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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1426
Bangor Savings Bank
Maine
$41K – – –
CT
1427
Cambridge Trust
Massachusetts
$40K -$31.7K -641 -40%
AWM
1428
AllSquare Wealth Management
New York
$40K – – –
SC
1429
Schubert & Co
Texas
$40K +$1.09K +22 +2%
SWA
1430
Sutton Wealth Advisors
Florida
$39K +$13.4K +271 +41%
TSWM
1431
Tyler-Stone Wealth Management
Ohio
$39K -$7.66K -155 -14%
LF
1432
Lee Financial
Texas
$39K -$741 -15 -2%
CAM
1433
Costello Asset Management
Pennsylvania
$39K +$494 +10 +1%
AFS
1434
Annapolis Financial Services
Maryland
$39K +$17.1K +347 +59%
MWM
1435
Mascoma Wealth Management
New Hampshire
$38K – – –
FMTCOCP
1436
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K -$19K -385 -30%
HFM
1437
Hartford Financial Management
Connecticut
$37K -$17.1K -347 -28%
JFA
1438
JNBA Financial Advisors
Minnesota
$37K -$4.99K -101 -10%
CFFP
1439
Center for Financial Planning
Michigan
$37K – – –
SC
1440
SouthState Corp
Florida
$37K – – –
BG
1441
Bollard Group
Massachusetts
$37K +$296 +6 +0.7%
RA
1442
Rise Advisors
New York
$36K +$445 +9 +1%
CP
1443
Castleview Partners
Texas
$36K +$35.5K +719 +492%
FMP
1444
Financial Management Professionals
Texas
$35K -$247 -5 -0.6%
ME
1445
McIlrath & Eck
Washington
$34K +$19.8K +400 +97%
CCA
1446
Column Capital Advisors
Indiana
$33K -$17.3K -350 -31%
BFPW
1447
BOK Financial Private Wealth
Colorado
$33K – – –
PO
1448
Private Ocean
California
$33K – – –
NF
1449
Norwood Financial
Pennsylvania
$33K +$7.41K +150 +23%
GIA
1450
GHP Investment Advisors
Colorado
$33K +$8.55K +173 +28%
56 57
58
59 60