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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
901
Orion Portfolio Solutions
Nebraska
$1.1M +$203K +2,739 +21%
HB
902
Homrich & Berg
Georgia
$1.1M +$354K +4,791 +45%
LIM
903
Longfellow Investment Management
Massachusetts
$1.08M -$593K -8,018 -34%
PPSG
904
Princeton Portfolio Strategies Group
New Jersey
$1.08M +$233K +3,150 +26%
BDF
905
Balasa Dinverno & Foltz
$1.08M +$63.6K +859 +6%
CG
906
Caprock Group
Idaho
$1.07M -$314K -4,241 -22%
CA
907
Cumberland Advisors
Florida
$1.07M -$66.6K -900 -6%
TI
908
Tidal Investments
Wisconsin
$1.07M +$517K +6,983 +85%
TWM
909
Tradition Wealth Management
Minnesota
$1.07M +$334K +4,510 +43%
EC
910
EJF Capital
Virginia
$1.06M -$28.5M -385,000 -96%
CAM
911
Cidel Asset Management
Ontario, Canada
$1.06M – – –
PWM
912
Perigon Wealth Management
California
$1.06M +$94.6K +1,278 +9%
PAS
913
Park Avenue Securities
New York
$1.05M +$197K +2,660 +22%
SCM
914
Sterneck Capital Management
Missouri
$1.05M +$51.8K +700 +5%
FMB
915
Field & Main Bank
Kentucky
$1.05M +$75.8K +1,025 +7%
RWA
916
River Wealth Advisors
Pennsylvania
$1.04M +$14.8K +200 +1%
GVAG
917
Great Valley Advisor Group
Delaware
$1.04M +$37.7K +510 +4%
BBHBI
918
B, B, H, & B Inc
Alabama
$1.04M +$1.09M +14,728 New
SRC
919
Shufro Rose & Co
New York
$1.04M -$14.4K -194 -1%
TH
920
TCTC Holdings
Texas
$1.03M -$25.9K -350 -2%
B
921
Barings
North Carolina
$1.03M -$1.31M -17,660 -55%
TSW
922
Thompson Siegel & Walmsley
Virginia
$1.03M -$8.51K -115 -0.8%
ANRIA
923
American National Registered Investment Advisor
Texas
$1.02M -$14.8K -200 -1%
BA
924
Bellwether Advisors
Nebraska
$1.02M +$987K +13,336 +1,301%
CG
925
CFO4Life Group
Texas
$1.01M – – –
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