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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VLC
976
Van Leeuwen & Company
New Jersey
$551K +$5K +100 +0.8%
WSTAM
977
Wilbanks Smith & Thomas Asset Management
Virginia
$551K +$57.3K +1,146 +11%
EM
978
Excalibur Management
Massachusetts
$550K +$50.9K +1,018 +9%
FPB
979
First PREMIER Bank
South Dakota
$548K – – –
CS
980
Capital Square
Tennessee
$548K +$189K +3,780 +46%
TCM
981
Teza Capital Management
Illinois
$546K -$2.66M -53,168 -82%
TWP
982
Tempus Wealth Planning
California
$546K -$32.9K -657 -5%
DWT
983
Dorsey & Whitney Trust
South Dakota
$546K -$10.4K -208 -2%
GWM
984
Geneos Wealth Management
Colorado
$545K -$14.1K -281 -2%
NSIM
985
North Star Investment Management
Illinois
$545K +$3.05K +61 +0.5%
FIM
986
Freedom Investment Management
Connecticut
$541K +$380K +7,589 +181%
SW
987
SteelPeak Wealth
California
$539K +$215K +4,289 +58%
BSW
988
Buckingham Strategic Wealth
Missouri
$538K +$47.4K +947 +9%
BDF
989
Balasa Dinverno & Foltz
$536K -$68.9K -1,378 -11%
CPIG
990
Chicago Partners Investment Group
Illinois
$536K – – –
LWM
991
Laidlaw Wealth Management
New York
$533K +$323K +6,464 +126%
BLC
992
Brown, Lisle/Cummings
Rhode Island
$530K -$23.3K -465 -4%
RIL
993
Rothschild Investment LLC
Illinois
$529K -$50 -1 -0%
BIA
994
Barry Investment Advisors
Massachusetts
$529K +$575K +11,498 New
QI
995
Qtron Investments
Massachusetts
$528K +$574K +11,472 New
GG
996
Gleason Group
Kentucky
$527K +$5.4K +108 +1%
LS
997
Livforsakringsbolaget Skandia
Sweden
$526K -$310K -6,200 -35%
GFS
998
GYL Financial Synergies
Connecticut
$524K +$1K +20 +0.2%
CBB
999
Citizens Business Bank
California
$524K +$88.7K +1,774 +18%
WWM
1000
Western Wealth Management
Colorado
$523K +$74.7K +1,494 +15%
38 39
40
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