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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
776
Caprock Group
Idaho
$867K +$26.5K +604 +3%
AC
777
AXQ Capital
New Jersey
$864K +$922K +21,000 New
EP
778
Edgestream Partners
New Jersey
$859K +$917K +20,893 New
MC
779
Machina Capital
France
$859K +$1.36K +31 +0.1%
CI
780
Cigna Investments
Connecticut
$856K -$118K -2,696 -11%
SWM
781
Spire Wealth Management
Virginia
$847K +$176K +4,021 +24%
RPCONE
782
Retirement Planning Company of New England
Rhode Island
$846K +$559K +12,742 +163%
PIM
783
Penobscot Investment Management
Massachusetts
$846K +$903K +20,570 New
RIA
784
Realta Investment Advisors
Delaware
$835K -$8.43K -192 -1%
MGIA
785
Matthew Goff Investment Advisor
Texas
$829K -$12.6K -286 -1%
NIM
786
NEOS Investment Management
Connecticut
$827K +$883K +20,118 New
DIA
787
Dana Investment Advisors
Wisconsin
$823K -$35.1K -800 -4%
PFO
788
PMC FIG Opportunities
Israel
$823K -$219K -5,000 -20%
BCM
789
Basswood Capital Management
New York
$819K – – –
PF
790
Phoenix Financial
Israel
$818K -$371K -8,444 -30%
PK
791
Pflug Koory
Nebraska
$818K – – –
SA
792
SRN Advisors
Pennsylvania
$810K -$120K -2,728 -12%
MC
793
Martin & Co
Tennessee
$808K -$1.36K -31 -0.2%
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$801K -$50.3K -1,145 -6%
KWM
795
Kingsview Wealth Management
Oregon
$800K +$66.7K +1,519 +8%
SBIA
796
Sheaff Brock Investment Advisors
Indiana
$798K -$30K -684 -3%
SCM
797
Stevens Capital Management
Pennsylvania
$795K +$582K +13,253 +218%
SPC
798
Sigma Planning Corp
Michigan
$795K -$71.8K -1,636 -8%
CA
799
Carson Advisory
Georgia
$787K -$13.2K -300 -2%
FNT
800
First National Trust
Pennsylvania
$786K -$259K -5,900 -24%
30 31
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