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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
NB
901
NBT Bank
New York
$646K -$91.6K -1,866 -12%
PFM
902
Privium Fund Management
Netherlands
$644K
VIM
903
VELA Investment Management
Ohio
$643K +$390K +7,950 +138%
CWP
904
Concord Wealth Partners
Virginia
$641K +$249K +5,064 +59%
BTI
905
Blue Trust Inc
Georgia
$638K -$49.7K -1,013 -7%
AB
906
Atlas Brown
Kentucky
$636K +$350K +7,132 +111%
FB
907
Fulton Bank
Pennsylvania
$635K +$21.1K +429 +3%
FFA
908
Farther Finance Advisors
California
$634K +$119K +2,426 +22%
LD
909
Lipe & Dalton
New York
$631K -$84.5K -1,722 -11%
KeyBank National Association
910
KeyBank National Association
Ohio
$628K +$122K +2,483 +23%
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$625K +$129K +2,623 +24%
SCM
912
Schnieders Capital Management
California
$624K -$43.6K -888 -6%
MCM
913
Manchester Capital Management
Vermont
$623K -$43K -876 -6%
SWMP
914
Signature Wealth Management Partners
New Jersey
$622K +$124K +2,532 +24%
CAMV
915
Concord Asset Management (Virginia)
Virginia
$622K +$651K +13,261 New
GFP
916
Gryphon Financial Partners
Ohio
$620K +$5.45K +111 +0.8%
CCG
917
Ceeto Capital Group
Florida
$617K
H
918
HoyleCohen
California
$615K -$90.9K -1,852 -12%
CGIM
919
Capital Group Investment Management
Singapore
$615K -$106K -2,166 -14%
TWP
920
Tempus Wealth Planning
California
$614K +$13.1K +267 +2%
DA
921
Denali Advisors
California
$614K +$44.2K +900 +7%
IP
922
Intellectus Partners
California
$608K +$24.5K +500 +4%
BP
923
Ballentine Partners
Massachusetts
$607K +$65.4K +1,332 +11%
CAMG
924
CWA Asset Management Group
Florida
$602K +$200K +4,070 +46%
JWCA
925
J.W. Cole Advisors
Florida
$600K +$10.5K +213 +2%