$319K +5,168 New
BAM
1334
Blueshift Asset Management
New Jersey
$275K -$86.3K -1,397 -21%
AIA
1335
Angeles Investment Advisors
California
$275K -$42.2K -683 -12%
WP
1336
WealthSource Partners
California
$275K -$1.98K -32 -0.6%
LWM
1337
Laidlaw Wealth Management
New York
$273K -$56.7K -918 -15%
CF
1338
Clarity Financial
Texas
$272K +$3.09K +50 +1%
WA
1339
WBH Advisory
Maryland
$270K +$15.6K +253 +5%
LF
1340
Lantz Financial
Illinois
$269K -$8.46K -137 -3%
GVAG
1341
Great Valley Advisor Group
Delaware
$268K -$5.68K -92 -2%
GJIC
1342
Gamble Jones Investment Counsel
California
$268K – – –
SIC
1343
SJS Investment Consulting
Ohio
$268K +$8.09K +131 +3%
SP
1344
Successful Portfolios
Florida
$267K -$3.34K -54 -1%
HA
1345
Harbor Advisors
Florida
$267K – – –
CCMG
1346
Clark Capital Management Group
Pennsylvania
$266K -$9.76K -158 -3%
BO
1347
BRR OpCo
Ohio
$265K -$7.17K -116 -2%
SIA
1348
Sage Investment Advisers
New York
$265K +$3.77K +61 +1%
AR
1349
Apeiron RIA
Texas
$265K +$13.7K +222 +4%
HI
1350
Humankind Investments
New York
$265K +$19.2K +311 +7%
52 53
54
55 56