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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
1651
Peoples Bank (Kansas)
Kansas
$219K – – –
LP
1652
LGL Partners
Pennsylvania
$219K +$235K +3,085 New
NSB
1653
Norway Savings Bank
Maine
$219K -$29.7K -390 -11%
YWM
1654
Yoder Wealth Management
California
$218K -$458 -6 -0.2%
RCM
1655
Raleigh Capital Management
North Carolina
$218K -$46.4K -608 -17%
OHWP
1656
Oak Harbor Wealth Partners
North Carolina
$218K – – –
SWMP
1657
Signature Wealth Management Partners
New Jersey
$217K -$10.7K -140 -4%
RCM
1658
Requisite Capital Management
Texas
$216K – – –
WPWM
1659
Western Pacific Wealth Management
Illinois
$215K – – –
OBWG
1660
Onyx Bridge Wealth Group
New York
$214K +$229K +3,008 New
SNB
1661
Security National Bank
Nebraska
$213K +$229K +3,000 New
FWCM
1662
Ferguson Wellman Capital Management
Oregon
$212K +$228K +2,991 New
AIM
1663
Advyzon Investment Management
Illinois
$212K -$54.7K -717 -19%
SFWC
1664
Strategic Family Wealth Counselors
New Jersey
$212K +$1.91K +25 +0.8%
GBT
1665
Grove Bank & Trust
Florida
$211K -$1.6K -21 -0.7%
FCA
1666
FLC Capital Advisors
California
$211K +$227K +2,979 New
SP
1667
Successful Portfolios
Florida
$211K +$76 +1 +0%
BW
1668
BIP Wealth
Georgia
$210K +$226K +2,965 New
RWM
1669
RKL Wealth Management
Pennsylvania
$210K – – –
TPWA
1670
TRUE Private Wealth Advisors
Oregon
$210K +$534 +7 +0.2%
IWA
1671
IVC Wealth Advisors
Pennsylvania
$210K -$30.7K -402 -12%
MCCA
1672
Mill Creek Capital Advisors
Pennsylvania
$210K +$225K +2,951 New
OWA
1673
Octavia Wealth Advisors
Ohio
$209K +$225K +2,947 New
CP
1674
Camelot Portfolios
Ohio
$209K +$305 +4 +0.1%
CC
1675
Chicago Capital
Illinois
$209K -$114K -1,500 -34%
65 66
67
68 69