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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAB
1851
ABN AMRO Bank
Netherlands
– -$285K -4,501 Closed
LF
1852
Lee Financial
Texas
– -$283K -4,473 Closed
DFG
1853
Delta Financial Group
New Jersey
– -$279K -4,417 Closed
TT
1854
TI-Trust
Illinois
– -$278K -4,389 Closed
OFS
1855
OneAscent Financial Services
Alabama
– -$275K -4,352 Closed
ES
1856
Eagle Strategies
New York
– -$260K -4,116 Closed
MCI
1857
MRP Capital Investments
Georgia
– -$259K -4,100 Closed
CWM
1858
Circle Wealth Management
New Jersey
– -$257K -4,071 Closed
CA
1859
CoreCap Advisors
Michigan
– -$247K -3,905 Closed
CRC
1860
Curi RMB Capital
Illinois
– -$243K -3,847 Closed
AIA
1861
Angeles Investment Advisors
California
– -$235K -3,713 Closed
RFA
1862
Resurgent Financial Advisors
Georgia
– -$230K -3,636 Closed
VDI
1863
Vaughan David Investments
Illinois
– -$229K -3,625 Closed
IAG
1864
Investmark Advisory Group
Connecticut
– -$229K -3,623 Closed
CWS
1865
Confluence Wealth Services
Pennsylvania
– -$225K -3,564 Closed
LA
1866
Latitude Advisors
Florida
– -$220K -3,474 Closed
SIC
1867
Sterling Investment Counsel
New York
– -$219K -3,470 Closed
AL
1868
Aspiriant LLC
California
– -$219K -3,466 Closed
OHWP
1869
Oak Harbor Wealth Partners
North Carolina
– -$219K -3,460 Closed
BWA
1870
Beam Wealth Advisors
Louisiana
– -$219K -3,456 Closed
SMH
1871
Sanders Morris Harris
Texas
– -$218K -3,454 Closed
AGAM
1872
Audent Global Asset Management
California
– -$218K -3,450 Closed
EGA
1873
Eagle Global Advisors
Texas
– -$215K -3,400 Closed
MFS
1874
Mirabella Financial Services
United Kingdom
– -$211K -3,338 Closed
VWA
1875
Visionary Wealth Advisors
Illinois
– -$209K -3,310 Closed
73 74
75
76 77