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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$864K -$457K -9,128 -33%
S
852
Seeyond
France
$860K +$66.9K +1,337 +8%
OQS
853
Occudo Quantitative Strategies
Florida
$858K -$1.11M -22,168 -54%
WAP
854
Wealthcare Advisory Partners
Pennsylvania
$858K -$26.9K -538 -3%
MFG
855
Merit Financial Group
Georgia
$848K +$922K +18,431 New
EF
856
Empowered Funds
Pennsylvania
$846K -$34K -680 -4%
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$842K +$235K +4,689 +34%
WANY
858
Wealthspire Advisors (New York)
New York
$836K +$528K +10,557 +139%
LD
859
Lipe & Dalton
New York
$835K +$17.7K +353 +2%
RIA
860
Realta Investment Advisors
Delaware
$830K +$203K +4,067 +30%
HAIM
861
Hunter Associates Investment Management
Pennsylvania
$829K +$904K +18,080 New
QPWM
862
Quadrant Private Wealth Management
Pennsylvania
$827K +$70.1K +1,402 +8%
LB
863
Legacy Bridge
Iowa
$826K -$8.75K -175 -1%
MIM
864
Marco Investment Management
Georgia
$819K – – –
PWM
865
Perigon Wealth Management
California
$817K +$205K +4,096 +30%
RMC
866
Resources Management Corp
Connecticut
$816K -$8.25K -165 -0.9%
RMSCM
867
R.M. Sincerbeaux Capital Management
New York
$815K – – –
SCA
868
Sippican Capital Advisors
Massachusetts
$804K +$258K +5,154 +42%
RA
869
RFG Advisory
Alabama
$802K +$201K +4,017 +35%
TPW
870
Transatlantique Private Wealth
New York
$799K +$869K +17,366 New
JRCM
871
Jones Road Capital Management
New York
$796K – – –
OPS
872
Orion Portfolio Solutions
Nebraska
$796K +$67.8K +1,356 +9%
S
873
SignatureFD
Georgia
$788K +$307K +6,139 +56%
KTC
874
Kistler-Tiffany Companies
Pennsylvania
$780K -$91.8K -1,835 -10%
IVP
875
Intrinsic Value Partners
Arizona
$778K -$145K -2,890 -15%
33 34
35
36 37