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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
1351
InterOcean Capital Group
Tennessee
$273K +$240K +4,319 New
XSC
1352
X-Square Capital
Puerto Rico
$273K -$9.4K -169 -4%
UCB
1353
United Community Bank
South Carolina
$272K +$890 +16 +0.4%
PWPS
1354
Pinnacle Wealth Planning Services
Ohio
$272K +$9.13K +164 +4%
ACL
1355
Applied Capital LLC
Florida
$272K -$6.68K -120 -3%
BIAS
1356
Beacon Investment Advisory Services
New Jersey
$271K +$238K +4,286 New
CDH
1357
Charles D. Hyman
$270K – – –
SFC
1358
Strategic Financial Concepts
Texas
$269K +$237K +4,254 New
LAM
1359
Lifestyle Asset Management
Texas
$269K -$41.8K -751 -15%
MAM
1360
Meeder Asset Management
Ohio
$269K +$236K +4,248 New
SAI
1361
Systematic Alpha Investments
New Jersey
$268K – – –
BIG
1362
Brooklyn Investment Group
New York
$267K -$21.5K -386 -8%
GWM
1363
Gray Wealth Management
Maine
$263K -$1.06K -19 -0.5%
AWM
1364
Accurate Wealth Management
Florida
$263K -$64.1K -1,152 -21%
NWA
1365
Navis Wealth Advisors
New York
$261K +$1.22K +22 +0.5%
ES
1366
Eagle Strategies
New York
$260K +$229K +4,116 New
WAG
1367
Wallace Advisory Group
California
$259K -$53.8K -967 -16%
MCI
1368
MRP Capital Investments
Georgia
$259K – – –
PPW
1369
Parcion Private Wealth
Washington
$259K – – –
LG
1370
Leuthold Group
Minnesota
$259K -$9.74K -175 -4%
CFP
1371
Catalyst Financial Partners
Massachusetts
$258K +$14.7K +265 +6%
CWM
1372
Connecticut Wealth Management
Connecticut
$258K -$210K -3,772 -48%
BBW
1373
Blue Barn Wealth
Utah
$258K -$1.78K -32 -0.8%
CWM
1374
Circle Wealth Management
New Jersey
$257K – – –
ONST
1375
Old North State Trust
North Carolina
$257K +$226K +4,064 New
53 54
55
56 57