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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
SVA Wealth Management
Wisconsin
$1.45M -$55.6K -818 -4%
IAA
852
Independent Advisor Alliance
North Carolina
$1.45M -$1.29M -19,037 -48%
MVA
853
Mount Vernon Associates
Maryland
$1.45M -$27.2K -400 -2%
PH
854
Pinnacle Holdings
Oklahoma
$1.44M – – –
SIM
855
Stratos Investment Management
Ohio
$1.44M +$180K +2,650 +15%
1SB
856
1ST Source Bank
Indiana
$1.43M +$12.4K +183 +0.9%
QCG
857
Quadrant Capital Group
Ohio
$1.43M +$18.8K +276 +1%
WWM
858
Western Wealth Management
Colorado
$1.42M +$8.16K +120 +0.6%
CT
859
Clearstead Trust
Maine
$1.41M – – –
APA
860
American Portfolios Advisors
New York
$1.4M +$73.7K +1,083 +6%
CCP
861
Corient Capital Partners
California
$1.4M -$180K -2,642 -12%
AG
862
AlphaSimPlex Group
Massachusetts
$1.4M -$264K -3,877 -16%
FA
863
FDx Advisors
Illinois
$1.39M +$12.6K +185 +0.9%
RCIM
864
Russell Clark Investment Management
United Kingdom
$1.38M – – –
GCM
865
Graham Capital Management
Connecticut
$1.38M +$1.36M +20,000 New
EWA
866
EP Wealth Advisors
California
$1.37M +$1.08M +15,936 +404%
SKK
867
Shepherd Kaplan Krochuk
Massachusetts
$1.36M – – –
AWM
868
Altium Wealth Management
New York
$1.35M +$207K +3,048 +18%
FB
869
Fulton Bank
Pennsylvania
$1.34M +$50.5K +742 +4%
ACS
870
Archford Capital Strategies
Illinois
$1.33M +$115K +1,686 +10%
CA
871
Cumberland Advisors
Florida
$1.31M -$6.8K -100 -0.5%
TP
872
Truvvo Partners
New York
$1.3M – – –
RMSCM
873
R.M. Sincerbeaux Capital Management
New York
$1.29M – – –
MFG
874
MidWestOne Financial Group
Iowa
$1.29M -$795K -11,681 -39%
UBG
875
United Bank (Georgia)
Georgia
$1.28M -$391K -5,743 -24%
33 34
35
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