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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
751
MGO One Seven
Ohio
$1.14M +$129K +2,616 +11%
QI
752
Qtron Investments
Massachusetts
$1.12M +$758K +15,352 +134%
SSWM
753
Smith Salley Wealth Management
North Carolina
$1.11M -$10.6K -215 -0.8%
BAM
754
Boyar Asset Management
New York
$1.11M – – –
IFWM
755
Institute for Wealth Management
Colorado
$1.11M -$12.3K -248 -0.9%
SWP
756
Stratos Wealth Partners
Ohio
$1.11M -$277K -5,598 -17%
SIMM
757
Stillwater Investment Management (Minnesota)
Minnesota
$1.11M -$35.8K -725 -3%
PMA
758
Prudent Man Advisors
Illinois
$1.11M +$33.1K +669 +3%
TAM
759
Trust Asset Management
Texas
$1.11M +$61K +1,235 +5%
BBHC
760
Brown Brothers Harriman & Co
New York
$1.1M +$970K +19,628 +289%
BB
761
Berkshire Bank
Massachusetts
$1.1M -$195K -3,942 -13%
RI
762
Ridgewood Investments
New Jersey
$1.1M +$98.9K +2,002 +8%
WSC
763
Wellington Shields & Co
New York
$1.09M +$45.2K +915 +4%
TFS
764
Thoroughbred Financial Services
Tennessee
$1.09M +$74.6K +1,509 +6%
SACTSONJ
765
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M – – –
FNBT
766
FineMark National Bank & Trust
Florida
$1.08M -$188K -3,815 -13%
SAM
767
Stansberry Asset Management
Texas
$1.08M +$275K +5,575 +27%
QCM
768
Quantinno Capital Management
New York
$1.08M +$548K +11,085 +74%
SS
769
Simplicity Solutions
Minnesota
$1.08M +$346K +7,007 +37%
PH
770
Pinnacle Holdings
Oklahoma
$1.08M – – –
PWP
771
Pursue Wealth Partners
California
$1.08M -$821K -16,608 -39%
SOAMC
772
Spirit of America Management Corp
New York
$1.07M -$124K -2,500 -9%
TCBWMS
773
Texas Capital Bank Wealth Management Services
Texas
$1.06M +$1.26M +25,427 New
DMBA
774
Deseret Mutual Benefit Administrators
Utah
$1.06M -$185K -3,743 -13%
HH
775
Hilltop Holdings
Texas
$1.06M +$144K +2,924 +13%
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