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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1326
O'Rourke & Company
Massachusetts
$285K +$16.5K +297 +7%
QWP
1327
Quotient Wealth Partners
Texas
$285K +$251K +4,504 New
AAB
1328
ABN AMRO Bank
Netherlands
$285K – – –
MPM
1329
MBB Public Markets
Illinois
$285K +$250K +4,501 New
GI
1330
GS Investments
Minnesota
$285K – – –
EWM
1331
Evercore Wealth Management
New York
$284K -$36.6K -657 -13%
AAS
1332
Asset Allocation Strategies
Michigan
$283K +$24.7K +443 +11%
LF
1333
Lee Financial
Texas
$283K – – –
ABC
1334
Associated Banc-Corp
Wisconsin
$282K -$668 -12 -0.3%
RCM
1335
Raleigh Capital Management
North Carolina
$282K +$11.3K +203 +5%
CCA
1336
Childress Capital Advisors
Texas
$282K -$390 -7 -0.2%
TWM
1337
Trueblood Wealth Management
Ohio
$282K – – –
HAFG
1338
Hansen & Associates Financial Group
California
$281K +$265K +4,754 New
C
1339
CEDRUS
Colorado
$281K +$10.5K +189 +4%
TFO
1340
Tarbox Family Office
California
$280K – – –
FCM
1341
Fourpath Capital Management
Oklahoma
$280K +$167 +3 +0.1%
EP
1342
Eudaimonia Partners
Tennessee
$280K +$14.2K +256 +6%
RIA
1343
Richwood Investment Advisors
Ohio
$280K -$14.5K -260 -6%
DFG
1344
Delta Financial Group
New Jersey
$279K -$54.5K -979 -18%
OIM
1345
Orca Investment Management
Oregon
$278K -$34.3K -617 -12%
TT
1346
TI-Trust
Illinois
$278K +$244K +4,389 New
GWANC
1347
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K +$22.6K +407 +10%
ZB
1348
Zions Bancorporation
Utah
$276K -$8.51K -153 -3%
OFS
1349
OneAscent Financial Services
Alabama
$275K -$15.4K -277 -6%
GFP
1350
Gryphon Financial Partners
Ohio
$274K -$625K -11,226 -72%
52 53
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