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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2526
Carr Financial Group
Massachusetts
– -$232K -2,289 Closed
NFP
2527
NorthLanding Financial Partners
New York
– -$232K -2,286 Closed
OFS
2528
Oldfather Financial Services
Nebraska
– -$231K -2,280 Closed
SA
2529
Sylvest Advisors
Texas
– -$228K -2,247 Closed
SM
2530
Stonegate Management
Illinois
– -$217K -2,133 Closed
WJWM
2531
Williams Jones Wealth Management
New York
– -$216K -2,128 Closed
FCM
2532
Fortis Capital Management
Washington
– -$208K -2,052 Closed
PP
2533
Patron Partners
Texas
– -$206K -2,032 Closed
PCA
2534
Prosperity Capital Advisors
Ohio
– -$205K -2,018 Closed
RSS
2535
Rosenblum Silverman Sutton
California
– -$204K -2,005 Closed
PWMG
2536
Pinnacle Wealth Management Group
Michigan
– -$203K -1,999 Closed
FFWM
2537
Future Financial Wealth Management
Ohio
– -$152K -1,500 Closed
FF
2538
Francis Financial
– -$248K -1,451 Closed
SP
2539
Saranac Partners
– -$139K -1,365 Closed
RA
2540
Rise Advisors
New York
– -$115K -1,131 Closed
IGAM
2541
iA Global Asset Management
Quebec, Canada
– -$53K -522 Closed
JWM
2542
JPL Wealth Management
Colorado
– -$50.4K -497 Closed
TCM
2543
TruNorth Capital Management
Michigan
– -$40.6K -400 Closed
CCM
2544
Cloud Capital Management
Washington
– -$40K -399 Closed
TIM
2545
Tortoise Investment Management
New York
– -$40.2K -396 Closed
EPAM
2546
Evelyn Partners Asset Management
– -$23.2K -229 Closed
SC
2547
Stance Capital
Massachusetts
– -$22.5K -222 Closed
PFA
2548
Pathway Financial Advisers
Indiana
– -$19.6K -195 Closed
TIAAOA
2549
Teachers Insurance & Annuity Association of America
New York
– -$13.9K -137 Closed
PAM
2550
Palisade Asset Management
Minnesota
– -$12.8K -126 Closed
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