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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
951
Montecito Bank & Trust
California
$559K +$24.8K +501 +4%
WWM
952
Western Wealth Management
Colorado
$559K +$103K +2,084 +18%
PCA
953
Peddock Capital Advisors
Massachusetts
$558K – – –
MVA
954
Mount Vernon Associates
Maryland
$556K -$93.9K -1,900 -12%
PFM
955
Privium Fund Management
Netherlands
$556K -$76K -1,539 -11%
VFPI
956
Vantage Financial Partners (Illinois)
Illinois
$552K -$29.6K -600 -4%
CHJWM
957
Carlton Hofferkamp & Jenks Wealth Management
Texas
$551K -$7.41K -150 -1%
BIA
958
Barry Investment Advisors
Massachusetts
$549K +$82.6K +1,671 +15%
SIM
959
Sentry Investment Management
Wisconsin
$548K -$23.7K -480 -4%
MMPW
960
Mitchell McLeod Pugh & Williams
Alabama
$546K +$37.7K +764 +6%
TWP
961
Tempus Wealth Planning
California
$545K +$59.8K +1,211 +10%
WA
962
Wealth Alliance
New York
$544K +$6.67K +135 +1%
CA
963
Commerzbank Aktiengesellschaft
Germany
$544K +$645K +13,063 New
AP
964
Appleton Partners
Massachusetts
$543K -$136K -2,758 -17%
CCG
965
Ceeto Capital Group
Florida
$542K – – –
EM
966
Excalibur Management
Massachusetts
$542K +$50.9K +1,030 +9%
EWA
967
EP Wealth Advisors
California
$537K +$166K +3,366 +35%
BFS
968
Bard Financial Services
Connecticut
$535K +$23.2K +470 +4%
GIA
969
Guyasuta Investment Advisors
Pennsylvania
$535K +$296K +6,000 +88%
OIA
970
OneDigital Investment Advisors
Kansas
$532K -$8.6K -174 -1%
GIM
971
Grassi Investment Management
California
$530K -$81.3K -1,645 -11%
AG
972
Algert Global
California
$525K – – –
LC
973
Lindbrook Capital
California
$523K -$106K -2,139 -15%
T
974
TOBAM
France
$522K -$101K -2,052 -14%
VI
975
Versor Investments
New York
$521K +$618K +12,500 New
37 38
39
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