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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1326
GS Investments
Minnesota
$285K – – –
EWM
1327
Evercore Wealth Management
New York
$284K -$36.6K -657 -13%
AAS
1328
Asset Allocation Strategies
Michigan
$283K +$24.7K +443 +11%
LF
1329
Lee Financial
Texas
$283K – – –
ABC
1330
Associated Banc-Corp
Wisconsin
$282K -$668 -12 -0.3%
RCM
1331
Raleigh Capital Management
North Carolina
$282K +$11.3K +203 +5%
CCA
1332
Childress Capital Advisors
Texas
$282K -$390 -7 -0.2%
TWM
1333
Trueblood Wealth Management
Ohio
$282K – – –
HAFG
1334
Hansen & Associates Financial Group
California
$281K +$265K +4,754 New
C
1335
CEDRUS
Colorado
$281K +$10.5K +189 +4%
TFO
1336
Tarbox Family Office
California
$280K – – –
FCM
1337
Fourpath Capital Management
Oklahoma
$280K +$167 +3 +0.1%
EP
1338
Eudaimonia Partners
Tennessee
$280K +$14.2K +256 +6%
RIA
1339
Richwood Investment Advisors
Ohio
$280K -$14.5K -260 -6%
DFG
1340
Delta Financial Group
New Jersey
$279K -$54.5K -979 -18%
OIM
1341
Orca Investment Management
Oregon
$278K -$34.3K -617 -12%
TT
1342
TI-Trust
Illinois
$278K +$244K +4,389 New
GWANC
1343
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K +$22.6K +407 +10%
ZB
1344
Zions Bancorporation
Utah
$276K -$8.51K -153 -3%
OFS
1345
OneAscent Financial Services
Alabama
$275K -$15.4K -277 -6%
GFP
1346
Gryphon Financial Partners
Ohio
$274K -$625K -11,226 -72%
ICG
1347
InterOcean Capital Group
Tennessee
$273K +$240K +4,319 New
XSC
1348
X-Square Capital
Puerto Rico
$273K -$9.4K -169 -4%
UCB
1349
United Community Bank
South Carolina
$272K +$890 +16 +0.4%
PWPS
1350
Pinnacle Wealth Planning Services
Ohio
$272K +$9.13K +164 +4%
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