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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1401
Hayden Royal
North Carolina
$283K -$97.5K -1,319 -27%
DACG
1402
Donor Advised Charitable Giving
California
$283K – – –
BFO
1403
Biltmore Family Office
North Carolina
$283K +$14K +189 +6%
RA
1404
RFG Advisory
Alabama
$282K -$3.18K -43 -1%
11A
1405
10-15 Associates
New York
$282K +$7.17K +97 +3%
PTP
1406
Platform Technology Partners
New York
$282K +$261K +3,528 New
LFA
1407
Landmark Financial Advisors
Kentucky
$281K -$36.7K -497 -12%
SCA
1408
Sage Capital Advisors
South Dakota
$280K – – –
JSL
1409
JT Stratford LLC
Georgia
$280K +$4.58K +62 +2%
ATFA
1410
All Terrain Financial Advisors
Minnesota
$279K -$222K -3,002 -46%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$278K +$7.17K +97 +3%
EHWM
1412
Eads & Heald Wealth Management
Georgia
$277K -$4.36K -59 -2%
HA
1413
HYA Advisors
Missouri
$277K +$256K +3,468 New
CAG
1414
Crestwood Advisors Group
Massachusetts
$275K -$8.87K -120 -3%
VDI
1415
Vaughan David Investments
Illinois
$275K -$3.84K -52 -1%
FNT
1416
First Nebraska Trust
Nebraska
$274K – – –
FCM
1417
FJ Capital Management
Virginia
$274K – – –
CF
1418
Corrigan Financial
Rhode Island
$274K -$11.2K -152 -4%
SCM
1419
Spreng Capital Management
Ohio
$271K +$251K +3,400 New
SG
1420
StoneX Group
New York
$269K +$2.14K +29 +0.9%
DBT
1421
Dubuque Bank & Trust
Iowa
$268K -$9.01K -122 -4%
LIM
1422
Leavell Investment Management
Alabama
$267K +$14.8K +200 +6%
TTWM
1423
TCV Trust & Wealth Management
Virginia
$266K – – –
WCM
1424
WealthBridge Capital Management
Ohio
$264K -$1.4K -19 -0.6%
HCM
1425
Howland Capital Management
Massachusetts
$263K -$211K -2,856 -46%
55 56
57
58 59