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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
951
Partnervest Advisory Services
California
$385K +$16.5K +329 +5%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$383K -$2.11K -42 -0.6%
CNBT
953
Canandaigua National Bank & Trust
New York
$380K +$21.8K +434 +6%
KIA
954
KCM Investment Advisors
California
$378K -$793K -15,773 -68%
DR
955
Davis Rea
Ontario, Canada
$375K – – –
MA
956
MCF Advisors
Kentucky
$372K +$101 +2 +0%
BWP
957
BSW Wealth Partners
Colorado
$363K – – –
VDI
958
Vaughan David Investments
Illinois
$360K -$1.76K -35 -0.5%
HPC
959
HM Payson & Co
Maine
$359K +$80.6K +1,603 +30%
SWM
960
SVA Wealth Management
Wisconsin
$346K +$12.8K +255 +4%
SCM
961
Southport Capital Management
Tennessee
$344K – – –
MTIM
962
Marathon Trading Investment Management
Pennsylvania
$336K -$553K -11,000 -63%
HCM
963
Howland Capital Management
Massachusetts
$334K – – –
BC
964
Banced Corp
Illinois
$333K +$5.83K +116 +2%
TBNY
965
Trustco Bank (New York)
New York
$331K +$15.1K +300 +5%
JWBC
966
J.W. Burns & Co
New York
$330K -$14.6K -290 -4%
RIG
967
Roosevelt Investment Group
New York
$329K -$25.1K -500 -7%
KPCM
968
Kings Point Capital Management
New York
$325K +$13.8K +275 +5%
MIM
969
Miller Investment Management
Pennsylvania
$323K – – –
TH
970
TCTC Holdings
Texas
$321K +$11.1K +220 +4%
NYLT
971
New York Life Trust
New York
$317K +$68.5K +1,364 +29%
SLG
972
Stanley-Laman Group
Pennsylvania
$316K -$501K -9,962 -62%
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$311K +$273K +5,428 +934%
BCM
974
Blenheim Capital Management
New Jersey
$311K +$101K +2,000 +50%
LCM
975
Lucas Capital Management
New Jersey
$309K +$1K +20 +0.3%
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