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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
876
Sweet Financial Partners
Minnesota
$699K -$7.63K -163 -1%
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$695K -$12.1K -259 -2%
SYBT
878
Stock Yards Bank & Trust
Kentucky
$694K +$20.4K +435 +3%
LB
879
Legacy Bridge
Iowa
$694K -$98.4K -2,100 -12%
GVAG
880
Great Valley Advisor Group
Delaware
$693K +$335K +7,156 +90%
FHA
881
Flagship Harbor Advisors
Massachusetts
$692K -$103K -2,193 -13%
CAM
882
Cidel Asset Management
Ontario, Canada
$691K – – –
LCGC
883
Legacy Capital Group California
California
$679K +$20.9K +446 +3%
HH
884
Hilltop Holdings
Texas
$678K -$79.1K -1,689 -10%
LCM
885
Lazari Capital Management
California
$677K +$689K +14,706 New
GA
886
Greytown Advisors
Florida
$671K -$152K -3,245 -18%
CI
887
Conning Inc
Connecticut
$670K -$212K -4,523 -24%
AUB
888
Atlantic Union Bankshares
Virginia
$670K +$682K +14,553 New
TCA
889
Transcend Capital Advisors
New Jersey
$670K -$235K -5,021 -26%
AFP
890
Ausdal Financial Partners
Iowa
$669K +$10.7K +228 +2%
ASC
891
Atalanta Sosnoff Capital
New York
$668K +$679K +14,500 New
DA
892
DCM Advisors
New York
$665K +$2.76K +59 +0.4%
GITFIT
893
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$663K – – –
ADL
894
Asset Dedication LLC
California
$662K +$188K +4,008 +39%
RVPG
895
Relative Value Partners Group
$658K – – –
STA
896
Summit Trail Advisors
New York
$656K +$100K +2,138 +18%
ECM
897
Evergreen Capital Management
Washington
$655K -$137K -2,921 -17%
CCA
898
Checchi Capital Advisers
California
$654K +$68.7K +1,466 +12%
LNC
899
Lincoln National Corp
Pennsylvania
$654K -$20.7K -443 -3%
CCG
900
Coastwise Capital Group
California
$650K -$142K -3,027 -18%
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