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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1351
TCV Trust & Wealth Management
Virginia
$270K +$25.9K +350 +11%
SIAP
1352
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$268K +$18.5K +250 +7%
RCM
1353
RB Capital Management
Nevada
$268K +$60.9K +823 +30%
SAM
1354
Seelaus Asset Management
New Jersey
$268K +$266K +3,600 New
BWM
1355
Buckley Wealth Management
Nevada
$268K +$266K +3,602 New
BCM
1356
Breiter Capital Management
Florida
$261K +$259K +3,505 New
HCC
1357
Hirtle Callaghan & Co
Pennsylvania
$260K -$35.3K -478 -12%
ACP
1358
Aveo Capital Partners
Colorado
$260K +$258K +3,488 New
CBTWT
1359
Community Bank & Trust (Waco, Texas)
Texas
$260K +$259K +3,499 New
EGA
1360
Eagle Global Advisors
Texas
$259K – – –
TFS
1361
TrustCore Financial Services
Tennessee
$259K +$258K +3,486 New
WKWM
1362
Walter & Keenan Wealth Management
Indiana
$258K +$256K +3,467 New
SWM
1363
Segment Wealth Management
Texas
$257K -$20K -271 -7%
AF
1364
Advisornet Financial
Minnesota
$257K +$255K +3,448 New
SWA
1365
Sutton Wealth Advisors
Florida
$256K – – –
LCM
1366
Leisure Capital Management
California
$255K +$4.66K +63 +2%
FNT
1367
First Nebraska Trust
Nebraska
$251K +$9.91K +134 +4%
SG
1368
StoneX Group
New York
$250K +$248K +3,354 New
BWFA
1369
Baltimore-Washington Financial Advisors
Maryland
$250K +$248K +3,360 New
NIM
1370
NuWave Investment Management
New Jersey
$250K +$249K +3,362 New
RT
1371
Rockland Trust
Massachusetts
$246K – – –
CA
1372
Callahan Advisors
Texas
$246K +$3.77K +51 +2%
AR
1373
Advisory Research
Illinois
$243K +$242K +3,266 New
BBA
1374
BLB&B Advisors
Pennsylvania
$238K +$236K +3,195 New
SIG
1375
Schaller Investment Group
North Carolina
$236K – – –