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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1701
Aureus Asset Management
Massachusetts
– -$311K -4,340 Closed
DAC
1702
Dividend Assets Capital
South Carolina
– -$311K -4,335 Closed
11A
1703
10-15 Associates
New York
– -$307K -4,278 Closed
CCA
1704
Cobblestone Capital Advisors
New York
– -$307K -4,274 Closed
LCM
1705
Logan Capital Management
Pennsylvania
– -$291K -4,057 Closed
BFO
1706
Biltmore Family Office
North Carolina
– -$276K -3,853 Closed
LWS
1707
Lucia Wealth Services
California
– -$274K -3,814 Closed
KWMG
1708
King Wealth Management Group
Florida
– -$272K -3,792 Closed
MC
1709
Miles Capital
Iowa
– -$269K -3,754 Closed
PWLP
1710
Prio Wealth Limited Partnership
Massachusetts
– -$269K -3,753 Closed
CPP
1711
Crow Point Partners
Massachusetts
– -$265K -3,700 Closed
AWM
1712
Altavista Wealth Management
North Carolina
– -$265K -3,693 Closed
RA
1713
RFG Advisory
Alabama
– -$265K -3,689 Closed
TTWM
1714
TCV Trust & Wealth Management
Virginia
– -$264K -3,689 Closed
SG
1715
StoneX Group
New York
– -$262K -3,654 Closed
RT
1716
Rockland Trust
Massachusetts
– -$260K -3,619 Closed
VDI
1717
Vaughan David Investments
Illinois
– -$255K -3,557 Closed
PCMC
1718
Paragon Capital Management (Colorado)
Colorado
– -$255K -3,551 Closed
FHC
1719
First Heartland Consultants
Missouri
– -$254K -3,537 Closed
WKWM
1720
Walter & Keenan Wealth Management
Indiana
– -$250K -3,491 Closed
KCPG
1721
Kavar Capital Partners Group
Kansas
– -$248K -3,460 Closed
BWFA
1722
Baltimore-Washington Financial Advisors
Maryland
– -$248K -3,458 Closed
BCA
1723
Bay Colony Advisors
Massachusetts
– -$245K -3,418 Closed
DWA
1724
Douglass Winthrop Advisors
New York
– -$245K -3,415 Closed
RMAM
1725
Raab & Moskowitz Asset Management
New Jersey
– -$244K -3,403 Closed