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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1401
TRH Financial
Iowa
$293K +$274K +3,714 New
ACM
1402
AlphaCrest Capital Management
New York
$292K +$270K +3,659 New
LWP
1403
Legacy Wealth Planning
Nevada
$291K +$269K +3,638 New
LWCFA
1404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K -$21.4K -290 -8%
PCM
1405
Pointe Capital Management
Michigan
$284K +$222 +3 +0.1%
HR
1406
Hayden Royal
North Carolina
$283K -$97.5K -1,319 -27%
DACG
1407
Donor Advised Charitable Giving
California
$283K – – –
BFO
1408
Biltmore Family Office
North Carolina
$283K +$14K +189 +6%
RA
1409
RFG Advisory
Alabama
$282K -$3.18K -43 -1%
11A
1410
10-15 Associates
New York
$282K +$7.17K +97 +3%
PTP
1411
Platform Technology Partners
New York
$282K +$261K +3,528 New
LFA
1412
Landmark Financial Advisors
Kentucky
$281K -$36.7K -497 -12%
SCA
1413
Sage Capital Advisors
South Dakota
$280K – – –
JSL
1414
JT Stratford LLC
Georgia
$280K +$4.58K +62 +2%
ATFA
1415
All Terrain Financial Advisors
Minnesota
$279K -$222K -3,002 -46%
PFBT
1416
Parkside Financial Bank & Trust
Missouri
$278K +$7.17K +97 +3%
EHWM
1417
Eads & Heald Wealth Management
Georgia
$277K -$4.36K -59 -2%
HA
1418
HYA Advisors
Missouri
$277K +$256K +3,468 New
CAG
1419
Crestwood Advisors Group
Massachusetts
$275K -$8.87K -120 -3%
VDI
1420
Vaughan David Investments
Illinois
$275K -$3.84K -52 -1%
FNT
1421
First Nebraska Trust
Nebraska
$274K – – –
FCM
1422
FJ Capital Management
Virginia
$274K – – –
CF
1423
Corrigan Financial
Rhode Island
$274K -$11.2K -152 -4%
SCM
1424
Spreng Capital Management
Ohio
$271K +$251K +3,400 New
SG
1425
StoneX Group
New York
$269K +$2.14K +29 +0.9%
55 56
57
58 59