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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1326
IBEX Wealth Advisors
New Jersey
$842K +$845K +7,424 New
AWM
1327
Aviso Wealth Management
Washington
$841K -$83.7K -735 -9%
6F
1328
626 Financial
Michigan
$837K -$13K -114 -2%
BAM
1329
Brickwood Asset Management
United Kingdom
$834K +$17.2K +151 +2%
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$833K -$232K -2,037 -22%
NFG
1331
Northbridge Financial Group
Florida
$831K -$14.1K -124 -2%
WAM
1332
Wolverine Asset Management
Illinois
$831K +$835K +7,329 New
HCP
1333
Hexagon Capital Partners
Arkansas
$825K +$828K +7,272 New
BCPE
1334
Bain Capital Public Equity
Massachusetts
$822K +$825K +7,249 New
BHB
1335
Bank Hapoalim BM
Israel
$822K -$111K -976 -12%
LMFP
1336
Larry Mathis Financial Planning
Arizona
$821K -$15K -132 -2%
TA
1337
TrueWealth Advisors
Alabama
$819K +$85.9K +754 +12%
CPA
1338
Capital Performance Advisors
California
$818K +$66.7K +586 +9%
CCM
1339
Chilton Capital Management
Texas
$816K – – –
BHBT
1340
Burke & Herbert Bank & Trust
Virginia
$816K – – –
BC
1341
BDFS Capital
Delaware
$814K +$817K +7,176 New
WWM
1342
Whalen Wealth Management
Nevada
$813K +$238K +2,094 +41%
AA
1343
Alta Advisers
United Kingdom
$812K – – –
GPWA
1344
Gaddis Premier Wealth Advisors
Oklahoma
$812K +$815K +7,161 New
AFAS
1345
Acorn Financial Advisory Services
Virginia
$811K -$20.8K -183 -2%
SIC
1346
SJS Investment Consulting
Ohio
$810K +$28.6K +251 +4%
VGDSS
1347
VUB Generali dochodkova spravcovska spolocnost
$809K +$813K +7,136 New
OL
1348
Optas LLC
Texas
$809K -$608K -5,341 -43%
CFP
1349
Catalyst Financial Partners
Massachusetts
$807K +$124K +1,087 +18%
KFA
1350
Kelleher Financial Advisors
New York
$805K -$228 -2 -0%
52 53
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55 56