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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
851
Wealthspire Advisors (Maryland)
Maryland
$1.58M -$144K -2,159 -9%
TI
852
Truepoint Inc
Ohio
$1.57M +$19.5K +292 +1%
NEAM
853
New England Asset Management
Connecticut
$1.57M – – –
BCMO
854
Buckingham Capital Management (Ohio)
Ohio
$1.56M +$35.8K +535 +2%
TFS
855
Thoroughbred Financial Services
Tennessee
$1.55M +$175K +2,616 +13%
OAM
856
Oxford Asset Management
United Kingdom
$1.55M +$500K +7,471 +51%
SWM
857
SVA Wealth Management
Wisconsin
$1.53M -$38.5K -576 -3%
AWCI
858
Alpine Woods Capital Investors
New York
$1.52M – – –
VFPI
859
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$40.1K -600 -3%
FTIOP
860
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.5M -$78.6K -1,175 -5%
NIT
861
NumerixS Investment Technologies
British Columbia, Canada
$1.5M -$2.61M -39,076 -65%
LOAME
862
Lombard Odier Asset Management (Europe)
United Kingdom
$1.49M -$318K -4,747 -18%
MVA
863
Mount Vernon Associates
Maryland
$1.49M -$6.69K -100 -0.5%
BRWA
864
B. Riley Wealth Advisors
Florida
$1.49M +$164K +2,452 +13%
DIA
865
Dana Investment Advisors
Wisconsin
$1.49M -$242K -3,616 -15%
AI
866
Atom Investors
Texas
$1.49M +$1.42M +21,248 New
WB
867
Webster Bank
Connecticut
$1.47M -$335K -5,000 -19%
PH
868
Pinnacle Holdings
Oklahoma
$1.46M +$25.6K +383 +2%
MIC
869
Meridian Investment Counsel
California
$1.46M -$4.95K -74 -0.4%
GIA
870
Gargoyle Investment Advisor
New Jersey
$1.46M – – –
NICM
871
Neo Ivy Capital Management
New York
$1.45M -$168K -2,512 -11%
1SB
872
1ST Source Bank
Indiana
$1.44M -$46.1K -689 -3%
QCG
873
Quadrant Capital Group
Ohio
$1.43M +$20.9K +313 +2%
WWM
874
Western Wealth Management
Colorado
$1.43M -$175K -2,615 -11%
CT
875
Clearstead Trust
Maine
$1.43M +$1.67K +25 +0.1%
33 34
35
36 37