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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2151
Hanson & Doremus Investment Management
Vermont
$148K -$18.9K -182 -13%
TCOV
2152
Trust Company of Vermont
Vermont
$146K +$6.33K +61 +5%
DIP
2153
DT Investment Partners
Pennsylvania
$146K – – –
BCM
2154
Boreal Capital Management
Florida
$139K – – –
EWP
2155
Elevation Wealth Partners
California
$139K +$3.74K +36 +3%
MA
2156
Montag & Associates
Georgia
$138K -$5.4K -52 -4%
IRAG
2157
Investment Research & Advisory Group
Georgia
$137K +$727 +7 +0.6%
RF
2158
Rossby Financial
Florida
$135K -$102K -987 -46%
AAG
2159
Armstrong Advisory Group
Massachusetts
$133K +$2.39K +23 +2%
KBFS
2160
Kohmann Bosshard Financial Services
Ohio
$133K +$118K +1,140 New
TAM
2161
Tucker Asset Management
Colorado
$131K +$116K +1,119 New
BGA
2162
Battery Global Advisors
Massachusetts
$131K +$127K +1,226 +261%
BBPWM
2163
Blue Bell Private Wealth Management
Pennsylvania
$128K – – –
CB
2164
Community Bank
New York
$128K +$10.4K +100 +10%
MAM
2165
Morse Asset Management
Connecticut
$125K +$22.8K +220 +26%
SL
2166
Salomon & Ludwin
Virginia
$123K -$3.22K -31 -3%
ECM
2167
EMC Capital Management
Texas
$121K – – –
CW
2168
Curio Wealth
Maryland
$121K +$103K +993 New
PGAM
2169
Princeton Global Asset Management
New Jersey
$120K – – –
GAFA
2170
Garton & Associates Financial Advisors
Kentucky
$118K +$105K +1,009 New
FCMT
2171
Founders Capital Management (Texas)
Texas
$117K – – –
SC
2172
Solstein Capital
California
$117K – – –
VWA
2173
VSM Wealth Advisory
Maryland
$117K – – –
VIS
2174
Vega Investment Solutions
France
$114K +$102K +980 New
NI
2175
NCP Inc
California
$114K +$101K +977 New
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87
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