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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
901
Guardian Investment Management
California
$698K +$22.5K +450 +3%
KJWM
902
Kiley Juergens Wealth Management
Washington
$695K +$756K +15,113 New
GIA
903
Gladstone Institutional Advisory
Florida
$694K -$117K -2,330 -13%
ONB
904
Old National Bancorp
Indiana
$692K +$307K +6,144 +69%
CAM
905
Cidel Asset Management
Ontario, Canada
$690K – – –
OPCM
906
Osborne Partners Capital Management
California
$690K +$751K +15,011 New
SRC
907
Shufro Rose & Co
New York
$686K +$33.6K +671 +5%
JWCA
908
J.W. Cole Advisors
Florida
$686K +$70.1K +1,402 +10%
QCM
909
Quantinno Capital Management
New York
$685K +$463K +9,248 +164%
SSA
910
Schonfeld Strategic Advisors
New York
$680K +$612K +12,242 +483%
GFP
911
Gryphon Financial Partners
Ohio
$678K +$12.2K +244 +2%
RFMS
912
RWQ Financial Management Services
Florida
$678K +$738K +14,750 New
LC
913
Lindbrook Capital
California
$675K +$19K +379 +3%
NW
914
Naviter Wealth
Arkansas
$674K +$733K +14,646 New
PFM
915
Privium Fund Management
Netherlands
$673K +$80K +1,600 +12%
HIC
916
Hartline Investment Corp
Illinois
$671K -$156K -3,121 -22%
T
917
TOBAM
France
$670K +$470K +9,386 +181%
SWM
918
SeaCrest Wealth Management
New York
$669K +$113K +2,261 +18%
KeyBank National Association
919
KeyBank National Association
Ohio
$669K +$212K +4,247 +41%
MWM
920
Maltin Wealth Management
New Jersey
$668K -$226K -4,514 -24%
SCM
921
Shapiro Capital Management
Georgia
$668K – – –
LWAM
922
Legacy Wealth Asset Management
Minnesota
$667K +$17.8K +356 +3%
STA
923
Summit Trail Advisors
New York
$665K +$355K +7,089 +96%
FC
924
FORA Capital
Florida
$662K +$720K +14,393 New
GIM
925
Grassi Investment Management
California
$661K -$115K -2,295 -14%