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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
2201
Granite Harbor Advisors
Texas
$237K -$15.9K -122 -7%
CWM
2202
Castle Wealth Management
Florida
$237K +$221K +1,695 New
SGK
2203
Steigerwald Gordon & Koch
Virginia
$237K – – –
FA
2204
FDx Advisors
Illinois
$237K -$62.6K -481 -22%
B
2205
Bayban
Minnesota
$237K +$5.21K +40 +2%
OFO
2206
OneAscent Family Office
Alabama
$237K +$220K +1,691 New
GWMIA
2207
Global Wealth Management Investment Advisory
Florida
$236K -$14.3K -110 -6%
BNA
2208
BankChampaign National Association
Illinois
$235K +$219K +1,679 New
BIG
2209
Brookwood Investment Group
Arizona
$234K -$82.1K -631 -27%
DWP
2210
Destiny Wealth Partners
Florida
$234K +$42.4K +326 +23%
PIP
2211
Peachtree Investment Partners
Florida
$233K +$217K +1,668 New
LJCM
2212
Lee Johnson Capital Management
Texas
$232K +$216K +1,660 New
CPSAC
2213
Chas P. Smith & Associates (CPS)
Florida
$232K +$216K +1,659 New
HPIA
2214
Hamilton Point Investment Advisors
North Carolina
$232K +$216K +1,658 New
TF
2215
Tudor Financial
Ohio
$232K +$216K +1,658 New
CIC
2216
Crawford Investment Counsel
Georgia
$232K +$215K +1,655 New
OCPWS
2217
One Charles Private Wealth Services
Massachusetts
$231K +$215K +1,653 New
AFA
2218
AA Financial Advisors
Ohio
$231K +$215K +1,652 New
MWM
2219
Maripau Wealth Management
Indiana
$230K +$214K +1,646 New
BFWA
2220
Benchmark Financial Wealth Advisors
Florida
$230K +$214K +1,645 New
SCG
2221
Sonata Capital Group
Washington
$230K +$214K +1,644 New
GAM
2222
Gemmer Asset Management
California
$230K +$214K +1,643 New
ACM
2223
AUA Capital Management
Pennsylvania
$230K +$214K +1,642 New
ANBT
2224
American National Bank & Trust
Texas
$230K – – –
NFSG
2225
Newbridge Financial Services Group
Florida
$230K +$186K +1,428 +674%