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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1701
Atala Financial
California
$186K – – –
HPC
1702
HM Payson & Co
Maine
$183K +$5.34K +70 +3%
GTAM
1703
Global Trust Asset Management
Florida
$183K +$142K +1,866 +263%
AIM
1704
Anchor Investment Management
South Carolina
$182K +$76 +1 +0%
MCM
1705
MV Capital Management
Maryland
$174K -$10.1K -133 -5%
PB
1706
Pinnacle Bancorp
Nebraska
$173K -$36.7K -481 -16%
MSG
1707
Main Street Group
Virginia
$173K +$79.1K +1,038 +74%
CBT
1708
Crews Bank & Trust
Florida
$171K -$5.49K -72 -3%
DJSG
1709
D.J. St. Germain
Massachusetts
$167K +$36K +472 +25%
MWA
1710
Medallion Wealth Advisors
Connecticut
$166K +$39K +511 +28%
CW
1711
Cooksen Wealth
Texas
$165K +$198K +2,602 New
AA
1712
Ancora Advisors
Ohio
$163K +$74.7K +979 +75%
SOW
1713
State of Wyoming
Wyoming
$159K +$13.6K +178 +9%
AA
1714
Addison Advisors
Vermont
$156K +$15.7K +206 +10%
NC
1715
North Capital
Utah
$153K +$164K +2,151 New
CSPIA
1716
Cary Street Partners Investment Advisory
Virginia
$152K +$30K +394 +22%
RFS
1717
Richardson Financial Services
Massachusetts
$152K -$1.52K -20 -0.9%
MTC
1718
Matrix Trust Company
Colorado
$150K +$57.8K +758 +56%
CCA
1719
Catalyst Capital Advisors
New York
$150K -$5.41K -71 -3%
PWAM
1720
Private Wealth Asset Management
Iowa
$146K +$157K +2,055 New
CSB
1721
City State Bank
Iowa
$145K – – –
TFIPS
1722
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K – – –
CT
1723
Clearstead Trust
Maine
$139K +$5.18K +68 +4%
RF
1724
Rossby Financial
Florida
$135K +$150K +1,970 New
PWMG
1725
Prestige Wealth Management Group
New Jersey
$129K – – –
67 68
69
70 71