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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1376
Navis Wealth Advisors
New York
$257K – – –
MG
1377
Mather Group
Illinois
$257K -$93.5K -1,512 -27%
FMTC
1378
Farmers & Merchants Trust Company
California
$257K – – –
NAS
1379
Nicolet Advisory Services
Wisconsin
$256K +$45.5K +735 +21%
JWA
1380
JFS Wealth Advisors
Pennsylvania
$254K +$108K +1,751 +76%
APWM
1381
Argonautica Private Wealth Management
Massachusetts
$253K +$2.29K +37 +0.9%
CWP
1382
CFM Wealth Partners
Texas
$253K -$3.46K -56 -1%
SMA
1383
Seven Mile Advisory
New Jersey
$253K +$1.79K +29 +0.7%
WBWA
1384
William B. Walkup & Associates
South Carolina
$253K -$1.85K -30 -0.7%
MFG
1385
MidWestOne Financial Group
Iowa
$252K -$43.2K -698 -15%
ATFA
1386
All Terrain Financial Advisors
Minnesota
$252K – – –
OFS
1387
OneAscent Financial Services
Alabama
$252K +$249K +4,030 New
CB
1388
Cadence Bank
Mississippi
$251K +$31.4K +507 +14%
FFA
1389
First Foundation Advisors
California
$251K +$70.5K +1,140 +40%
PPW
1390
Parcion Private Wealth
Washington
$250K -$14.1K -228 -5%
DF
1391
DecisionPoint Financial
Arizona
$250K – – –
RBC
1392
Roble Belko & Company
Pennsylvania
$250K – – –
CC
1393
Chicago Capital
Illinois
$250K – – –
CCG
1394
Catalina Capital Group
California
$249K +$186 +3 +0.1%
BCA
1395
Bay Colony Advisors
Massachusetts
$249K +$246K +3,975 New
TS
1396
Tamar Securities
California
$249K +$10.9K +176 +5%
MHR
1397
Matthew Hamilton Rosenberg
$248K +$4.21K +68 +2%
LA
1398
Legacy Advisors
Pennsylvania
$248K +$4.7K +76 +2%
WCA
1399
Westover Capital Advisors
Delaware
$248K +$245K +3,962 New
OIM
1400
Orca Investment Management
Oregon
$247K -$26.3K -425 -10%
54 55
56
57 58