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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
901
Chancellor Financial Group WB
Pennsylvania
$2.67M +$8.31K +80 +0.4%
GA
902
GFS Advisors
Texas
$2.67M -$10.4K -100 -0.4%
BWM
903
Bluebird Wealth Management
Massachusetts
$2.66M +$2.37M +22,778 New
EPW
904
Evolve Private Wealth
California
$2.63M +$2.34M +22,497 New
CAM
905
Cidel Asset Management
Ontario, Canada
$2.63M -$287K -2,762 -11%
EP
906
Essential Partners
California
$2.62M -$70.1K -675 -3%
WANY
907
Wealthspire Advisors (New York)
New York
$2.61M +$1.21M +11,662 +109%
KCM
908
Kathmere Capital Management
Pennsylvania
$2.61M +$220K +2,118 +10%
SACTSONJ
909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.59M -$405K -3,900 -15%
MFG
910
MidWestOne Financial Group
Iowa
$2.57M -$623 -6 -0%
AFW
911
Avantra Family Wealth
Pennsylvania
$2.56M -$12.9K -124 -0.6%
SPC
912
Spirepoint Private Client
Florida
$2.54M +$575K +5,540 +34%
HP
913
Havemeyer Place
Connecticut
$2.53M +$2.25M +21,706 New
DIA
914
Dana Investment Advisors
Wisconsin
$2.53M +$115K +1,105 +5%
MFIM
915
Mesirow Financial Investment Management
Illinois
$2.53M +$123K +1,180 +6%
LCM
916
Legato Capital Management
California
$2.53M +$2.25M +21,700 New
JCM
917
Jacobi Capital Management
Pennsylvania
$2.53M -$43.3K -417 -2%
FPL
918
Fortress Private Ledger
North Carolina
$2.52M +$30.1K +290 +1%
SCTC
919
Sanibel Captiva Trust Company
Florida
$2.52M +$362K +3,484 +19%
S
920
SignatureFD
Georgia
$2.51M -$14.1K -136 -0.6%
BBHC
921
Brown Brothers Harriman & Co
New York
$2.5M +$385K +3,706 +21%
TCBWMS
922
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$405K +3,898 +22%
ASBI
923
American State Bank (Iowa)
Iowa
$2.48M -$30.9K -298 -1%
WPC
924
White Pine Capital
Minnesota
$2.47M +$16.6K +160 +0.8%
FCH
925
Freestone Capital Holdings
Washington
$2.47M -$90.8K -874 -4%
35 36
37
38 39