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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
801
Quadrant Private Wealth Management
Pennsylvania
$946K -$2.8K -57 -0.3%
ST
802
Somerset Trust
Pennsylvania
$944K -$188K -3,825 -16%
CG
803
Caprock Group
Idaho
$942K +$517K +10,529 +110%
RW
804
RVW Wealth
California
$938K -$9.81K -200 -1%
NW
805
Naviter Wealth
Arkansas
$937K +$61.7K +1,257 +7%
BCM
806
Basswood Capital Management
New York
$934K – – –
PK
807
Pflug Koory
Nebraska
$932K – – –
CA
808
Carson Advisory
Georgia
$928K -$178K -3,620 -15%
IAS
809
Insigneo Advisory Services
Florida
$923K +$90K +1,834 +10%
TCA
810
Transcend Capital Advisors
New Jersey
$917K +$47.4K +966 +5%
SAM
811
Secure Asset Management
Michigan
$913K +$36.8K +749 +4%
EWA
812
EP Wealth Advisors
California
$906K -$112K -2,277 -18%
SB
813
Simmons Bank
Arkansas
$899K -$22.5K -459 -2%
APP
814
Avantax Planning Partners
Iowa
$897K -$1.43M -29,046 -60%
CI
815
Conning Inc
Connecticut
$895K -$26.1K -531 -3%
FBFS
816
First Business Financial Services
Wisconsin
$891K +$56.8K +1,158 +6%
CFG
817
Cooper Financial Group
California
$876K +$236K +4,816 +35%
MCM
818
Mork Capital Management
California
$874K – – –
RHAM
819
Round Hill Asset Management
California
$870K +$201K +4,090 +28%
NSB
820
Norway Savings Bank
Maine
$860K -$125K -2,545 -12%
PI
821
PineBridge Investments
New York
$856K -$7.94M -161,727 -90%
ONB
822
Old National Bancorp
Indiana
$853K -$27.9K -568 -3%
FNBT
823
FineMark National Bank & Trust
Florida
$852K -$214K -4,352 -19%
I
824
INVST
Indiana
$848K +$885K +18,037 New
MFG
825
MidWestOne Financial Group
Iowa
$847K -$92.7K -1,888 -9%
31 32
33
34 35