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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
1851
Purpose Unlimited Inc
$301K +$302K +2,653 New
SC
1852
Sepio Capital
Utah
$301K +$302K +2,651 New
RF
1853
Rossby Financial
Florida
$300K +$165K +1,450 +126%
CFO
1854
Custos Family Office
Texas
$300K +$12.1K +106 +4%
GAA
1855
Global Assets Advisory
Florida
$300K +$28.2K +248 +10%
GBT
1856
Grove Bank & Trust
Florida
$300K +$3.42K +30 +1%
ACA
1857
Anchor Capital Advisors
Massachusetts
$299K -$18.8K -165 -6%
PWM
1858
Prentice Wealth Management
New York
$299K -$26.6K -234 -8%
HWP
1859
Hibernia Wealth Partners
Louisiana
$299K +$67.5K +593 +29%
HB
1860
Horizon Bancorp
Indiana
$299K +$10.5K +92 +4%
DAM
1861
Directional Asset Management
Illinois
$299K +$1.14K +10 +0.4%
AIM
1862
Acropolis Investment Management
Missouri
$298K – – –
CPWM
1863
Cypress Point Wealth Management
Texas
$298K +$299K +2,627 New
AAMC
1864
Asset Allocation & Management Company
Illinois
$296K – – –
AM
1865
AGF Management
Ontario, Canada
$296K – – –
CCA
1866
Cora Capital Advisors
New Jersey
$296K +$8.88K +78 +3%
RIM
1867
RW Investment Management
Idaho
$296K +$297K +2,607 New
RWS
1868
Resolute Wealth Strategies
Mississippi
$295K +$342 +3 +0.1%
HEM
1869
Henson-Edgewater Management
Ohio
$295K +$25.9K +227 +10%
HFBOT
1870
Home Federal Bank of Tennessee
Tennessee
$295K – – –
SP
1871
Successful Portfolios
Florida
$294K -$456 -4 -0.1%
OW
1872
Olistico Wealth
Oklahoma
$293K -$17.9K -157 -6%
WF
1873
Whelan Financial
California
$293K -$37.9K -333 -11%
SC
1874
Searle & Co
Connecticut
$293K – – –
TTWM
1875
TCV Trust & Wealth Management
Virginia
$293K +$9.11K +80 +3%
73 74
75
76 77