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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
901
Intrinsic Value Partners
Arizona
$645K – – –
CGIM
902
Capital Group Investment Management
Singapore
$642K +$38.6K +825 +6%
SP
903
Symmetry Partners
Connecticut
$640K – – –
EM
904
Excalibur Management
Massachusetts
$639K +$562 +12 +0.1%
OIA
905
OneDigital Investment Advisors
Kansas
$637K -$4.92K -105 -0.8%
BCM
906
Bluefin Capital Management
New York
$636K +$647K +13,823 New
AB
907
Atlas Brown
Kentucky
$633K +$8.76K +187 +1%
FFA
908
Farther Finance Advisors
California
$630K +$7.78K +166 +1%
PCM
909
Perritt Capital Management
Illinois
$629K +$122K +2,615 +24%
AIC
910
Archer Investment Corporation
Indiana
$627K +$3.14K +67 +0.5%
EWA
911
EP Wealth Advisors
California
$626K -$166K -3,538 -34%
BCM
912
Becker Capital Management
Oregon
$625K -$138K -2,947 -18%
PWG
913
Portside Wealth Group
Utah
$622K +$632K +13,500 New
APP
914
Avantax Planning Partners
Iowa
$621K -$264K -5,631 -29%
WW
915
Waterfront Wealth
Kansas
$621K +$265K +5,651 +76%
CASB
916
Cape Ann Savings Bank
Massachusetts
$621K -$38.6K -825 -6%
MCM
917
Manchester Capital Management
Vermont
$619K +$7.49K +160 +1%
AWA
918
Arete Wealth Advisors
Illinois
$619K -$104K -2,225 -14%
GLR
919
Great Lakes Retirement
Ohio
$619K +$32.8K +701 +6%
RPC
920
Rossmore Private Capital
Connecticut
$615K +$625K +13,353 New
CPIG
921
Chicago Partners Investment Group
Illinois
$614K +$59.8K +1,277 +11%
NSB
922
Norway Savings Bank
Maine
$614K -$234K -4,997 -27%
HI
923
HBK Investments
Texas
$610K +$620K +13,243 New
CAMG
924
CWA Asset Management Group
Florida
$609K +$17.9K +383 +3%
FB
925
Fulton Bank
Pennsylvania
$607K -$16.4K -351 -3%
35 36
37
38 39