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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1501
Sugarloaf Wealth Management
Georgia
$142K – – –
RFS
1502
Richardson Financial Services
Massachusetts
$138K +$2.23K +40 +2%
DSC
1503
Duncker Streett & Co
Missouri
$137K – – –
HPC
1504
HM Payson & Co
Maine
$136K +$6.34K +114 +6%
BTI
1505
Blue Trust Inc
Georgia
$135K -$105K -1,891 -47%
OA
1506
Operose Advisors
Wisconsin
$135K +$89.5K +1,608 +306%
NFSG
1507
Newbridge Financial Services Group
Florida
$134K -$31.8K -571 -21%
GBT
1508
Grove Bank & Trust
Florida
$126K – – –
WBC
1509
West Branch Capital
Massachusetts
$125K -$6.84K -123 -6%
LI
1510
LRI Investments
Florida
$124K +$109K +1,965 New
EBA
1511
Eagle Bay Advisors
New York
$124K -$1.45K -26 -1%
IBOK
1512
Independence Bank of Kentucky
Kentucky
$121K -$2.78K -50 -3%
CT
1513
Clearstead Trust
Maine
$120K +$501 +9 +0.5%
WT
1514
Washington Trust
Rhode Island
$118K -$99.3K -1,785 -49%
FCMT
1515
Founders Capital Management (Texas)
Texas
$117K +$3K +54 +3%
AA
1516
Addison Advisors
Vermont
$117K +$10.8K +194 +12%
HBT
1517
Hills Bank & Trust
Iowa
$115K +$101K +1,820 New
PWMG
1518
Prestige Wealth Management Group
New Jersey
$115K -$322K -5,789 -76%
HT
1519
Headlands Technologies
Illinois
$113K -$3.91M -70,334 -98%
DJSG
1520
D.J. St. Germain
Massachusetts
$111K -$41.7K -749 -30%
TC
1521
Trust Company
Kansas
$111K +$15.5K +278 +19%
AW
1522
Avion Wealth
Texas
$109K +$6.29K +113 +7%
AIM
1523
Acropolis Investment Management
Missouri
$109K +$95.8K +1,721 New
CHA
1524
Carmichael Hill & Associates
Maryland
$109K +$501 +9 +0.5%
SN
1525
Sittner & Nelson
Oregon
$108K -$556 -10 -0.6%
59 60
61
62 63