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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1626
Lantz Financial
Illinois
$265K +$16K +222 +8%
FNBOO
1627
First National Bank of Omaha
Nebraska
$264K – – –
AFT
1628
Alpha Family Trust
California
$264K -$96.1K -1,330 -30%
BW
1629
Blalock Williams
Alabama
$262K +$223K +3,079 New
NRS
1630
Neville Rodie & Shaw
New York
$262K -$57.8K -800 -21%
YWM
1631
Yoder Wealth Management
California
$262K – – –
EWA
1632
Evolution Wealth Advisors
Florida
$261K -$3.18K -44 -1%
OHWP
1633
Oak Harbor Wealth Partners
North Carolina
$261K – – –
PBK
1634
Peoples Bank (Kansas)
Kansas
$260K -$2.89K -40 -1%
V
1635
VeraBank
Texas
$259K +$220K +3,046 New
HC
1636
Hamilton Capital
Ohio
$259K +$16.3K +225 +8%
SFG
1637
SevenBridge Financial Group
Pennsylvania
$259K -$133K -1,837 -40%
DBRC
1638
D.B. Root & Company
Pennsylvania
$259K +$13.4K +186 +7%
FC
1639
Fairscale Capital
New Hampshire
$259K +$82K +1,135 +70%
RIL
1640
Rothschild Investment LLC
Illinois
$258K -$17.1K -236 -7%
WPWM
1641
Western Pacific Wealth Management
Illinois
$258K – – –
CVM
1642
Cheviot Value Management
California
$258K – – –
MSWM
1643
McGlone Suttner Wealth Management
Wisconsin
$257K -$31.8K -440 -13%
SEIA
1644
Signature Estate & Investment Advisors
California
$256K +$217K +3,005 New
SNB
1645
Security National Bank
Nebraska
$255K – – –
BCG
1646
Bravias Capital Group
New Jersey
$255K +$217K +3,000 New
NRG
1647
Nemes Rush Group
Michigan
$255K -$27.3K -378 -11%
TPWA
1648
TRUE Private Wealth Advisors
Oregon
$252K +$434 +6 +0.2%
ACA
1649
Anchor Capital Advisors
Massachusetts
$251K -$61.8K -855 -23%
S
1650
Sunpointe
Missouri
$251K +$213K +2,944 New
64 65
66
67 68