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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1351
Montag & Associates
Georgia
$246K -$7.21K -106 -3%
CAG
1352
Crestwood Advisors Group
Massachusetts
$246K +$37.8K +555 +18%
PCM
1353
Pointe Capital Management
Michigan
$246K +$242K +3,555 New
DACG
1354
Donor Advised Charitable Giving
California
$245K -$49.3K -725 -17%
EHWM
1355
Eads & Heald Wealth Management
Georgia
$244K +$20.8K +306 +9%
SCA
1356
Sage Capital Advisors
South Dakota
$242K – – –
AIM
1357
Advantage Investment Management
Iowa
$242K +$22.9K +337 +11%
VDI
1358
Vaughan David Investments
Illinois
$241K -$42.5K -625 -15%
KPW
1359
Kore Private Wealth
New York
$241K +$1.77K +26 +0.7%
DBT
1360
Dubuque Bank & Trust
Iowa
$240K -$15.6K -229 -6%
PB
1361
Pinnacle Bancorp
Nebraska
$240K -$5.58K -82 -2%
RWA
1362
Redhawk Wealth Advisors
Minnesota
$239K +$236K +3,463 New
JSL
1363
JT Stratford LLC
Georgia
$238K – – –
FNT
1364
First Nebraska Trust
Nebraska
$237K +$18.4K +270 +9%
11A
1365
10-15 Associates
New York
$237K -$9.66K -142 -4%
FCM
1366
FJ Capital Management
Virginia
$237K +$204K +3,000 New
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$234K -$7.62K -112 -3%
WAP
1368
Wealthcare Advisory Partners
Pennsylvania
$234K +$41.7K +613 +22%
EW
1369
Evoke Wealth
California
$233K +$230K +3,375 New
BFO
1370
Biltmore Family Office
North Carolina
$232K -$10.1K -149 -4%
TTWM
1371
TCV Trust & Wealth Management
Virginia
$230K -$19.9K -292 -8%
AF
1372
Allworth Financial
California
$230K -$13.2K -194 -6%
SG
1373
StoneX Group
New York
$230K +$1.56K +23 +0.7%
WCM
1374
WealthBridge Capital Management
Ohio
$230K +$226K +3,327 New
PRC
1375
Pearl River Capital
Michigan
$229K +$226K +3,319 New
53 54
55
56 57