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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AAB
1351
ABN AMRO Bank
Netherlands
$284K +$282K +4,566 New
GFP
1352
Gryphon Financial Partners
Ohio
$283K -$18.1K -292 -6%
GI
1353
GS Investments
Minnesota
$282K – – –
ORC
1354
O'Rourke & Company
Massachusetts
$280K -$2.23K -36 -0.8%
RIA
1355
Regal Investment Advisors
Michigan
$280K -$915K -14,796 -77%
BFAG
1356
Blackston Financial Advisory Group
Florida
$280K +$276K +4,470 New
TWM
1357
Trueblood Wealth Management
Ohio
$279K – – –
GEA
1358
Glen Eagle Advisors
New Jersey
$278K -$928 -15 -0.3%
TFO
1359
Tarbox Family Office
California
$277K – – –
PWM
1360
Prentice Wealth Management
New York
$276K -$3.22K -52 -1%
VC
1361
Vicus Capital
Pennsylvania
$272K -$122K -1,979 -31%
AWM
1362
Avaii Wealth Management
Wisconsin
$272K -$9.28K -150 -3%
GWM
1363
Gray Wealth Management
Maine
$271K +$186 +3 +0.1%
XSC
1364
X-Square Capital
Puerto Rico
$270K -$4.45K -72 -2%
ACL
1365
Applied Capital LLC
Florida
$269K – – –
BIAS
1366
Beacon Investment Advisory Services
New Jersey
$268K – – –
ZB
1367
Zions Bancorporation
Utah
$268K +$38.4K +621 +17%
RIA
1368
Realta Investment Advisors
Delaware
$267K -$454K -7,337 -64%
KMWM
1369
Keudell/Morrison Wealth Management
Oregon
$266K -$38.5K -622 -13%
MIA
1370
MMBG Investment Advisors
Florida
$266K +$263K +4,250 New
SAI
1371
Systematic Alpha Investments
New Jersey
$265K – – –
CWM
1372
Chemistry Wealth Management
New York
$265K +$2.54K +41 +1%
CWS
1373
Confluence Wealth Services
Pennsylvania
$264K +$261K +4,223 New
RIA
1374
Richwood Investment Advisors
Ohio
$263K -$18.6K -300 -7%
C
1375
CEDRUS
Colorado
$262K -$59.5K -962 -19%
53 54
55
56 57