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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1776
Saranac Partners
$344K +$381K +3,345 New
WPWM
1777
Western Pacific Wealth Management
Illinois
$344K – – –
PCM
1778
Prelude Capital Management
New York
$344K -$289K -2,535 -46%
OC
1779
Oakworth Capital
Alabama
$343K +$34.2K +300 +11%
LWA
1780
Lantern Wealth Advisors
New York
$343K +$134K +1,176 +64%
V
1781
VeraBank
Texas
$342K – – –
XF
1782
XML Financial
Maryland
$342K -$90.9K -798 -21%
SGCA
1783
Steel Grove Capital Advisors
Tennessee
$341K +$2.62K +23 +0.8%
SNB
1784
Security National Bank
Nebraska
$340K +$228 +2 +0.1%
CA
1785
Crewe Advisors
Utah
$339K -$2.05K -18 -0.6%
GWA
1786
Gratus Wealth Advisors
Virginia
$339K +$340K +2,986 New
PIA
1787
Pinion Investment Advisors
Kansas
$339K +$91.4K +803 +37%
NS
1788
NBC Securities
Alabama
$337K – – –
NB
1789
Northwest Bancshares
Pennsylvania
$337K -$17.7K -155 -5%
OA
1790
Operose Advisors
Wisconsin
$337K +$154K +1,348 +83%
CFC
1791
Coyle Financial Counsel
Illinois
$336K -$45.6K -400 -12%
FSBI
1792
Fearless Solutions (Best Invest)
Texas
$336K -$35.9K -315 -10%
CWWM
1793
Clear Wave Wealth Management
New Jersey
$336K +$337K +2,962 New
PWM
1794
Paulson Wealth Management
Illinois
$336K +$10.5K +92 +3%
MFP
1795
Meramec Financial Planners
Missouri
$334K -$1.02K -9 -0.4%
PBK
1796
Peoples Bank (Kansas)
Kansas
$333K – – –
TCM
1797
Towercrest Capital Management
Pennsylvania
$333K – – –
PBC
1798
Pavion Blue Capital
California
$333K +$114 +1 +0%
TPWA
1799
TRUE Private Wealth Advisors
Oregon
$332K -$11.8K -104 -3%
NFG
1800
Nations Financial Group
Iowa
$332K +$29.9K +263 +10%
70 71
72
73 74