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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FSBI
1601
Fearless Solutions (Best Invest)
Texas
$220K +$211K +3,125 New
BBI
1602
Baxter Bros Inc
Connecticut
$219K +$210K +3,116 New
LEA
1603
Legacy Edge Advisors
New York
$219K +$209K +3,107 New
AFT
1604
Alpha Family Trust
California
$218K +$209K +3,100 New
EGA
1605
Eagle Global Advisors
Texas
$218K +$209K +3,100 New
PFPT
1606
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K +$197K +2,923 +1,499%
PBK
1607
Peoples Bank (Kansas)
Kansas
$217K – – –
YWM
1608
Yoder Wealth Management
California
$217K +$208K +3,083 New
MBTD
1609
Mechanics Bank - Trust Department
California
$216K +$207K +3,071 New
EWA
1610
Evolution Wealth Advisors
Florida
$216K +$207K +3,070 New
OHWP
1611
Oak Harbor Wealth Partners
North Carolina
$216K +$207K +3,064 New
AA
1612
Apriem Advisors
California
$215K +$206K +3,053 New
AC
1613
Addison Capital
Pennsylvania
$214K -$25.6K -380 -11%
FFG
1614
Frisch Financial Group
New York
$214K +$204K +3,033 New
RCM
1615
Requisite Capital Management
Texas
$214K -$53.9K -800 -21%
WPWM
1616
Western Pacific Wealth Management
Illinois
$214K +$103K +1,525 +101%
VWA
1617
Visionary Wealth Advisors
Illinois
$212K -$24.3K -360 -11%
CT
1618
Caldwell Trust
Florida
$212K -$19.9K -296 -9%
MSWM
1619
McGlone Suttner Wealth Management
Wisconsin
$212K +$203K +3,006 New
GBT
1620
Grove Bank & Trust
Florida
$211K +$29.4K +436 +17%
SWM
1621
Sendero Wealth Management
Texas
$211K +$202K +2,997 New
PG
1622
Patten Group
Tennessee
$210K +$201K +2,981 New
VAS
1623
Vestmark Advisory Solutions
Massachusetts
$210K +$201K +2,979 New
SP
1624
Successful Portfolios
Florida
$209K +$200K +2,966 New
RWM
1625
RKL Wealth Management
Pennsylvania
$208K +$200K +2,962 New
63 64
65
66 67