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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1901
Oak Harbor Wealth Partners
North Carolina
– -$208K -3,450 Closed
IA
1902
IFG Advisory
Georgia
– -$206K -3,422 Closed
PPWM
1903
Paragon Private Wealth Management
Kentucky
– -$206K -3,411 Closed
NCM
1904
NCM Capital Management
New Jersey
– -$205K -3,399 Closed
RCM
1905
RNC Capital Management
California
– -$205K -3,388 Closed
NCM
1906
Noesis Capital Mangement
Florida
– -$204K -3,371 Closed
GPA
1907
Garrison Point Advisors
California
– -$204K -3,370 Closed
FSC
1908
Full Sail Capital
Oklahoma
– -$214K -3,345 Closed
YWP
1909
YorkBridge Wealth Partners
New York
– -$202K -3,339 Closed
PPW
1910
Parcion Private Wealth
Washington
– -$220K -3,297 Closed
CSIA
1911
Conrad Siegel Investment Advisors
Pennsylvania
– -$231K -3,295 Closed
PCA
1912
Pallas Capital Advisors
Massachusetts
– -$200K -3,164 Closed
AWA
1913
Amplius Wealth Advisors
Pennsylvania
– -$180K -2,989 Closed
WFS
1914
Widmann Financial Services
Maryland
– -$128K -2,123 Closed
EBA
1915
Eagle Bay Advisors
New York
– -$132K -2,106 Closed
MC
1916
Maverick Capital
Texas
– -$119K -1,974 Closed
EPM
1917
Equitec Proprietary Markets
Illinois
– -$71K -1,174 Closed
SFM
1918
Signet Financial Management
New Jersey
– -$69K -1,140 Closed
AP
1919
Arlington Partners
Alabama
– -$45K -750 Closed
GGI
1920
Godsey & Gibb Inc
Virginia
– -$38K -630 Closed
AIM
1921
AHL Investment Management
Florida
– -$32K -530 Closed
FPWM
1922
FSB Premier Wealth Management
Iowa
– -$31K -522 Closed
OF
1923
Outfitter Financial
Maine
– -$30K -500 Closed
OAJ
1924
Ogorek Anthony Joseph
New York
– -$28K -476 Closed
EWM
1925
Edge Wealth Management
New York
– -$28K -462 Closed
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