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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
901
Southport Capital Management
Tennessee
$374K -$10.4K -235 -3%
FANJ
902
Financial Architects (New Jersey)
New Jersey
$373K +$221K +4,999 +132%
BAAM
903
Baker Avenue Asset Management
California
$372K -$233K -5,276 -38%
SWM
904
SVA Wealth Management
Wisconsin
$367K -$649K -14,671 -63%
BFM
905
Boothbay Fund Management
New York
$367K -$133K -3,011 -26%
DSC
906
Duncker Streett & Co
Missouri
$365K +$22.1K +500 +6%
TAM
907
Trust Asset Management
Texas
$363K – – –
BHBT
908
Burke & Herbert Bank & Trust
Virginia
$356K – – –
WSC
909
Wellington Shields & Co
New York
$354K – – –
RCAG
910
Rehmann Capital Advisory Group
Michigan
$351K -$13.4K -302 -4%
GW
911
GW & Wade
Massachusetts
$351K -$2.25K -51 -0.6%
CCA
912
Catalyst Capital Advisors
New York
$350K -$210K -4,750 -37%
BC
913
Banced Corp
Illinois
$350K -$157K -3,546 -33%
WPW
914
Waldron Private Wealth
Pennsylvania
$347K +$71.4K +1,614 +25%
SFG
915
SevenBridge Financial Group
Pennsylvania
$345K +$360K +8,141 New
GIP
916
Granite Investment Partners
California
$344K – – –
BDF
917
Balasa Dinverno & Foltz
$344K +$15.3K +346 +4%
BCP
918
Berkeley Capital Partners
Georgia
$342K -$1.99K -45 -0.6%
IIC
919
Ironwood Investment Counsel
Arizona
$341K -$41.8K -945 -11%
CM
920
Castleark Management
Illinois
$340K – – –
NSEDCP
921
NJ State Employees Deferred Compensation Plan
New Jersey
$339K – – –
GCIA
922
Gabelli & Co Investment Advisers
New York
$339K +$44.2K +1,000 +14%
PPSG
923
Princeton Portfolio Strategies Group
New Jersey
$339K +$354K +8,007 New
RVPG
924
Relative Value Partners Group
$338K – – –
JIC
925
Joel Isaacson & Co
New York
$337K -$40.8K -923 -10%
35 36
37
38 39