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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
926
Annandale Capital
Texas
$653K +$507K +10,140 +249%
IB
927
Intrust Bank
Kansas
$650K -$139K -2,787 -16%
TPWM
928
Twelve Points Wealth Management
Massachusetts
$650K +$64.5K +1,290 +10%
CCM
929
Coldstream Capital Management
Washington
$650K +$135K +2,694 +24%
SFA
930
Sequoia Financial Advisors
Ohio
$648K +$239K +4,769 +51%
FMB
931
Field & Main Bank
Kentucky
$647K -$12K -240 -2%
AB
932
Atlas Brown
Kentucky
$646K +$98.4K +1,968 +16%
AFP
933
Ausdal Financial Partners
Iowa
$644K +$17.3K +346 +3%
CA
934
Cullinan Associates
Kentucky
$640K -$905K -18,100 -57%
SP
935
Symmetry Partners
Connecticut
$639K – – –
VFPI
936
Vantage Financial Partners (Illinois)
Illinois
$637K -$260K -5,200 -27%
WTB
937
Washington Trust Bank
Washington
$636K -$10K -200 -1%
IGWM
938
ICA Group Wealth Management
Colorado
$633K – – –
SIM
939
Sentry Investment Management
Wisconsin
$627K -$108K -2,159 -14%
IP
940
Intellectus Partners
California
$624K -$35.3K -705 -5%
AIC
941
Archer Investment Corporation
Indiana
$623K -$100K -2,000 -13%
AL
942
Arnhold LLC
New York
$621K +$675K +13,500 New
CASB
943
Cape Ann Savings Bank
Massachusetts
$619K +$9.15K +183 +1%
APWA
944
Atlas Private Wealth Advisors
New Jersey
$619K +$16.8K +336 +3%
PCA
945
Peddock Capital Advisors
Massachusetts
$616K +$43.4K +867 +7%
SWM
946
Spire Wealth Management
Virginia
$610K -$177K -3,534 -21%
OWA
947
One Wealth Advisors
California
$609K -$6.8K -136 -1%
BCM
948
Bayesian Capital Management
New York
$602K +$330K +6,600 +102%
CCG
949
Ceeto Capital Group
Florida
$598K +$150K +3,000 +30%
WAM
950
Wakefield Asset Management
Colorado
$598K +$650K +13,001 New
36 37
38
39 40