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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Cetera Advisors
Colorado
$355K +$349K +6,566 New
BCM
1002
Boyle Capital Management
Iowa
$351K -$1.13M -21,285 -77%
JWBC
1003
J.W. Burns & Co
New York
$350K +$5.1K +96 +2%
HCM
1004
Howland Capital Management
Massachusetts
$349K – – –
MC
1005
Moors & Cabot
Massachusetts
$348K -$404K -7,609 -54%
TBNY
1006
Trustco Bank (New York)
New York
$340K -$5.31K -100 -2%
MIM
1007
Miller Investment Management
Pennsylvania
$337K – – –
NYLT
1008
New York Life Trust
New York
$336K +$4.67K +88 +1%
TH
1009
TCTC Holdings
Texas
$335K – – –
KA
1010
Klingman & Associates
New York
$333K +$327K +6,167 New
DCM
1011
Dynamic Capital Management
Jersey
$330K +$324K +6,100 New
KPA
1012
Keel Point Advisors
Virginia
$328K +$322K +6,068 New
RCG
1013
Ruane, Cunniff & Goldfarb
New York
$326K -$143K -2,690 -31%
JIC
1014
Johnson Investment Counsel
Ohio
$322K +$21.4K +404 +7%
CEP
1015
Chicago Equity Partners
Illinois
$321K -$2.24M -42,280 -88%
DAC
1016
Dividend Assets Capital
South Carolina
$319K +$31.9K +600 +11%
BW
1017
Bison Wealth
Georgia
$316K +$310K +5,837 New
CT
1018
Cambridge Trust
Massachusetts
$315K -$4.51K -85 -1%
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$312K -$86K -1,619 -22%
RIG
1020
Roosevelt Investment Group
New York
$310K -$32.6K -614 -10%
ZCA
1021
Zeke Capital Advisors
Pennsylvania
$310K +$304K +5,734 New
WIS
1022
Wright Investors Service
Connecticut
$306K +$33.5K +631 +13%
BG
1023
Bahl & Gaynor
Ohio
$304K -$106K -2,000 -26%
LCM
1024
Lucas Capital Management
New Jersey
$303K -$19.6K -370 -6%
HH
1025
Hilltop Holdings
Texas
$301K -$53 -1 -0%
39 40
41
42 43