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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1676
McGlone Suttner Wealth Management
Wisconsin
$308K +$664 +7 +0.2%
YWM
1677
Yoder Wealth Management
California
$307K -$4.74K -50 -2%
FNBOO
1678
First National Bank of Omaha
Nebraska
$305K -$9.49K -100 -3%
SNB
1679
Security National Bank
Nebraska
$305K – – –
MRI
1680
Mad River Investors
Massachusetts
$305K +$285K +3,000 New
S
1681
Sunpointe
Missouri
$303K +$3.89K +41 +1%
PWM
1682
Paulson Wealth Management
Illinois
$301K +$41.3K +435 +17%
PBK
1683
Peoples Bank (Kansas)
Kansas
$300K -$8.54K -90 -3%
CA
1684
Crewe Advisors
Utah
$299K +$279K +2,943 New
CDDEC
1685
Caisse Des Depots Et Consignations
France
$298K – – –
PBC
1686
Pavion Blue Capital
California
$298K -$95 -1 -0%
BM
1687
Berman McAleer
Maryland
$297K +$278K +2,930 New
NRG
1688
Nemes Rush Group
Michigan
$295K -$7.97K -84 -3%
RWM
1689
RKL Wealth Management
Pennsylvania
$295K – – –
SCM
1690
Silvant Capital Management
Georgia
$295K – – –
RMDI
1691
R.M. Davis Inc
Maine
$293K – – –
ACA
1692
Anchor Capital Advisors
Massachusetts
$293K -$5.22K -55 -2%
HFBOT
1693
Home Federal Bank of Tennessee
Tennessee
$293K – – –
WA
1694
WealthTrust Axiom
Pennsylvania
$292K +$95 +1 +0%
CVM
1695
Cheviot Value Management
California
$292K +$9.49K +100 +4%
SIMG
1696
Sonora Investment Management Group
Arizona
$288K +$5.12K +54 +2%
RBWA
1697
RFG - Bristol Wealth Advisors
Massachusetts
$288K -$27.5K -290 -9%
NCTC
1698
New Covenant Trust Company
Indiana
$287K -$39.5K -416 -13%
WQ
1699
Wealth Quarterback
New Jersey
$287K -$10.6K -112 -4%
OWA
1700
Octavia Wealth Advisors
Ohio
$285K +$19.2K +202 +8%
66 67
68
69 70