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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
ST
976
Smithfield Trust
Pennsylvania
$397K +$153K +3,010 +64%
PGFC
977
Peapack-Gladstone Financial Corp
New Jersey
$395K +$20.1K +395 +5%
BHBT
978
Burke & Herbert Bank & Trust
Virginia
$395K +$40.7K +800 +12%
FFA
979
First Foundation Advisors
California
$392K +$45.2K +888 +13%
WSC
980
Wellington Shields & Co
New York
$378K -$5.09K -100 -1%
CCG
981
Chatham Capital Group
Georgia
$371K -$3.18M -62,480 -90%
BAC
982
Boys Arnold & Co
North Carolina
$371K -$1.02K -20 -0.3%
BW
983
Bison Wealth
Georgia
$371K +$69.9K +1,373 +24%
Dodge & Cox
984
Dodge & Cox
California
$365K – – –
BWP
985
BSW Wealth Partners
Colorado
$361K +$509 +10 +0.1%
LFA
986
Landmark Financial Advisors
Kentucky
$359K -$50.9K -1,000 -13%
VDI
987
Vaughan David Investments
Illinois
$350K -$611 -12 -0.2%
NIM
988
Northeast Investment Management
Massachusetts
$348K -$152K -2,980 -31%
WP
989
WealthPLAN Partners
Nebraska
$345K +$334K +6,563 New
GVT
990
Genesee Valley Trust
New York
$345K +$341K +6,694 New
NYLIM
991
New York Life Investment Management
New York
$339K +$111K +2,171 +49%
NPC
992
National Planning Corporation
California
$334K -$221K -4,339 -41%
PAS
993
Partnervest Advisory Services
California
$334K -$41.8K -820 -11%
CNBT
994
Canandaigua National Bank & Trust
New York
$333K -$32.6K -640 -9%
HCM
995
Howland Capital Management
Massachusetts
$332K – – –
GWM
996
Gupta Wealth Management
California
$332K +$328K +6,435 New
TDC
997
Thompson Davis & Co
Virginia
$329K +$224K +4,391 +219%
KIA
998
KCM Investment Advisors
California
$325K -$61.8K -1,213 -16%
JWBC
999
J.W. Burns & Co
New York
$323K -$10K -197 -3%
CHAM
1000
Clear Harbor Asset Management
Connecticut
$323K +$45.3K +890 +17%