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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2201
Davis Asset Management
California
$81.7K +$82K +720 New
TFA
2202
Toth Financial Advisory
Virginia
$81.1K – – –
EA
2203
Evergreen Advisors
Tennessee
$80.7K +$81.1K +712 New
CT
2204
Clearstead Trust
Maine
$80.2K -$177K -1,550 -69%
HIM
2205
Hillsdale Investment Management
Ontario, Canada
$74.9K +$4.55K +40 +6%
WB
2206
Webster Bank
Connecticut
$73.7K +$17.1K +150 +30%
TGY2IT
2207
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$71.7K +$72K +632 New
JGCM
2208
Joseph Group Capital Management
Ohio
$71.6K +$18.7K +164 +35%
TC
2209
Truvestments Capital
Florida
$71.3K +$14.1K +124 +25%
PWMG
2210
Private Wealth Management Group
New Jersey
$71.3K +$6.61K +58 +10%
SC
2211
SouthState Corp
Florida
$71K +$16.1K +141 +29%
FCT
2212
First Community Trust
Iowa
$70.9K – – –
NEWAS
2213
N.E.W. Advisory Services
Wisconsin
$69.5K -$10.2K -90 -13%
WTA
2214
Washington Trust Advisors
Massachusetts
$68.5K +$48.9K +429 +245%
BCM
2215
Berbice Capital Management
New York
$68K – – –
SWIM
2216
Smallwood Wealth Investment Management
New Jersey
$67.6K +$27.9K +245 +70%
CWM
2217
Cranbrook Wealth Management
Michigan
$67.5K – – –
BHWM
2218
Beaird Harris Wealth Management
Texas
$67.4K -$17.7K -155 -21%
CHC
2219
City Holding Co
West Virginia
$66K – – –
FMP
2220
Financial Management Professionals
Texas
$65.2K +$22.9K +201 +54%
NSG
2221
Nalls Sherbakoff Group
Tennessee
$63.7K – – –
CSC
2222
Caldwell Sutter Capital
California
$63.5K -$4.21K -37 -6%
KAS
2223
Kemnay Advisory Services
New York
$63.3K -$17.4K -153 -22%
FFA
2224
Frazier Financial Advisors
Ohio
$62.7K +$49K +430 +350%
GIA
2225
GHP Investment Advisors
Colorado
$62.3K – – –
87 88
89
90 91