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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
951
North American Management
Massachusetts
$1.06M -$10.3K -150 -0.9%
GW
952
GW & Wade
Massachusetts
$1.06M -$8.54K -124 -0.8%
EWM
953
Edge Wealth Management
New York
$1.06M +$288K +4,189 +36%
TP
954
Truvvo Partners
New York
$1.05M -$1.82M -26,478 -63%
CCWA
955
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M +$10.2K +148 +1%
NERM
956
New England Research & Management
Illinois
$1.04M +$446K +6,475 +71%
BFC
957
Blue Fin Capital
Rhode Island
$1.04M +$18.2K +265 +2%
PP
958
Palladium Partners
Virginia
$1.02M +$20.7K +300 +2%
OPCM
959
Osborne Partners Capital Management
California
$1.01M +$10.3K +150 +1%
TCM
960
Tuttle Capital Management
Connecticut
$1.01M +$1.04M +15,125 New
IBOK
961
Independence Bank of Kentucky
Kentucky
$1.01M +$239K +3,465 +30%
ACS
962
Archford Capital Strategies
Illinois
$1.01M +$2.13K +31 +0.2%
BPM
963
Bowling Portfolio Management
Ohio
$1M -$51.9K -754 -5%
ZIG
964
Zuckerman Investment Group
Illinois
$1M – – –
HCM
965
Highlander Capital Management
New Jersey
$1M +$138K +2,000 +15%
CA
966
Cynosure Advisors
Utah
$999K – – –
CL
967
CSS LLC
Illinois
$997K – – –
NSB
968
Norway Savings Bank
Maine
$989K -$4.13K -60 -0.4%
ANRIA
969
American National Registered Investment Advisor
Texas
$987K – – –
PTC
970
Private Trust Company
Ohio
$977K +$413 +6 +0%
SL
971
Signition LP
New York
$965K +$993K +14,422 New
CCM
972
Compton Capital Management
Rhode Island
$960K -$14.1K -205 -1%
GCM
973
Graham Capital Management
Connecticut
$960K +$36.9K +536 +4%
ADL
974
Asset Dedication LLC
California
$958K +$14.5K +211 +1%
III
975
Independent Investors Inc
New York
$955K – – –
37 38
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