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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1726
Vermillion Wealth Management
Minnesota
$128K – – –
C
1727
Covestor
United Kingdom
$127K -$78.7K -1,032 -37%
OAJ
1728
Ogorek Anthony Joseph
New York
$126K +$135K +1,766 +8,830%
BI
1729
Binnacle Investments
Iowa
$123K +$132K +1,734 New
JFGIW
1730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K +$46.5K +610 +55%
FCAS
1731
First Command Advisory Services
Texas
$122K -$915 -12 -0.7%
TFGT
1732
TS Financial Group (TSFG)
Illinois
$122K +$67.9K +890 +108%
AW
1733
Avion Wealth
Texas
$121K – – –
SC
1734
SouthState Corp
Florida
$118K +$126K +1,657 New
SN
1735
Sittner & Nelson
Oregon
$116K -$5.34K -70 -4%
MMG
1736
Monetary Management Group
Missouri
$115K – – –
FC
1737
Fairscale Capital
New Hampshire
$115K +$52.4K +687 +73%
PFSC
1738
Peoples Financial Services Corp
Pennsylvania
$114K +$7.63K +100 +7%
OA
1739
Operose Advisors
Wisconsin
$114K – – –
VFM
1740
Vision Financial Markets
Connecticut
$114K – – –
JCM
1741
Jag Capital Management
Missouri
$113K +$229 +3 +0.2%
EB
1742
Eastern Bank
Massachusetts
$113K +$14.9K +195 +14%
PP
1743
PFS Partners
New Jersey
$112K – – –
TWD
1744
True Wealth Design
Ohio
$111K +$27.6K +362 +30%
SA
1745
SRH Advisors
Kansas
$110K – – –
HWM
1746
Hemington Wealth Management
Virginia
$109K +$12.2K +160 +12%
HBT
1747
Hills Bank & Trust
Iowa
$107K -$1.37K -18 -1%
FFWM
1748
Future Financial Wealth Management
Ohio
$106K – – –
CFG
1749
CKW Financial Group
Hawaii
$106K – – –
SAM
1750
Sherman Asset Management
California
$105K -$1.14K -15 -1%
68 69
70
71 72