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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1426
First National Bank of Omaha
Nebraska
$221K -$77.1K -1,385 -31%
VBCG
1427
Valley Brook Capital Group
Pennsylvania
$220K +$194K +3,484 New
SIC
1428
Shoker Investment Counsel
Ohio
$220K +$193K +3,467 New
LA
1429
Latitude Advisors
Florida
$220K +$193K +3,474 New
SIC
1430
Sterling Investment Counsel
New York
$219K +$193K +3,470 New
AL
1431
Aspiriant LLC
California
$219K +$193K +3,466 New
OHWP
1432
Oak Harbor Wealth Partners
North Carolina
$219K +$193K +3,460 New
BWA
1433
Beam Wealth Advisors
Louisiana
$219K +$192K +3,456 New
SMH
1434
Sanders Morris Harris
Texas
$218K +$192K +3,454 New
BWM
1435
Buckley Wealth Management
Nevada
$218K +$192K +3,452 New
AGAM
1436
Audent Global Asset Management
California
$218K +$192K +3,450 New
FCBT
1437
First Citizens Bank & Trust
North Carolina
$217K +$191K +3,431 New
WFPG
1438
Waller Financial Planning Group
Ohio
$217K -$32.8K -590 -15%
LSA
1439
Lansing Street Advisors
Pennsylvania
$216K +$190K +3,410 New
GPA
1440
Garrison Point Advisors
California
$216K +$190K +3,410 New
EIP
1441
Epoch Investment Partners
New York
$215K +$190K +3,407 New
SFA
1442
Source Financial Advisors
New York
$215K +$189K +3,405 New
EGA
1443
Eagle Global Advisors
Texas
$215K +$189K +3,400 New
IWA
1444
IVC Wealth Advisors
Pennsylvania
$215K +$189K +3,398 New
CT
1445
Caldwell Trust
Florida
$212K +$19.5K +350 +12%
CB
1446
Cadence Bank
Mississippi
$211K +$186K +3,343 New
MFS
1447
Mirabella Financial Services
United Kingdom
$211K -$154K -2,762 -45%
PBC
1448
Pavion Blue Capital
California
$211K +$185K +3,330 New
SMA
1449
Sage Mountain Advisors
Georgia
$210K +$185K +3,320 New
VWA
1450
Visionary Wealth Advisors
Illinois
$209K +$184K +3,310 New
56 57
58
59 60