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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1651
Wealth Quarterback
New Jersey
$250K +$289 +4 +0.1%
CDDEC
1652
Caisse Des Depots Et Consignations
France
$250K – – –
PBC
1653
Pavion Blue Capital
California
$250K +$72 +1 +0%
CP
1654
Camelot Portfolios
Ohio
$249K -$1.23K -17 -0.6%
SP
1655
Successful Portfolios
Florida
$249K -$3.11K -43 -1%
RCM
1656
Raleigh Capital Management
North Carolina
$248K -$11.1K -154 -5%
FWA
1657
FSM Wealth Advisors
Ohio
$248K +$204K +2,826 New
TIA
1658
Traphagen Investment Advisors
New Jersey
$248K – – –
AA
1659
Ancora Advisors
Ohio
$247K +$44.4K +614 +27%
RWM
1660
RKL Wealth Management
Pennsylvania
$247K -$4.05K -56 -2%
SCM
1661
Silvant Capital Management
Georgia
$247K – – –
RMDI
1662
R.M. Davis Inc
Maine
$246K +$2.89K +40 +1%
HFBOT
1663
Home Federal Bank of Tennessee
Tennessee
$246K – – –
WA
1664
WealthTrust Axiom
Pennsylvania
$245K -$723 -10 -0.3%
MAM
1665
McLean Asset Management
Virginia
$245K +$204K +2,820 New
SG
1666
StoneX Group
New York
$243K +$207K +2,860 New
NSB
1667
Norway Savings Bank
Maine
$243K -$16.6K -230 -7%
SWA
1668
Sax Wealth Advisors
New Jersey
$242K +$205K +2,839 New
JTWM
1669
Jackson Thornton Wealth Management
Alabama
$241K +$203K +2,812 New
GWM
1670
GK Wealth Management
Nevada
$239K -$5.78K -80 -3%
RIM
1671
RW Investment Management
Idaho
$237K +$201K +2,783 New
SIMG
1672
Sonora Investment Management Group
Arizona
$237K -$47.6K -658 -19%
TC
1673
Trilogy Capital
California
$236K +$201K +2,776 New
ACS
1674
Archford Capital Strategies
Illinois
$236K +$201K +2,775 New
WHG
1675
Westwood Holdings Group
Texas
$236K -$25.2K -349 -11%
65 66
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68 69