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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
Chiron Capital Management
Florida
$1.8M +$39.3K +800 +2%
CT
652
Chicago Trust
Illinois
$1.79M +$137K +2,789 +8%
WAM
653
WFA Asset Management
Wisconsin
$1.79M +$267K +5,441 +17%
TPCW
654
TD Private Client Wealth
New York
$1.78M -$724K -14,746 -28%
E
655
Ergoteles
New York
$1.77M -$1.23M -25,031 -40%
OIM
656
Opus Investment Management
Massachusetts
$1.76M – – –
SAM
657
Selway Asset Management
$1.75M -$245K -5,000 -12%
KFP
658
KMG Fiduciary Partners
Ohio
$1.75M +$720K +14,675 +65%
SCM
659
SOL Capital Management
Maryland
$1.74M – – –
TMAM
660
Tokio Marine Asset Management
Japan
$1.72M +$308K +6,269 +21%
ASA
661
Armstrong Shaw Associates
Connecticut
$1.69M -$56.9K -1,160 -3%
PFO
662
Pathstone Family Office
New Jersey
$1.69M +$47.2K +961 +3%
FTDI
663
First Trust Direct Indexing
Massachusetts
$1.67M +$394K +8,024 +29%
CF
664
Centaurus Financial
California
$1.65M +$217K +4,425 +14%
GCC
665
Game Creek Capital
Massachusetts
$1.65M +$79.7K +1,625 +5%
WAS
666
Winch Advisory Services
Wisconsin
$1.64M +$35.9K +731 +2%
BHB
667
Bank Hapoalim BM
Israel
$1.62M -$806K -16,430 -32%
SWS
668
SYSTM Wealth Solutions
Illinois
$1.61M -$488K -9,948 -22%
EF
669
Empowered Funds
Pennsylvania
$1.61M +$1.68M +34,231 New
CAAS
670
Capital Asset Advisory Services
Michigan
$1.6M +$243K +4,961 +17%
CAM
671
Cozad Asset Management
Illinois
$1.6M -$293K -5,963 -15%
CWM
672
Compass Wealth Management
Connecticut
$1.59M +$435K +8,855 +35%
AWCI
673
Alpine Woods Capital Investors
New York
$1.59M -$1.22M -24,798 -42%
RIA
674
Regal Investment Advisors
Michigan
$1.57M +$253K +5,151 +18%
TCPG
675
Trivant Custom Portfolio Group
California
$1.57M +$1.64M +33,513 New
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