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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
976
Summit Trail Advisors
New York
$1.1M +$538K +7,158 +39%
CG
977
Caprock Group
Idaho
$1.1M +$91.9K +1,223 +8%
NFG
978
Next Financial Group
Texas
$1.1M +$166K +2,207 +16%
DBG
979
De Burlo Group
Massachusetts
$1.08M -$7.69M -102,300 -86%
NAM
980
North American Management
Massachusetts
$1.08M -$1.5K -20 -0.1%
GW
981
GW & Wade
Massachusetts
$1.08M +$353K +4,691 +42%
PHK
982
Point72 Hong Kong
Hong Kong
$1.07M +$1.2M +15,925 New
BPM
983
Bowling Portfolio Management
Ohio
$1.06M -$3.71M -49,334 -76%
BAAM
984
Baker Avenue Asset Management
California
$1.05M +$44.9K +597 +4%
LSAG
985
Lake Street Advisors Group
New Hampshire
$1.05M +$69.4K +923 +6%
CCWA
986
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$104K -1,381 -8%
BFC
987
Blue Fin Capital
Rhode Island
$1.03M +$63.9K +850 +6%
CL
988
Choreo LLC
Illinois
$1.03M +$43.1K +574 +4%
AIM
989
Anchor Investment Management
South Carolina
$1.03M +$125K +1,660 +12%
OPCM
990
Osborne Partners Capital Management
California
$1.01M -$12.5K -166 -1%
FIM
991
Freedom Investment Management
Connecticut
$1.01M -$620K -8,245 -35%
ZIG
992
Zuckerman Investment Group
Illinois
$1.01M +$1.13M +15,000 New
PP
993
Palladium Partners
Virginia
$1.01M -$25.6K -340 -2%
PWMAG
994
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M -$3.01K -40 -0.3%
CA
995
Cynosure Advisors
Utah
$1.01M +$11K +146 +1%
CL
996
CSS LLC
Illinois
$1.01M – – –
CAN
997
Cetera Advisor Networks
California
$1.01M +$105K +1,403 +10%
NSB
998
Norway Savings Bank
Maine
$1M +$42.8K +569 +4%
FMB
999
Field & Main Bank
Kentucky
$1M +$78.9K +1,050 +8%
RA
1000
Rational Advisors
New York
$1M +$1.11M +14,822 New
38 39
40
41 42