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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
V
1776
VeraBank
Texas
$342K – – –
XF
1777
XML Financial
Maryland
$342K -$90.9K -798 -21%
SGCA
1778
Steel Grove Capital Advisors
Tennessee
$341K +$2.62K +23 +0.8%
SNB
1779
Security National Bank
Nebraska
$340K +$228 +2 +0.1%
CA
1780
Crewe Advisors
Utah
$339K -$2.05K -18 -0.6%
GWA
1781
Gratus Wealth Advisors
Virginia
$339K +$340K +2,986 New
PIA
1782
Pinion Investment Advisors
Kansas
$339K +$91.4K +803 +37%
NS
1783
NBC Securities
Alabama
$337K – – –
NB
1784
Northwest Bancshares
Pennsylvania
$337K -$17.7K -155 -5%
OA
1785
Operose Advisors
Wisconsin
$337K +$154K +1,348 +83%
CFC
1786
Coyle Financial Counsel
Illinois
$336K -$45.6K -400 -12%
FSBI
1787
Fearless Solutions (Best Invest)
Texas
$336K -$35.9K -315 -10%
CWWM
1788
Clear Wave Wealth Management
New Jersey
$336K +$337K +2,962 New
PWM
1789
Paulson Wealth Management
Illinois
$336K +$10.5K +92 +3%
MFP
1790
Meramec Financial Planners
Missouri
$334K -$1.02K -9 -0.4%
PBK
1791
Peoples Bank (Kansas)
Kansas
$333K – – –
TCM
1792
Towercrest Capital Management
Pennsylvania
$333K – – –
PBC
1793
Pavion Blue Capital
California
$333K +$114 +1 +0%
TPWA
1794
TRUE Private Wealth Advisors
Oregon
$332K -$11.8K -104 -3%
NFG
1795
Nations Financial Group
Iowa
$332K +$29.9K +263 +10%
KAM
1796
Knightsbridge Asset Management
California
$331K +$54.4K +478 +20%
TWD
1797
True Wealth Design
Ohio
$331K +$18.2K +160 +6%
NRG
1798
Nemes Rush Group
Michigan
$330K -$29.2K -256 -8%
MAM
1799
Morse Asset Management
Connecticut
$330K +$209K +1,839 +172%
SCM
1800
Silvant Capital Management
Georgia
$330K – – –
70 71
72
73 74