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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
926
Red Door Wealth Management
Tennessee
$810K +$111K +2,331 +17%
WCM
927
Washington Capital Management
Washington
$809K -$190K -4,000 -20%
CGL
928
Clarius Group LLC
Washington
$806K -$304K -6,417 -29%
MIC
929
Meridian Investment Counsel
California
$804K -$10.7K -225 -1%
WTB
930
Washington Trust Bank
Washington
$795K +$10.5K +222 +1%
Assenagon Asset Management
931
Assenagon Asset Management
Luxembourg
$794K +$737K +15,530 New
BDF
932
Balasa Dinverno & Foltz
$792K -$14.8K -312 -2%
CLOS
933
Compagnie Lombard Odier SCmA
Switzerland
$790K +$75.1K +1,582 +11%
SC
934
Savant Capital
Illinois
$789K -$14.5K -306 -2%
NIT
935
NumerixS Investment Technologies
British Columbia, Canada
$788K +$732K +15,422 New
EF
936
Empirical Finance
Pennsylvania
$785K +$84.1K +1,772 +13%
HB
937
Homrich & Berg
Georgia
$773K +$185K +3,892 +35%
BPA
938
Beacon Pointe Advisors
California
$772K +$457K +9,633 +178%
CG
939
CFO4Life Group
Texas
$768K -$41.7K -878 -6%
CAM
940
Cidel Asset Management
Ontario, Canada
$767K
HSA
941
HBK Sorce Advisory
Pennsylvania
$766K +$50.2K +1,058 +8%
CASB
942
Cape Ann Savings Bank
Massachusetts
$765K +$710K +14,966 New
GG
943
Gleason Group
Kentucky
$762K +$30.3K +638 +4%
PWM
944
Perigon Wealth Management
California
$760K -$105K -2,205 -13%
CAC
945
Certified Advisory Corp
Florida
$754K -$23.8K -502 -3%
CCM
946
Corsair Capital Management
New York
$750K -$860K -18,130 -55%
ANRIA
947
American National Registered Investment Advisor
Texas
$747K
IWP
948
Icon Wealth Partners
Texas
$743K +$690K +14,543 New
BAM
949
Belpointe Asset Management
Nevada
$742K +$16.3K +343 +2%
YWP
950
YorkBridge Wealth Partners
New York
$739K -$12.8K -269 -2%