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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
2051
Thompson David Blair
$293K +$272K +2,092 New
ICP
2052
Impact Capital Partners
Colorado
$293K +$7.81K +60 +3%
LA
2053
Legacy Advisors
Pennsylvania
$292K +$272K +2,087 New
OWA
2054
Octavia Wealth Advisors
Ohio
$292K -$42.7K -328 -14%
HH
2055
Hilltop Holdings
Texas
$292K -$624K -4,794 -70%
WAL
2056
W Advisors LLC
Tennessee
$291K – – –
BWFA
2057
Baltimore-Washington Financial Advisors
Maryland
$291K +$33.5K +257 +14%
MSS
2058
Mitchell Sinkler & Starr
Pennsylvania
$290K +$270K +2,075 New
BFWM
2059
Bright Futures Wealth Management
New York
$290K -$4.3K -33 -2%
FNT
2060
First National Trust
Pennsylvania
$290K -$2.24M -17,169 -89%
AFA
2061
Allium Financial Advisors
Oregon
$290K -$38.9K -299 -13%
AA
2062
Ancora Advisors
Ohio
$290K -$154K -1,186 -36%
HBCM
2063
Heron Bay Capital Management
Michigan
$289K +$269K +2,068 New
CPWL
2064
Coquina Private Wealth LLC
Florida
$289K +$1.3K +10 +0.5%
TCM
2065
Triumph Capital Management
Colorado
$289K +$911 +7 +0.3%
TPW
2066
TL Private Wealth
Texas
$289K – – –
VHAM
2067
Van Hulzen Asset Management
California
$289K -$651 -5 -0.2%
LWA
2068
Legacy Wealth Advisors
Florida
$289K +$269K +2,063 New
CFS
2069
CRA Financial Services
New Jersey
$288K +$22.1K +170 +9%
LEA
2070
Legacy Edge Advisors
New York
$288K +$268K +2,057 New
DIM
2071
Delta Investment Management
California
$288K +$19.9K +153 +8%
PWMG
2072
Prestige Wealth Management Group
New Jersey
$287K +$6.51K +50 +2%
VC
2073
Veery Capital
Delaware
$287K +$1.82K +14 +0.7%
CRWM
2074
Castle Rock Wealth Management
California
$286K – – –
FWSM
2075
First Wilshire Securities Management
California
$286K -$4.17K -32 -2%
81 82
83
84 85