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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1351
Sage Mountain Advisors
Georgia
$283K +$296K +3,995 New
MSFS
1352
Main Street Financial Solutions
Pennsylvania
$282K +$6.58K +89 +2%
JIC
1353
Joel Isaacson & Co
New York
$279K +$67K +906 +30%
GL
1354
Graypoint LLC
New York
$277K +$49.2K +665 +20%
ACA
1355
Atlas Capital Advisors
Wyoming
$276K +$252K +3,400 +680%
PNC
1356
Park National Corp
Ohio
$275K -$44.2K -598 -13%
EHWM
1357
Eads & Heald Wealth Management
Georgia
$274K +$40K +540 +16%
FDS
1358
First Dallas Securities
Texas
$274K +$287K +3,875 New
AWA
1359
AmeriServ Wealth Advisors
Pennsylvania
$273K – – –
PFC
1360
Phocas Financial Corp
California
$272K +$22.2K +300 +8%
PCG
1361
Private Capital Group
Connecticut
$268K +$25.9K +350 +10%
GAM
1362
Griffin Asset Management
New York
$267K -$40.2K -543 -13%
RDWM
1363
Red Door Wealth Management
Tennessee
$267K +$279K +3,774 New
CWG
1364
Cornerstone Wealth Group
North Carolina
$266K -$7.16M -96,711 -96%
SC
1365
Sepio Capital
Utah
$266K -$9.25K -125 -3%
NGA
1366
Naples Global Advisors
Florida
$266K – – –
HPWM
1367
Highland Private Wealth Management
Washington
$266K +$27.5K +372 +11%
LI
1368
Lafayette Investments
Maryland
$266K +$278K +3,761 New
LI
1369
LVZ Inc
Michigan
$265K +$19.3K +261 +7%
SFO
1370
Stokes Family Office
Louisiana
$265K +$52.9K +715 +24%
ARTA
1371
A.R.T. Advisors
New York
$264K -$695K -9,400 -72%
NEIRG
1372
New England Investment & Retirement Group
Massachusetts
$264K +$276K +3,729 New
Q
1373
QVR
California
$262K +$233K +3,148 +573%
PB
1374
Pinnacle Bancorp
Nebraska
$261K +$24.9K +337 +10%
1832 Asset Management
1375
1832 Asset Management
Ontario, Canada
$259K -$43.4K -587 -14%