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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Sterling Investment Counsel
New York
$219K +$193K +3,470 New
AL
1427
Aspiriant LLC
California
$219K +$193K +3,466 New
OHWP
1428
Oak Harbor Wealth Partners
North Carolina
$219K +$193K +3,460 New
BWA
1429
Beam Wealth Advisors
Louisiana
$219K +$192K +3,456 New
SMH
1430
Sanders Morris Harris
Texas
$218K +$192K +3,454 New
BWM
1431
Buckley Wealth Management
Nevada
$218K +$192K +3,452 New
AGAM
1432
Audent Global Asset Management
California
$218K +$192K +3,450 New
FCBT
1433
First Citizens Bank & Trust
North Carolina
$217K +$191K +3,431 New
WFPG
1434
Waller Financial Planning Group
Ohio
$217K -$32.8K -590 -15%
LSA
1435
Lansing Street Advisors
Pennsylvania
$216K +$190K +3,410 New
GPA
1436
Garrison Point Advisors
California
$216K +$190K +3,410 New
EIP
1437
Epoch Investment Partners
New York
$215K +$190K +3,407 New
SFA
1438
Source Financial Advisors
New York
$215K +$189K +3,405 New
EGA
1439
Eagle Global Advisors
Texas
$215K +$189K +3,400 New
IWA
1440
IVC Wealth Advisors
Pennsylvania
$215K +$189K +3,398 New
CT
1441
Caldwell Trust
Florida
$212K +$19.5K +350 +12%
CB
1442
Cadence Bank
Mississippi
$211K +$186K +3,343 New
MFS
1443
Mirabella Financial Services
United Kingdom
$211K -$154K -2,762 -45%
PBC
1444
Pavion Blue Capital
California
$211K +$185K +3,330 New
SMA
1445
Sage Mountain Advisors
Georgia
$210K +$185K +3,320 New
VWA
1446
Visionary Wealth Advisors
Illinois
$209K +$184K +3,310 New
PCMC
1447
Private Capital Management (Colorado)
Colorado
$209K +$184K +3,307 New
TPWA
1448
TRUE Private Wealth Advisors
Oregon
$209K -$46.7K -840 -20%
KTA
1449
Keeley-Teton Advisors
Illinois
$209K +$184K +3,300 New
WCM
1450
Whitener Capital Management
North Carolina
$209K +$184K +3,299 New
56 57
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