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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MRI
1676
Mad River Investors
Massachusetts
$305K +$285K +3,000 New
S
1677
Sunpointe
Missouri
$303K +$3.89K +41 +1%
PWM
1678
Paulson Wealth Management
Illinois
$301K +$41.3K +435 +17%
PBK
1679
Peoples Bank (Kansas)
Kansas
$300K -$8.54K -90 -3%
CA
1680
Crewe Advisors
Utah
$299K +$279K +2,943 New
CDDEC
1681
Caisse Des Depots Et Consignations
France
$298K – – –
PBC
1682
Pavion Blue Capital
California
$298K -$95 -1 -0%
BM
1683
Berman McAleer
Maryland
$297K +$278K +2,930 New
NRG
1684
Nemes Rush Group
Michigan
$295K -$7.97K -84 -3%
RWM
1685
RKL Wealth Management
Pennsylvania
$295K – – –
SCM
1686
Silvant Capital Management
Georgia
$295K – – –
RMDI
1687
R.M. Davis Inc
Maine
$293K – – –
ACA
1688
Anchor Capital Advisors
Massachusetts
$293K -$5.22K -55 -2%
HFBOT
1689
Home Federal Bank of Tennessee
Tennessee
$293K – – –
WA
1690
WealthTrust Axiom
Pennsylvania
$292K +$95 +1 +0%
CVM
1691
Cheviot Value Management
California
$292K +$9.49K +100 +4%
SIMG
1692
Sonora Investment Management Group
Arizona
$288K +$5.12K +54 +2%
RBWA
1693
RFG - Bristol Wealth Advisors
Massachusetts
$288K -$27.5K -290 -9%
NCTC
1694
New Covenant Trust Company
Indiana
$287K -$39.5K -416 -13%
WQ
1695
Wealth Quarterback
New Jersey
$287K -$10.6K -112 -4%
OWA
1696
Octavia Wealth Advisors
Ohio
$285K +$19.2K +202 +8%
GSWM
1697
Greenup Street Wealth Management
Michigan
$285K +$266K +2,808 New
HIA
1698
Harbor Investment Advisory
Maryland
$284K +$5.12K +54 +2%
WHG
1699
Westwood Holdings Group
Texas
$283K +$1.61K +17 +0.6%
FWP
1700
FAS Wealth Partners
Kansas
$282K +$2.28K +24 +0.9%
66 67
68
69 70