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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1451
OneAscent Financial Services
Alabama
$312K +$26.6K +395 +10%
KTC
1452
Kentucky Trust Company
Kentucky
$311K +$298K +4,419 New
GEA
1453
Glen Eagle Advisors
New Jersey
$311K -$1.82K -27 -0.6%
GFP
1454
Gryphon Financial Partners
Ohio
$306K -$11.1K -164 -4%
CWP
1455
CFM Wealth Partners
Texas
$306K +$20.2K +300 +7%
GWM
1456
Gray Wealth Management
Maine
$305K +$202 +3 +0.1%
VC
1457
Vicus Capital
Pennsylvania
$304K -$1.62K -24 -0.6%
XSC
1458
X-Square Capital
Puerto Rico
$303K -$607 -9 -0.2%
ACL
1459
Applied Capital LLC
Florida
$303K – – –
OL
1460
Optas LLC
Texas
$302K +$62K +920 +27%
FM
1461
Foster & Motley
Ohio
$301K -$57.8K -857 -17%
AAS
1462
Asset Allocation Strategies
Michigan
$301K -$14.4K -213 -5%
MIA
1463
MMBG Investment Advisors
Florida
$299K – – –
TGAM
1464
TBH Global Asset Management
Tennessee
$298K -$21.2K -314 -7%
SAI
1465
Systematic Alpha Investments
New Jersey
$298K – – –
RIA
1466
Richwood Investment Advisors
Ohio
$298K +$1.69K +25 +0.6%
AWM
1467
Avaii Wealth Management
Wisconsin
$296K -$8.63K -128 -3%
AWM
1468
Ariadne Wealth Management
California
$294K +$25.5K +379 +12%
FFA
1469
Fi3 Financial Advisors
Indiana
$293K +$27.1K +402 +11%
CB
1470
Cadence Bank
Mississippi
$293K +$10.2K +151 +4%
CF
1471
Cantor Fitzgerald
New York
$293K +$280K +4,161 New
NAS
1472
Nicolet Advisory Services
Wisconsin
$293K -$4.65K -69 -2%
BA
1473
Bluesphere Advisors
Pennsylvania
$292K +$280K +4,153 New
JC
1474
JBGlobal.com
New York
$292K +$279K +4,145 New
NB
1475
Northwest Bancshares
Pennsylvania
$292K -$101K -1,500 -27%
57 58
59
60 61