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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
951
Sweet Financial Partners
Minnesota
$808K +$174K +2,816 +23%
ICP
952
Interchange Capital Partners
Pennsylvania
$807K +$320K +5,188 +52%
ACA
953
Anchor Capital Advisors
Massachusetts
$803K -$17M -275,504 -95%
CAM
954
Cidel Asset Management
Ontario, Canada
$801K – – –
SS
955
Simplicity Solutions
Minnesota
$798K -$364K -5,888 -28%
LSAG
956
Lake Street Advisors Group
New Hampshire
$796K -$164K -2,660 -15%
GIM
957
Guardian Investment Management
California
$786K +$30.9K +500 +4%
TAM
958
Tocqueville Asset Management
New York
$781K -$787K -12,740 -47%
AHC
959
Adell Harriman & Carpenter
Texas
$780K -$396K -6,406 -30%
SCM
960
Shapiro Capital Management
Georgia
$775K – – –
GFP
961
Gryphon Financial Partners
Ohio
$774K -$57.3K -928 -6%
B
962
Barings
North Carolina
$771K -$187K -3,032 -17%
ANRIA
963
American National Registered Investment Advisor
Texas
$766K -$3.15K -51 -0.4%
FMB
964
Field & Main Bank
Kentucky
$765K +$2.78K +45 +0.3%
PCM
965
Prelude Capital Management
New York
$764K -$1.26M -20,468 -59%
LC
966
Lindbrook Capital
California
$764K +$246K +3,985 +39%
IP
967
Intellectus Partners
California
$763K -$18.5K -300 -2%
E
968
Ergoteles
New York
$761K +$880K +14,248 New
SRC
969
Shufro Rose & Co
New York
$760K +$880K +14,243 New
LWAM
970
Legacy Wealth Asset Management
Minnesota
$755K +$38.4K +621 +5%
WTB
971
Washington Trust Bank
Washington
$750K -$432 -7 -0%
SP
972
Symmetry Partners
Connecticut
$742K – – –
CLOS
973
Compagnie Lombard Odier SCmA
Switzerland
$738K +$77.2K +1,250 +10%
EP
974
Eudaimonia Partners
Tennessee
$737K +$853K +13,809 New
SCM
975
Stevens Capital Management
Pennsylvania
$736K +$851K +13,782 New
37 38
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