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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
2551
Optimize Financial
California
– -$559K -4,791 Closed
IIA
2552
Integral Investment Advisors
California
– -$527K -4,513 Closed
SCA
2553
Sassicaia Capital Advisers
New York
– -$525K -4,500 Closed
KA
2554
Kercheville Advisors
Texas
– -$491K -4,245 Closed
MW
2555
Marble Wealth
Alabama
– -$494K -4,232 Closed
KW
2556
KWB Wealth
California
– -$478K -4,095 Closed
BNA
2557
BankChampaign National Association
Illinois
– -$468K -4,012 Closed
BFM
2558
Brooklands Fund Management
United Kingdom
– -$464K -4,000 Closed
TL
2559
Tradewinds LLC
North Carolina
– -$462K -3,955 Closed
WAM
2560
Watershed Asset Management
California
– -$437K -3,744 Closed
PIP
2561
Peachtree Investment Partners
Florida
– -$430K -3,681 Closed
SMC
2562
Smith, Moore & Co
Missouri
– -$428K -3,665 Closed
ML
2563
Mayport LLC
Massachusetts
– -$422K -3,618 Closed
LEA
2564
Legacy Edge Advisors
New York
– -$416K -3,565 Closed
CIC
2565
Chilton Investment Company
Connecticut
– -$412K -3,530 Closed
AWP
2566
Abacus Wealth Partners
California
– -$373K -3,195 Closed
CP
2567
Camelot Portfolios
Ohio
– -$359K -3,075 Closed
SRL
2568
Scientech Research LLC
New Jersey
– -$355K -3,044 Closed
MRI
2569
Mad River Investors
Massachusetts
– -$350K -3,000 Closed
ZF
2570
Zhang Financial
Michigan
– -$333K -2,852 Closed
EHWM
2571
Eads & Heald Wealth Management
Georgia
– -$326K -2,796 Closed
MCA
2572
Magnolia Capital Advisors
Mississippi
– -$317K -2,714 Closed
CWM
2573
Circle Wealth Management
New Jersey
– -$292K -2,504 Closed
LAM
2574
Lynch Asset Management
Pennsylvania
– -$292K -2,500 Closed
WFPG
2575
Waller Financial Planning Group
Ohio
– -$278K -2,380 Closed
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103
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