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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
951
Aigen Investment Management
New York
$563K +$573K +12,234 New
CFGS
952
Concourse Financial Group Securities
Alabama
$563K +$306K +6,533 +115%
CWM
953
Circle Wealth Management
New Jersey
$559K +$4.12K +88 +0.7%
WTB
954
Washington Trust Bank
Washington
$555K -$83.5K -1,782 -13%
EWM
955
EPG Wealth Management
Georgia
$547K +$556K +11,875 New
BSW
956
Buckingham Strategic Wealth
Missouri
$546K +$18.2K +388 +3%
LB
957
Leo Brokerage
Texas
$542K +$19.3K +411 +4%
MVA
958
Mount Vernon Associates
Maryland
$541K -$46.8K -1,000 -8%
CCM
959
Chilton Capital Management
Texas
$539K -$117K -2,500 -18%
AC
960
Annandale Capital
Texas
$539K – – –
MA
961
Mutual Advisors
Nebraska
$536K +$3.56K +76 +0.7%
JIC
962
Johnson Investment Counsel
Ohio
$535K -$17.7K -377 -3%
FPB
963
First PREMIER Bank
South Dakota
$535K -$141 -3 -0%
HCM
964
Hollencrest Capital Management
California
$531K -$2.29K -49 -0.4%
WA
965
Waverly Advisors
Alabama
$530K -$29.7K -634 -5%
ESCM
966
Echo Street Capital Management
New York
$530K +$539K +11,517 New
CCM
967
Crabel Capital Management
California
$530K +$540K +11,522 New
IRC
968
Investors Research Corp
Georgia
$529K – – –
CIAS
969
CFS Investment Advisory Services
New Jersey
$528K +$537K +11,468 New
AF
970
Allworth Financial
California
$526K +$16K +342 +3%
CW
971
CreativeOne Wealth
Kansas
$525K +$93.3K +1,992 +21%
SCM
972
Schnieders Capital Management
California
$522K -$92.7K -1,980 -15%
CWM
973
Cornerstone Wealth Management
Missouri
$518K +$77.3K +1,651 +17%
RWA
974
River Wealth Advisors
Pennsylvania
$514K -$53.6K -1,145 -9%
SAG
975
SageView Advisory Group
California
$512K +$521K +11,128 New
37 38
39
40 41