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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1351
O'Rourke & Company
Massachusetts
$286K +$370 +6 +0.1%
SMA
1352
Sage Mountain Advisors
Georgia
$286K +$72.8K +1,181 +36%
CAS
1353
CTC Alternative Strategies
Illinois
$286K +$277K +4,500 New
GI
1354
GS Investments
Minnesota
$286K – – –
AWM
1355
Avaii Wealth Management
Wisconsin
$285K +$47.7K +773 +21%
APP
1356
Avantax Planning Partners
Iowa
$284K -$3.64K -59 -1%
PWM
1357
Prentice Wealth Management
New York
$283K -$5.49K -89 -2%
TWM
1358
Trueblood Wealth Management
Ohio
$283K – – –
GEA
1359
Glen Eagle Advisors
New Jersey
$283K -$11.9K -193 -4%
OWA
1360
Opal Wealth Advisors
New York
$282K +$274K +4,445 New
TFO
1361
Tarbox Family Office
California
$281K – – –
FCM
1362
Fourpath Capital Management
Oklahoma
$281K +$62 +1 +0%
DPIM
1363
Duff & Phelps Investment Management
Illinois
$279K -$1.09M -17,689 -80%
CFP
1364
Catalyst Financial Partners
Massachusetts
$279K -$3.14K -51 -1%
XSC
1365
X-Square Capital
Puerto Rico
$278K -$3.95K -64 -1%
OIM
1366
Orca Investment Management
Oregon
$277K -$1.29K -21 -0.5%
VFA
1367
Voya Financial Advisors
Connecticut
$277K -$40.4K -656 -13%
ONST
1368
Old North State Trust
North Carolina
$277K +$18.3K +297 +7%
SC
1369
Searle & Co
Connecticut
$275K +$268K +4,339 New
CA
1370
Crewe Advisors
Utah
$274K +$79.3K +1,287 +42%
GWM
1371
Gray Wealth Management
Maine
$274K +$10.4K +168 +4%
ACL
1372
Applied Capital LLC
Florida
$273K +$617 +10 +0.2%
BIAS
1373
Beacon Investment Advisory Services
New Jersey
$272K – – –
CDH
1374
Charles D. Hyman
$271K – – –
GA
1375
Greytown Advisors
Florida
$270K -$546K -8,851 -68%
53 54
55
56 57