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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1701
Dividend Assets Capital
South Carolina
– -$311K -4,335 Closed
11A
1702
10-15 Associates
New York
– -$307K -4,278 Closed
CCA
1703
Cobblestone Capital Advisors
New York
– -$307K -4,274 Closed
LCM
1704
Logan Capital Management
Pennsylvania
– -$291K -4,057 Closed
BFO
1705
Biltmore Family Office
North Carolina
– -$276K -3,853 Closed
LWS
1706
Lucia Wealth Services
California
– -$274K -3,814 Closed
KWMG
1707
King Wealth Management Group
Florida
– -$272K -3,792 Closed
MC
1708
Miles Capital
Iowa
– -$269K -3,754 Closed
PWLP
1709
Prio Wealth Limited Partnership
Massachusetts
– -$269K -3,753 Closed
CPP
1710
Crow Point Partners
Massachusetts
– -$265K -3,700 Closed
AWM
1711
Altavista Wealth Management
North Carolina
– -$265K -3,693 Closed
RA
1712
RFG Advisory
Alabama
– -$265K -3,689 Closed
TTWM
1713
TCV Trust & Wealth Management
Virginia
– -$264K -3,689 Closed
SG
1714
StoneX Group
New York
– -$262K -3,654 Closed
RT
1715
Rockland Trust
Massachusetts
– -$260K -3,619 Closed
VDI
1716
Vaughan David Investments
Illinois
– -$255K -3,557 Closed
PCMC
1717
Paragon Capital Management (Colorado)
Colorado
– -$255K -3,551 Closed
FHC
1718
First Heartland Consultants
Missouri
– -$254K -3,537 Closed
WKWM
1719
Walter & Keenan Wealth Management
Indiana
– -$250 -3,491 Closed
KCPG
1720
Kavar Capital Partners Group
Kansas
– -$248K -3,460 Closed
BWFA
1721
Baltimore-Washington Financial Advisors
Maryland
– -$248K -3,458 Closed
BCA
1722
Bay Colony Advisors
Massachusetts
– -$245K -3,418 Closed
DWA
1723
Douglass Winthrop Advisors
New York
– -$245K -3,415 Closed
RMAM
1724
Raab & Moskowitz Asset Management
New Jersey
– -$244K -3,403 Closed
NERM
1725
New England Research & Management
Illinois
– -$244K -3,400 Closed
67 68
69
70 71