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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
951
Derby & Company
Massachusetts
$948K +$53.7K +804 +7%
DCM
952
Dimension Capital Management
Florida
$937K -$46.7K -700 -5%
SCA
953
Stillwater Capital Advisors
Pennsylvania
$937K -$33.4K -500 -4%
IC
954
IEQ Capital
California
$936K +$82.7K +1,239 +11%
OPS
955
Orion Portfolio Solutions
Nebraska
$935K +$195K +2,928 +29%
CPIG
956
Chicago Partners Investment Group
Illinois
$933K +$133K +1,988 +18%
CWM
957
Circle Wealth Management
New Jersey
$930K -$1.45M -21,730 -63%
III
958
Independent Investors Inc
New York
$929K – – –
IA
959
IFP Advisors
Florida
$927K -$12.6K -188 -1%
EP
960
Edgestream Partners
New Jersey
$927K +$544K +8,145 +177%
LBD
961
Landsberg Bennett & Dubbaneh
Florida
$925K +$216K +3,234 +34%
PTC
962
Private Trust Company
Ohio
$921K +$50.5K +756 +6%
LWAM
963
Legacy Wealth Asset Management
Minnesota
$920K +$9.75K +146 +1%
RWA
964
Redhawk Wealth Advisors
Minnesota
$919K +$6.21K +93 +0.7%
FC
965
FORA Capital
Florida
$917K +$842K +12,610 New
FHB
966
First Hawaiian Bank
Hawaii
$909K -$182K -2,724 -18%
CBTWT
967
Community Bank & Trust (Waco, Texas)
Texas
$905K +$46.2K +692 +6%
CASB
968
Cape Ann Savings Bank
Massachusetts
$903K +$1.27K +19 +0.2%
HI
969
Horizon Investments
North Carolina
$903K +$829K +12,417 New
WAM
970
Wakefield Asset Management
Colorado
$901K +$23.4K +350 +3%
KWA
971
KCS Wealth Advisory
California
$900K +$5.34K +80 +0.7%
HAG
972
HighPoint Advisor Group
Illinois
$896K +$87.5K +1,311 +12%
KLCM
973
KG&L Capital Management
Louisiana
$895K -$83.3K -1,248 -9%
DLG
974
Daniel L. Goodwin
$895K – – –
IC
975
Intersect Capital
California
$891K +$55.7K +835 +7%
37 38
39
40 41