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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
976
Quadrant Capital Group
Ohio
$268K +$68.3K +1,544 +31%
MMPW
977
Mitchell McLeod Pugh & Williams
Alabama
$265K – – –
CL
978
Choreo LLC
Illinois
$261K +$53.6K +1,212 +24%
YP
979
Yellowstone Partners
Idaho
$260K -$85.4K -1,931 -24%
IOOF
980
Independent Order of Foresters
Ontario, Canada
$259K – – –
JWBC
981
J.W. Burns & Co
New York
$254K -$49.4K -1,117 -16%
CMANY
982
Capital Management Associates (New York)
New York
$254K – – –
GJIC
983
Gamble Jones Investment Counsel
California
$254K – – –
TI
984
Truepoint Inc
Ohio
$254K +$150K +3,385 +1%
HCA
985
Harbour Capital Advisors
Virginia
$253K – – –
EWM
986
Evercore Wealth Management
New York
$253K +$144K +3,257 +120%
FMWA
987
Forvis Mazars Wealth Advisors
Missouri
$248K -$29.6K -669 -10%
KA
988
Klingman & Associates
New York
$246K -$221 -5 -0.1%
KIA
989
KCM Investment Advisors
California
$245K +$15.1K +341 +6%
BO
990
BRR OpCo
Ohio
$242K -$10.3K -234 -4%
SSP
991
Sapphire Star Partners
Washington
$242K – – –
TBNY
992
Trustco Bank (New York)
New York
$241K – – –
B
993
BancorpSouth
Mississippi
$240K +$33K +747 +15%
HPC
994
HM Payson & Co
Maine
$239K +$2.52K +57 +1%
WF
995
Welch & Forbes
Massachusetts
$238K -$29.8K -675 -11%
TBAM
996
True Bearing Asset Management
California
$236K -$196K -4,439 -44%
Dodge & Cox
997
Dodge & Cox
California
$231K -$59.7K -1,350 -20%
IAMOG
998
Investors Asset Management of Georgia
Georgia
$230K +$1.9K +43 +0.8%
ZDA
999
Zweig-DiMenna Associates
New York
$225K +$234K +5,300 New
NPC
1000
National Planning Corporation
California
$223K -$29K -655 -11%