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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
901
Asset Dedication LLC
California
$562K -$22.9K -522 -4%
CCG
902
Ceeto Capital Group
Florida
$561K +$21.9K +500 +4%
BCM
903
Becker Capital Management
Oregon
$561K +$2.19K +50 +0.4%
RPC
904
Rossmore Private Capital
Connecticut
$559K +$10.8K +247 +2%
DMBA
905
Deseret Mutual Benefit Administrators
Utah
$559K -$66.2K -1,508 -10%
BBNA
906
Bremer Bank National Association
Minnesota
$557K -$1.33M -30,333 -69%
AF
907
Allworth Financial
California
$555K +$90.9K +2,070 +18%
EWA
908
EP Wealth Advisors
California
$549K +$288K +6,568 +97%
LNC
909
Lincoln National Corp
Pennsylvania
$545K -$41.4K -944 -7%
CFGS
910
Concourse Financial Group Securities
Alabama
$544K +$43.9K +1,001 +8%
CASB
911
Cape Ann Savings Bank
Massachusetts
$543K -$12.1K -275 -2%
SCM
912
Sterneck Capital Management
Missouri
$541K -$124K -2,836 -18%
DG
913
DMC Group
Alabama
$533K +$83K +1,891 +17%
BTI
914
Blue Trust Inc
Georgia
$527K +$37.4K +852 +8%
IP
915
Intellectus Partners
California
$526K -$12.7K -289 -2%
BPC
916
Banque Pictet & Cie
Switzerland
$525K -$840K -19,145 -60%
DA
917
DCM Advisors
New York
$523K -$75.5K -1,721 -12%
BP
918
BBR Partners
New York
$517K – – –
SGI
919
Summit Global Investments
Utah
$515K +$85K +1,937 +18%
SIS
920
Strategic Investment Solutions
Illinois
$514K +$506K +11,532 +6,200%
ESCM
921
Echo Street Capital Management
New York
$512K +$41K +934 +8%
FB
922
Fulton Bank
Pennsylvania
$508K -$36.3K -828 -6%
AFG
923
Atomi Financial Group
New York
$508K +$77.3K +1,761 +17%
SYBT
924
Stock Yards Bank & Trust
Kentucky
$501K -$127K -2,888 -19%
BC
925
Bridgefront Capital
Texas
$500K -$672K -15,303 -56%
35 36
37
38 39