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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
851
Trust Company of Oklahoma
Oklahoma
$874K -$129K -2,571 -12%
SS
852
Simplicity Solutions
Minnesota
$870K +$199K +3,982 +27%
BCI
853
Brinker Capital Investments
Pennsylvania
$867K -$1.95M -38,956 -67%
FMII
854
Farmers & Merchants Investments Inc
Nebraska
$864K -$457K -9,128 -33%
S
855
Seeyond
France
$860K +$66.9K +1,337 +8%
OQS
856
Occudo Quantitative Strategies
Florida
$858K -$1.11M -22,168 -54%
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$858K -$26.9K -538 -3%
MFG
858
Merit Financial Group
Georgia
$848K +$922K +18,431 New
EF
859
Empowered Funds
Pennsylvania
$846K -$34K -680 -4%
JFGIW
860
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$842K +$235K +4,689 +34%
WANY
861
Wealthspire Advisors (New York)
New York
$836K +$528K +10,557 +139%
LD
862
Lipe & Dalton
New York
$835K +$17.7K +353 +2%
RIA
863
Realta Investment Advisors
Delaware
$830K +$203K +4,067 +30%
HAIM
864
Hunter Associates Investment Management
Pennsylvania
$829K +$904K +18,080 New
QPWM
865
Quadrant Private Wealth Management
Pennsylvania
$827K +$70.1K +1,402 +8%
LB
866
Legacy Bridge
Iowa
$826K -$8.75K -175 -1%
MIM
867
Marco Investment Management
Georgia
$819K – – –
PWM
868
Perigon Wealth Management
California
$817K +$205K +4,096 +30%
RMC
869
Resources Management Corp
Connecticut
$816K -$8.25K -165 -0.9%
RMSCM
870
R.M. Sincerbeaux Capital Management
New York
$815K – – –
SCA
871
Sippican Capital Advisors
Massachusetts
$804K +$258K +5,154 +42%
RA
872
RFG Advisory
Alabama
$802K +$201K +4,017 +35%
TPW
873
Transatlantique Private Wealth
New York
$799K +$869K +17,366 New
JRCM
874
Jones Road Capital Management
New York
$796K – – –
OPS
875
Orion Portfolio Solutions
Nebraska
$796K +$67.8K +1,356 +9%
33 34
35
36 37