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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1326
Elmwood Wealth Management
California
$686K +$34.2K +360 +6%
MSA
1327
Marino Stram & Associates
Massachusetts
$686K – – –
DMBA
1328
Deseret Mutual Benefit Administrators
Utah
$685K -$125K -1,317 -16%
MWM
1329
Modera Wealth Management
New Jersey
$681K -$22.3K -235 -3%
FA
1330
Fiducient Advisors
Illinois
$680K – – –
MVA
1331
Mount Vernon Associates
Maryland
$677K -$171K -1,800 -21%
NLP
1332
Next Level Private
New York
$675K +$2.18K +23 +0.3%
TC
1333
TFR Capital
Texas
$674K -$9.58K -101 -1%
SFP
1334
Shepherd Financial Partners
Massachusetts
$674K +$380 +4 +0.1%
CS
1335
Capital Square
Tennessee
$669K – – –
LWCFA
1336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K +$654K +6,890 New
FFA
1337
Founders Financial Alliance
North Carolina
$666K +$192K +2,019 +44%
NFA
1338
Northern Financial Advisors
Michigan
$665K +$28.1K +296 +5%
SYBT
1339
Stock Yards Bank & Trust
Kentucky
$664K -$6.83K -72 -1%
CCA
1340
Coign Capital Advisors
Utah
$663K +$620K +6,529 New
PA
1341
Procyon Advisors
Connecticut
$662K -$12.2K -129 -2%
CIA
1342
Caerus Investment Advisors
Texas
$662K +$619K +6,522 New
OC
1343
Opinicus Capital
Florida
$657K -$58.5K -617 -9%
ZBNA
1344
Zions Bancorporation, National Association
Utah
$654K +$128K +1,354 +27%
SB
1345
Simmons Bank
Arkansas
$652K -$60.3K -635 -9%
BRIA
1346
Balanced Rock Investment Advisors
Massachusetts
$652K -$32.3K -340 -5%
BWG
1347
Beta Wealth Group
California
$651K +$18.1K +191 +3%
UIM
1348
Unified Investment Management
Georgia
$651K -$45.5K -480 -7%
GM
1349
GeoWealth Management
Illinois
$651K -$2.28K -24 -0.4%
CIAS
1350
Capital Investment Advisory Services
North Carolina
$651K -$14.8K -156 -2%
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