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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CL
976
Choreo LLC
Illinois
$261K +$53.6K +1,212 +24%
YP
977
Yellowstone Partners
Idaho
$260K -$85.4K -1,931 -24%
IOOF
978
Independent Order of Foresters
Ontario, Canada
$259K
JWBC
979
J.W. Burns & Co
New York
$254K -$49.4K -1,117 -16%
CMANY
980
Capital Management Associates (New York)
New York
$254K
GJIC
981
Gamble Jones Investment Counsel
California
$254K
TI
982
Truepoint Inc
Ohio
$254K +$150K +3,385 +1%
HCA
983
Harbour Capital Advisors
Virginia
$253K
EWM
984
Evercore Wealth Management
New York
$253K +$144K +3,257 +120%
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$248K -$29.6K -669 -10%
KA
986
Klingman & Associates
New York
$246K -$221 -5 -0.1%
KIA
987
KCM Investment Advisors
California
$245K +$15.1K +341 +6%
BO
988
BRR OpCo
Ohio
$242K -$10.3K -234 -4%
SSP
989
Sapphire Star Partners
Washington
$242K
TBNY
990
Trustco Bank (New York)
New York
$241K
B
991
BancorpSouth
Mississippi
$240K +$33K +747 +15%
HPC
992
HM Payson & Co
Maine
$239K +$2.52K +57 +1%
WF
993
Welch & Forbes
Massachusetts
$238K -$29.8K -675 -11%
TBAM
994
True Bearing Asset Management
California
$236K -$196K -4,439 -44%
Dodge & Cox
995
Dodge & Cox
California
$231K -$59.7K -1,350 -20%
IAMOG
996
Investors Asset Management of Georgia
Georgia
$230K +$1.9K +43 +0.8%
ZDA
997
Zweig-DiMenna Associates
New York
$225K +$234K +5,300 New
NPC
998
National Planning Corporation
California
$223K -$29K -655 -11%
AWA
999
Arete Wealth Advisors
Illinois
$222K +$232K +5,247 New
EA
1000
Emerald Advisers
Pennsylvania
$220K -$96.6K -2,184 -30%