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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
826
Algert Global
California
$826K – – –
KWM
827
Kingsview Wealth Management
Oregon
$826K -$172K -3,676 -17%
TPA
828
Trivium Point Advisory
Connecticut
$818K +$832K +17,774 New
RMSCM
829
R.M. Sincerbeaux Capital Management
New York
$816K – – –
GAM
830
Gotham Asset Management
New York
$813K -$181K -3,873 -18%
VVP
831
Venture Visionary Partners
Ohio
$813K +$76.5K +1,633 +10%
OTL
832
Oak Thistle LLC
New York
$812K +$826K +17,627 New
FBFS
833
First Business Financial Services
Wisconsin
$810K -$66.1K -1,411 -7%
MIFH
834
Migdal Insurance & Financial Holdings
Israel
$809K -$2.23M -47,663 -73%
PCIA
835
Prime Capital Investment Advisors
Kansas
$804K +$306K +6,533 +60%
BA
836
Bristlecone Advisors
Washington
$799K +$813K +17,350 New
CT
837
Columbia Trust
Oregon
$793K -$14.1K -301 -2%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$792K +$667K +14,250 +483%
RMC
839
Resources Management Corp
Connecticut
$792K -$777K -16,587 -49%
BC
840
Bartlett & Co
Ohio
$792K +$667K +14,250 +483%
I
841
INVST
Indiana
$792K -$39.3K -840 -5%
TSWM
842
Triangle Securities Wealth Management
North Carolina
$791K -$10.1K -215 -1%
OC
843
Oarsman Capital
Wisconsin
$791K -$236K -5,044 -23%
CGL
844
Clarius Group LLC
Washington
$787K +$5.39K +115 +0.7%
VCA
845
Verdence Capital Advisors
Maryland
$785K -$723K -15,435 -48%
CAMV
846
Concord Asset Management (Virginia)
Virginia
$784K +$177K +3,772 +28%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$781K +$59.3K +1,267 +8%
GAM
848
Griffin Asset Management
New York
$779K +$38K +812 +5%
CP
849
Camelot Portfolios
Ohio
$774K -$15.6K -334 -2%
IFWM
850
Institute for Wealth Management
Colorado
$771K +$3.47K +74 +0.4%
32 33
34
35 36