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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Spire Wealth Management
Virginia
$968K +$105K +1,500 +12%
RSWM
952
Robertson Stephens Wealth Management
California
$966K +$48.9K +700 +5%
WPC
953
White Pine Capital
Minnesota
$956K – – –
SCM
954
Shapiro Capital Management
Georgia
$949K -$398K -5,700 -30%
RCIM
955
Red Cedar Investment Management
Michigan
$943K -$1.53M -21,830 -62%
CCM
956
Corsair Capital Management
New York
$937K -$25.5K -365 -3%
CASB
957
Cape Ann Savings Bank
Massachusetts
$937K +$12.6K +180 +1%
BL
958
Balentine LLC
Georgia
$937K +$933K +13,352 New
S
959
SignatureFD
Georgia
$934K +$136K +1,943 +17%
FQ
960
First Quadrant
California
$933K – – –
MTIM
961
Marathon Trading Investment Management
Pennsylvania
$933K +$344K +4,926 +59%
MGIA
962
Moneta Group Investment Advisors
Missouri
$927K +$27.2K +389 +3%
CPO
963
Cerity Partners OCIO
New York
$924K +$103K +1,479 +13%
SA
964
Springowl Associates
New York
$919K – – –
DC
965
Derby & Company
Massachusetts
$919K +$4.89K +70 +0.5%
CPWA
966
Cerro Pacific Wealth Advisors
California
$917K +$328K +4,699 +56%
MI
967
Markston International
New York
$911K -$73.7K -1,055 -8%
LBD
968
Landsberg Bennett & Dubbaneh
Florida
$908K +$28.8K +412 +3%
PTC
969
Private Trust Company
Ohio
$907K -$699 -10 -0.1%
LWAM
970
Legacy Wealth Asset Management
Minnesota
$904K +$15.5K +222 +2%
HI
971
Harbour Investments
Wisconsin
$903K -$285K -4,084 -24%
OWA
972
One Wealth Advisors
California
$902K +$136K +1,946 +18%
SWM
973
SeaCrest Wealth Management
New York
$899K +$16.3K +233 +2%
PCM
974
Pointe Capital Management
Michigan
$898K +$6.85K +98 +0.8%
III
975
Independent Investors Inc
New York
$897K – – –
37 38
39
40 41