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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1476
Total Clarity Wealth Management
Illinois
$194K +$194K +2,770 New
CA
1477
Centerpoint Advisors
Massachusetts
$193K +$70 +1 +0%
CT
1478
Caldwell Trust
Florida
$191K -$5.1K -73 -3%
BCWM
1479
Bartlett & Co Wealth Management
Ohio
$189K -$5.94K -85 -3%
BC
1480
Bartlett & Co
Ohio
$189K -$5.94K -85 -3%
TAIM
1481
TD Ameritrade Investment Management
Nebraska
$184K +$2.38K +34 +0.8%
EWA
1482
Evolution Wealth Advisors
Florida
$184K +$10.5K +150 +6%
ATC
1483
Adirondack Trust Company
New York
$182K +$11.7K +167 +7%
EBA
1484
Eagle Bay Advisors
New York
$181K +$57.7K +826 +47%
FNBOSM
1485
First National Bank of South Miami
Florida
$180K +$19.8K +283 +12%
SWM
1486
Sugarloaf Wealth Management
Georgia
$177K – – –
WBC
1487
West Branch Capital
Massachusetts
$175K -$6.43K -92 -4%
MA
1488
Montag & Associates
Georgia
$173K +$29.4K +420 +21%
FA
1489
Fortis Advisors
Pennsylvania
$170K – – –
LC
1490
Lindbrook Capital
California
$169K -$177K -2,532 -51%
SCM
1491
Silvant Capital Management
Georgia
$167K – – –
FCB
1492
First Command Bank
Texas
$164K +$98.3K +1,406 +152%
FCFS
1493
First Command Financial Services
Texas
$164K +$98.3K +1,406 +152%
CHC
1494
City Holding Co
West Virginia
$160K – – –
CAGAS
1495
Capital Advisory Group Advisory Services
Minnesota
$158K +$16.6K +238 +12%
CB
1496
CNB Bank
Pennsylvania
$154K -$51.3K -734 -25%
CCC
1497
Crescent Capital Consulting
Louisiana
$154K – – –
HCM
1498
Highlander Capital Management
New Jersey
$149K – – –
SBL
1499
Sargent Bickham Lagudis
Colorado
$148K +$13.4K +192 +10%
SC
1500
Sierra Capital
Florida
$146K – – –
58 59
60
61 62