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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Continuum Advisory
Idaho
$420K +$4.7K +107 +1%
TIMH
977
Tilt Investment Management Holdings
New York
$420K – – –
NSB
978
Norway Savings Bank
Maine
$418K -$139K -3,168 -24%
KJWM
979
Kiley Juergens Wealth Management
Washington
$418K -$122K -2,774 -21%
GRP
980
Global Retirement Partners
California
$418K +$33.5K +764 +8%
BO
981
Bank OZK
Arkansas
$416K +$227K +5,161 +104%
MA
982
Mutual Advisors
Nebraska
$415K -$67.6K -1,541 -13%
CAG
983
Csenge Advisory Group
Florida
$411K -$14.5K -330 -3%
EC
984
EJF Capital
Virginia
$411K +$219K +5,000 +100%
MIM
985
Marco Investment Management
Georgia
$411K -$279K -6,362 -39%
OWA
986
One Wealth Advisors
California
$409K -$2.77K -63 -0.6%
IB
987
Intrust Bank
Kansas
$409K -$238K -5,416 -35%
NSIM
988
North Star Investment Management
Illinois
$405K -$22.4K -510 -5%
MFG
989
Merit Financial Group
Georgia
$405K +$70.9K +1,615 +20%
SCM
990
Schnieders Capital Management
California
$404K -$66.7K -1,519 -13%
CLOS
991
Compagnie Lombard Odier SCmA
Switzerland
$402K -$17.6K -400 -4%
MBT
992
Montecito Bank & Trust
California
$401K -$13.7K -311 -3%
WJWM
993
Williams Jones Wealth Management
New York
$399K -$306K -6,976 -42%
WA
994
Wealth Alliance
New York
$398K +$58.6K +1,335 +16%
WAM
995
WNY Asset Management
New York
$397K +$54.3K +1,237 +15%
HA
996
Herold Advisors
New York
$396K -$21.9K -500 -5%
SAG
997
SageView Advisory Group
California
$393K -$69.1K -1,574 -14%
SWMP
998
Signature Wealth Management Partners
New Jersey
$391K -$126K -2,868 -23%
NB
999
NBT Bank
New York
$390K -$135K -3,081 -25%
WSTAM
1000
Wilbanks Smith & Thomas Asset Management
Virginia
$388K -$66.1K -1,507 -14%
38 39
40
41 42