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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1501
Blue Trust Inc
Georgia
$135K -$105K -1,891 -47%
OA
1502
Operose Advisors
Wisconsin
$135K +$89.5K +1,608 +306%
NFSG
1503
Newbridge Financial Services Group
Florida
$134K -$31.8K -571 -21%
GBT
1504
Grove Bank & Trust
Florida
$126K – – –
WBC
1505
West Branch Capital
Massachusetts
$125K -$6.84K -123 -6%
LI
1506
LRI Investments
Florida
$124K +$109K +1,965 New
EBA
1507
Eagle Bay Advisors
New York
$124K -$1.45K -26 -1%
IBOK
1508
Independence Bank of Kentucky
Kentucky
$121K -$2.78K -50 -3%
CT
1509
Clearstead Trust
Maine
$120K +$501 +9 +0.5%
WT
1510
Washington Trust
Rhode Island
$118K -$99.3K -1,785 -49%
FCMT
1511
Founders Capital Management (Texas)
Texas
$117K +$3K +54 +3%
AA
1512
Addison Advisors
Vermont
$117K +$10.8K +194 +12%
HBT
1513
Hills Bank & Trust
Iowa
$115K +$101K +1,820 New
PWMG
1514
Prestige Wealth Management Group
New Jersey
$115K -$322K -5,789 -76%
HT
1515
Headlands Technologies
Illinois
$113K -$3.91M -70,334 -98%
DJSG
1516
D.J. St. Germain
Massachusetts
$111K -$41.7K -749 -30%
TC
1517
Trust Company
Kansas
$111K +$15.5K +278 +19%
AW
1518
Avion Wealth
Texas
$109K +$6.29K +113 +7%
AIM
1519
Acropolis Investment Management
Missouri
$109K +$95.8K +1,721 New
CHA
1520
Carmichael Hill & Associates
Maryland
$109K +$501 +9 +0.5%
SN
1521
Sittner & Nelson
Oregon
$108K -$556 -10 -0.6%
CFG
1522
CKW Financial Group
Hawaii
$108K – – –
PP
1523
PFS Partners
New Jersey
$103K – – –
MMG
1524
Monetary Management Group
Missouri
$103K – – –
TFIPS
1525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K +$16.7K +300 +23%
59 60
61
62 63