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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1551
Oakworth Capital
Alabama
$182K -$10.3K -155 -5%
AWA
1552
Amplius Wealth Advisors
Pennsylvania
$180K +$199K +2,989 New
TAIM
1553
TD Ameritrade Investment Management
Nebraska
$174K -$91.9K -1,382 -32%
LWCFA
1554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$172K -$7.18K -108 -4%
TCWM
1555
Total Clarity Wealth Management
Illinois
$167K -$133 -2 -0.1%
AWM
1556
Accel Wealth Management
Iowa
$166K -$1.53K -23 -0.8%
CA
1557
Centerpoint Advisors
Massachusetts
$166K – – –
CT
1558
Caldwell Trust
Florida
$165K – – –
FCB
1559
First Command Bank
Texas
$164K – – –
EWA
1560
EverSource Wealth Advisors
Alabama
$162K +$178K +2,678 New
ATC
1561
Adirondack Trust Company
New York
$158K -$665 -10 -0.4%
MCM
1562
MV Capital Management
Maryland
$157K -$25.9K -389 -13%
CCC
1563
Crescent Capital Consulting
Louisiana
$156K +$26.6K +400 +18%
FAG
1564
Fortitude Advisory Group
Washington
$154K +$170K +2,564 New
CC
1565
Commons Capital
Massachusetts
$151K +$167K +2,505 New
GCM
1566
Gladius Capital Management
Illinois
$150K +$164K +2,474 New
SWM
1567
Sugarloaf Wealth Management
Georgia
$149K -$3.33K -50 -2%
MA
1568
Montag & Associates
Georgia
$149K – – –
AIL
1569
AGF Investments LLC
Ontario, Canada
$147K +$162K +2,433 New
WBC
1570
West Branch Capital
Massachusetts
$146K -$4.65K -70 -3%
FA
1571
Fortis Advisors
Pennsylvania
$146K – – –
ACM
1572
Antonetti Capital Management
Florida
$145K -$133K -2,000 -45%
BEI
1573
Benjamin Edwards Inc
Missouri
$145K +$134K +2,017 +519%
SCM
1574
Silvant Capital Management
Georgia
$144K – – –
A
1575
AustralianSuper
Australia
$144K -$52.1M -784,108 -26%
61 62
63
64 65