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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1751
Onyx Bridge Wealth Group
New York
– -$263K -5,302 Closed
AR
1752
Apeiron RIA
Texas
– -$265K -5,294 Closed
IFS
1753
Ifrah Financial Services
Arkansas
– -$280K -5,252 Closed
VWA
1754
Visionary Wealth Advisors
Illinois
– -$277K -5,178 Closed
1SB
1755
1ST Source Bank
Indiana
– -$276K -5,175 Closed
BAM
1756
Blueshift Asset Management
New Jersey
– -$275K -5,156 Closed
HI
1757
Humankind Investments
New York
– -$265K -4,961 Closed
SW
1758
SlateStone Wealth
Florida
– -$255K -4,777 Closed
KFC
1759
Klingenstein Fields & Co
New York
– -$247K -4,630 Closed
BFM
1760
Boothbay Fund Management
New York
– -$231K -4,625 Closed
JSW
1761
Journey Strategic Wealth
New Jersey
– -$244K -4,583 Closed
LSPW
1762
Lake Street Private Wealth
Illinois
– -$242K -4,532 Closed
CA
1763
Calton & Associates
Florida
– -$241K -4,524 Closed
FAIM
1764
Financial Advocates Investment Management
Washington
– -$241K -4,518 Closed
LFA
1765
Legacy Financial Advisors
Kentucky
– -$241K -4,510 Closed
WCM
1766
Weik Capital Management
Pennsylvania
– -$241K -4,510 Closed
PC
1767
Periscope Capital
Ontario, Canada
– -$236K -4,418 Closed
CSA
1768
Cottage Street Advisors
Massachusetts
– -$228K -4,336 Closed
CPA
1769
Cardiff Park Advisors
California
– -$231K -4,326 Closed
GWM
1770
Gitterman Wealth Management
New Jersey
– -$230K -4,303 Closed
GC
1771
Gilbert & Cook
Iowa
– -$229K -4,294 Closed
KJHP
1772
K.J. Harrison & Partners
Ontario, Canada
– -$228K -4,277 Closed
VWA
1773
V Wealth Advisors
Kansas
– -$228K -4,270 Closed
LI
1774
Lafayette Investments
Maryland
– -$228K -4,261 Closed
PNC
1775
Park National Corp
Ohio
– -$227K -4,255 Closed
69 70
71
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