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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2176
Francis Financial
$240K +$223K +1,715 New
AA
2177
Argent Advisors
Louisiana
$240K +$223K +1,714 New
BOPW
2178
Brandywine Oak Private Wealth
Pennsylvania
$240K +$223K +1,713 New
DM
2179
Diversified Management
Wisconsin
$240K -$1.31M -10,048 -85%
PAG
2180
Private Advisory Group
Washington
$238K -$30.2K -232 -12%
MF
2181
Montis Financial
Massachusetts
$238K +$221K +1,701 New
TFGT
2182
TS Financial Group (TSFG)
Illinois
$238K +$10.4K +80 +5%
CCP
2183
Cane Capital Partners
Louisiana
$238K -$61.2K -470 -22%
HCM
2184
Highview Capital Management
Illinois
$238K +$221K +1,700 New
PWMG
2185
Pinnacle Wealth Management Group
Michigan
$238K +$221K +1,699 New
GHA
2186
Granite Harbor Advisors
Texas
$237K -$15.9K -122 -7%
CWM
2187
Castle Wealth Management
Florida
$237K +$221K +1,695 New
SGK
2188
Steigerwald Gordon & Koch
Virginia
$237K – – –
FA
2189
FDx Advisors
Illinois
$237K -$62.6K -481 -22%
B
2190
Bayban
Minnesota
$237K +$5.21K +40 +2%
OFO
2191
OneAscent Family Office
Alabama
$237K +$220K +1,691 New
GWMIA
2192
Global Wealth Management Investment Advisory
Florida
$236K -$14.3K -110 -6%
BNA
2193
BankChampaign National Association
Illinois
$235K +$219K +1,679 New
BIG
2194
Brookwood Investment Group
Arizona
$234K -$82.1K -631 -27%
DWP
2195
Destiny Wealth Partners
Florida
$234K +$42.4K +326 +23%
PIP
2196
Peachtree Investment Partners
Florida
$233K +$217K +1,668 New
LJCM
2197
Lee Johnson Capital Management
Texas
$232K +$216K +1,660 New
HPIA
2198
Hamilton Point Investment Advisors
North Carolina
$232K +$216K +1,658 New
TF
2199
Tudor Financial
Ohio
$232K +$216K +1,658 New
CIC
2200
Crawford Investment Counsel
Georgia
$232K +$215K +1,655 New
86 87
88
89 90