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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
901
Symmetry Partners
Connecticut
$628K – – –
CFG
902
Cooper Financial Group
California
$627K +$94.4K +2,079 +18%
SYBT
903
Stock Yards Bank & Trust
Kentucky
$622K -$168K -3,694 -21%
CHJWM
904
Carlton Hofferkamp & Jenks Wealth Management
Texas
$622K -$21.4K -470 -4%
PFM
905
Privium Fund Management
Netherlands
$620K +$28.6K +630 +5%
AIC
906
Archer Investment Corporation
Indiana
$613K – – –
EM
907
Excalibur Management
Massachusetts
$613K +$24.8K +547 +4%
AL
908
Arnhold LLC
New York
$611K – – –
AG
909
AIA Group
Hong Kong
$607K -$287K -6,314 -32%
EIM
910
Essex Investment Management
Massachusetts
$598K -$33.9K -747 -5%
MVA
911
Mount Vernon Associates
Maryland
$595K -$9.09K -200 -1%
CCG
912
Ceeto Capital Group
Florida
$595K +$6.86K +151 +1%
CB
913
Centennial Bank
Arkansas
$593K +$596K +13,114 New
GFP
914
Gryphon Financial Partners
Ohio
$593K -$44.4K -978 -7%
FB
915
Fulton Bank
Pennsylvania
$593K -$122K -2,689 -17%
TWM
916
Tradition Wealth Management
Minnesota
$588K -$442K -9,734 -43%
PAG
917
Private Advisor Group
New Jersey
$586K -$24.2K -532 -0.4%
PIM
918
Perpetual Investment Management
Australia
$586K +$99.9K +2,200 +20%
CPIG
919
Chicago Partners Investment Group
Illinois
$583K +$22.5K +496 +5%
TWP
920
Tempus Wealth Planning
California
$580K -$10.9K -240 -2%
EWA
921
EP Wealth Advisors
California
$570K -$13.4K -296 -2%
JWCA
922
J.W. Cole Advisors
Florida
$569K -$55.2K -1,216 -9%
RWA
923
River Wealth Advisors
Pennsylvania
$566K -$106K -2,327 -16%
IP
924
Intellectus Partners
California
$564K -$61.3K -1,350 -10%
GLR
925
Great Lakes Retirement
Ohio
$564K +$566K +12,461 New
35 36
37
38 39