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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
876
First Business Financial Services
Wisconsin
$769K -$17.9K -357 -2%
CFLC
877
California First Leasing Corp
California
$768K – – –
NB
878
NBT Bank
New York
$763K +$23.2K +464 +3%
DA
879
DCM Advisors
New York
$756K +$214K +4,280 +35%
WPC
880
White Pine Capital
Minnesota
$753K -$32.5K -650 -4%
WG
881
Winton Group
United Kingdom
$751K -$1.55M -31,079 -66%
RSS
882
Rosenblum Silverman Sutton
California
$748K – – –
CWP
883
Concord Wealth Partners
Virginia
$747K +$16.9K +338 +2%
DIA
884
Dana Investment Advisors
Wisconsin
$746K +$811K +16,215 New
IF
885
Intrua Financial
Texas
$744K +$305K +6,096 +60%
BCP
886
Berkeley Capital Partners
Georgia
$739K +$184K +3,670 +30%
RWA
887
River Wealth Advisors
Pennsylvania
$738K -$900 -18 -0.1%
CMI
888
Clare Market Investments
Texas
$731K +$795K +15,885 New
HI
889
Horizon Investments
North Carolina
$727K -$967K -19,337 -55%
AP
890
Appleton Partners
Massachusetts
$726K -$20.4K -407 -3%
SFP
891
Sweet Financial Partners
Minnesota
$724K +$30.8K +615 +4%
PFO
892
Pathstone Family Office
New Jersey
$710K +$376K +7,518 +95%
CTC
893
Central Trust Company
Missouri
$704K -$244K -4,872 -24%
CCG
894
Coastwise Capital Group
California
$704K +$363K +7,250 +90%
MVA
895
Mount Vernon Associates
Maryland
$701K -$253K -5,050 -25%
AMG
896
Advisors Management Group
Wisconsin
$701K +$763K +15,248 New
EP
897
Eudaimonia Partners
Tennessee
$700K +$70.3K +1,405 +10%
GIM
898
Guardian Investment Management
California
$698K +$22.5K +450 +3%
KJWM
899
Kiley Juergens Wealth Management
Washington
$695K +$756K +15,113 New
GIA
900
Gladstone Institutional Advisory
Florida
$694K -$117K -2,330 -13%
34 35
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37 38