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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$1.7M +$1.69M +27,226 New
UBPAM
827
Union Bancaire Privee Asset Management
New York
$1.69M – – –
AG
828
AlphaSimPlex Group
Massachusetts
$1.68M -$90.4K -1,455 -5%
HW
829
Hancock Whitney
Mississippi
$1.66M +$25.5K +411 +2%
CPC
830
Congress Park Capital
New York
$1.66M +$37.5K +604 +2%
CNBT
831
Canandaigua National Bank & Trust
New York
$1.66M +$8.45K +136 +0.5%
VF
832
Virtu Financial
New York
$1.66M +$495K +7,971 +43%
FA
833
FMA Advisory
Pennsylvania
$1.65M +$11.9K +191 +0.7%
ALAM
834
Asahi Life Asset Management
Japan
$1.65M -$606K -9,758 -27%
LOAME
835
Lombard Odier Asset Management (Europe)
United Kingdom
$1.62M – – –
WB
836
Webster Bank
Connecticut
$1.62M -$70.9K -1,142 -4%
VFA
837
Valeo Financial Advisors
Indiana
$1.62M -$383K -6,166 -19%
KA
838
Kintegral Advisory
New York
$1.61M +$825K +13,290 +105%
ASN
839
Advisory Services Network
Georgia
$1.6M +$198K +3,193 +14%
BPCE
840
Bank Pictet & Cie (Europe)
Germany
$1.58M -$1.11M -17,900 -41%
DPIM
841
Duff & Phelps Investment Management
Illinois
$1.58M -$39.7K -640 -2%
CANC
842
Culbertson A N & Co
Virginia
$1.56M -$34.8K -560 -2%
WCM
843
Washington Capital Management
Washington
$1.56M -$526K -8,465 -25%
NA
844
NewEdge Advisors
Louisiana
$1.56M -$33K -532 -2%
DIA
845
Dana Investment Advisors
Wisconsin
$1.55M -$42.5K -685 -3%
WAM
846
Wealthspire Advisors (Maryland)
Maryland
$1.54M +$251K +4,049 +20%
WI
847
Wintrust Investments
Illinois
$1.52M +$24.5K +395 +2%
IIA
848
IPG Investment Advisors
California
$1.52M -$261K -4,200 -15%
MGIA
849
Matthew Goff Investment Advisor
Texas
$1.51M – – –
GWMIA
850
Global Wealth Management Investment Advisory
Florida
$1.51M +$483K +7,783 +47%
32 33
34
35 36