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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1376
Landmark Financial Advisors
Kentucky
$256K – – –
SWA
1377
Sightline Wealth Advisors
Connecticut
$256K +$1.67K +25 +0.7%
RA
1378
RFG Advisory
Alabama
$255K -$65.9K -987 -22%
PIA
1379
Perennial Investment Advisors
California
$255K -$28K -419 -11%
LI
1380
LVZ Inc
Michigan
$254K +$233K +3,488 New
BIAS
1381
Beacon Investment Advisory Services
New Jersey
$252K -$49.1K -735 -18%
SYBT
1382
Stock Yards Bank & Trust
Kentucky
$252K – – –
GIA
1383
Gladstone Institutional Advisory
Florida
$251K +$231K +3,455 New
PCG
1384
Private Capital Group
Connecticut
$250K -$249K -3,728 -52%
SVWAG
1385
Sound View Wealth Advisors Group
Georgia
$250K +$134 +2 +0.1%
GC
1386
Gilbert & Cook
Iowa
$249K -$63.1K -945 -22%
JC
1387
JCSD Capital
California
$247K – – –
HPWM
1388
Highland Private Wealth Management
Washington
$246K -$5.74K -86 -2%
RIM
1389
Reliant Investment Management
Tennessee
$245K -$117K -1,755 -34%
GPA
1390
Garrison Point Advisors
California
$245K -$11.4K -171 -5%
PB
1391
Pinnacle Bancorp
Nebraska
$244K +$25.8K +386 +13%
CWM
1392
CCG Wealth Management
California
$243K -$395K -5,921 -64%
EHWM
1393
Eads & Heald Wealth Management
Georgia
$243K -$39.1K -585 -15%
BFS
1394
Bard Financial Services
Connecticut
$243K -$28.4K -425 -11%
LFA
1395
Legacy Financial Advisors
Kentucky
$243K +$223K +3,334 New
CI
1396
Cordant Inc
Oregon
$243K +$223K +3,343 New
LOAME
1397
Lombard Odier Asset Management (Europe)
United Kingdom
$242K -$1.35M -20,247 -86%
TSS
1398
Two Sigma Securities
New York
$242K -$269K -4,024 -55%
LWCFA
1399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K -$133K -1,997 -38%
NCM
1400
Noesis Capital Mangement
Florida
$239K +$219K +3,280 New
54 55
56
57 58