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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1551
YorkBridge Wealth Partners
New York
$202K +$3.33K +50 +2%
PCA
1552
Pallas Capital Advisors
Massachusetts
$200K -$22.3K -335 -10%
FNBOSM
1553
First National Bank of South Miami
Florida
$198K +$46.7K +703 +27%
PCG
1554
Private Capital Group
Connecticut
$193K -$47.2K -710 -18%
PCFFS
1555
Pacific Center for Financial Services
California
$193K -$2K -30 -0.9%
AIC
1556
Ayalon Insurance Company
Israel
$193K – – –
SWA
1557
Sutton Wealth Advisors
Florida
$190K +$15.6K +234 +8%
OC
1558
Oakworth Capital
Alabama
$182K -$10.3K -155 -5%
AWA
1559
Amplius Wealth Advisors
Pennsylvania
$180K +$199K +2,989 New
TAIM
1560
TD Ameritrade Investment Management
Nebraska
$174K -$91.9K -1,382 -32%
LWCFA
1561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$172K -$7.18K -108 -4%
TCWM
1562
Total Clarity Wealth Management
Illinois
$167K -$133 -2 -0.1%
AWM
1563
Accel Wealth Management
Iowa
$166K -$1.53K -23 -0.8%
CA
1564
Centerpoint Advisors
Massachusetts
$166K – – –
CT
1565
Caldwell Trust
Florida
$165K – – –
FCB
1566
First Command Bank
Texas
$164K – – –
EWA
1567
EverSource Wealth Advisors
Alabama
$162K +$178K +2,678 New
ATC
1568
Adirondack Trust Company
New York
$158K -$665 -10 -0.4%
MCM
1569
MV Capital Management
Maryland
$157K -$25.9K -389 -13%
CCC
1570
Crescent Capital Consulting
Louisiana
$156K +$26.6K +400 +18%
FAG
1571
Fortitude Advisory Group
Washington
$154K +$170K +2,564 New
CC
1572
Commons Capital
Massachusetts
$151K +$167K +2,505 New
GCM
1573
Gladius Capital Management
Illinois
$150K +$164K +2,474 New
SWM
1574
Sugarloaf Wealth Management
Georgia
$149K -$3.33K -50 -2%
MA
1575
Montag & Associates
Georgia
$149K – – –
61 62
63
64 65