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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
951
OneDigital Investment Advisors
Kansas
$595K -$12.6K -252 -2%
MBT
952
Montecito Bank & Trust
California
$594K +$126K +2,518 +24%
WA
953
Wealth Alliance
New York
$594K +$162K +3,241 +34%
CHJWM
954
Carlton Hofferkamp & Jenks Wealth Management
Texas
$590K -$5K -100 -0.8%
TBA
955
Tower Bridge Advisors
Pennsylvania
$590K +$7.4K +148 +1%
III
956
Independent Investors Inc
New York
$588K
CBTWT
957
Community Bank & Trust (Waco, Texas)
Texas
$584K +$208K +4,165 +49%
SFG
958
SevenBridge Financial Group
Pennsylvania
$582K -$153K -3,049 -19%
AG
959
Algert Global
California
$580K -$306K -6,125 -33%
PTC
960
Private Trust Company
Ohio
$579K -$162K -3,234 -20%
BOH
961
Bank of Hawaii
Hawaii
$578K -$263K -5,257 -29%
LSAG
962
Lake Street Advisors Group
New Hampshire
$578K -$116K -2,324 -16%
CGL
963
Clarius Group LLC
Washington
$575K -$386K -7,709 -38%
GSB
964
Greenfield Savings Bank
Massachusetts
$573K +$623K +12,462 New
HCM
965
Hollencrest Capital Management
California
$570K
AG
966
Ascent Group
Virginia
$570K +$224K +4,472 +69%
BFS
967
Bard Financial Services
Connecticut
$569K +$152K +3,030 +32%
MMPW
968
Mitchell McLeod Pugh & Williams
Alabama
$567K -$38K -759 -6%
KTA
969
Keeley-Teton Advisors
Illinois
$563K +$5K +100 +0.8%
CAC
970
Certified Advisory Corp
Florida
$558K -$13.2K -263 -2%
CWM
971
Circle Wealth Management
New Jersey
$556K +$1.6K +32 +0.3%
CNC
972
Citizens & Northern Corp
Pennsylvania
$554K -$262K -5,245 -30%
Bank of Montreal
973
Bank of Montreal
Ontario, Canada
$553K +$17.4M +348,002 +4%
VLC
974
Van Leeuwen & Company
New Jersey
$551K +$5K +100 +0.8%
WSTAM
975
Wilbanks Smith & Thomas Asset Management
Virginia
$551K +$57.3K +1,146 +11%