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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1401
Logan Capital Management
Pennsylvania
$208K -$19.1K -286 -9%
LFS
1402
Legacy Financial Strategies
Kansas
$208K +$195K +2,911 New
BA
1403
Bristlecone Advisors
Washington
$208K +$199K +2,974 New
PWP
1404
Principle Wealth Partners
Connecticut
$206K +$197K +2,942 New
SCM
1405
Silvant Capital Management
Georgia
$204K – – –
TC
1406
Truvestments Capital
Florida
$204K +$137K +2,052 +240%
SC
1407
SouthState Corp
Florida
$204K +$195K +2,919 New
GLA
1408
Good Life Advisors
Pennsylvania
$203K -$58.1K -869 -23%
SWA
1409
Sutton Wealth Advisors
Florida
$202K – – –
UWPG
1410
Ullmann Wealth Partners Group
Florida
$200K +$191K +2,860 New
TRCT
1411
Tower Research Capital (TRC)
New York
$198K -$1.7M -25,393 -90%
RTC
1412
Riverview Trust Company
Washington
$196K – – –
WAP
1413
Wealthcare Advisory Partners
Pennsylvania
$195K +$99.3K +1,484 +115%
BDWM
1414
Brewin Dolphin Wealth Management
Ireland
$194K +$100K +1,500 +118%
FANJ
1415
Financial Architects (New Jersey)
New Jersey
$194K -$881K -13,169 -83%
NCM
1416
Nelson Capital Management
California
$182K +$13.4K +200 +8%
BRC
1417
Bell Rock Capital
Delaware
$169K -$124K -1,853 -44%
BCWM
1418
Bartlett & Co Wealth Management
Ohio
$159K +$136K +2,027 +831%
BC
1419
Bartlett & Co
Ohio
$159K +$136K +2,027 +831%
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$154K – – –
MS
1421
Mizuho Securities
Japan
$154K +$26.8K +400 +22%
AIP
1422
Almanack Investment Partners
Pennsylvania
$151K +$145K +2,162 New
VLKIM
1423
Van Lanschot Kempen Investment Management
Netherlands
$151K +$26.1K +390 +22%
IFAM
1424
Institutional & Family Asset Management
Colorado
$142K +$10.4K +156 +8%
TAIM
1425
TD Ameritrade Investment Management
Nebraska
$142K +$133K +1,988 +5,097%