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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Broadview Advisors
Wisconsin
$992K -$33.8K -450 -3%
PTC
1002
Private Trust Company
Ohio
$986K +$395K +5,254 +56%
CCM
1003
Compton Capital Management
Rhode Island
$983K +$1.88K +25 +0.2%
JA
1004
JOYN Advisors
Georgia
$982K +$177K +2,353 +19%
TA
1005
Tiedemann Advisors
New York
$973K +$1.09M +14,446 New
BONST
1006
Bank of Nova Scotia Trust
Ontario, Canada
$966K
LP
1007
LMR Partners
United Kingdom
$966K
MIAN
1008
Mariner Independent Advisor Network
Kansas
$965K +$1.08M +14,311 New
III
1009
Independent Investors Inc
New York
$963K +$95.9K +1,276 +10%
KP
1010
Keel Point
Alabama
$961K -$5.41K -72 -0.5%
ADL
1011
Asset Dedication LLC
California
$958K -$13.5K -179 -1%
CANY
1012
Caxton Associates (New York)
New York
$947K -$19.6M -260,969 -95%
WPC
1013
White Pine Capital
Minnesota
$942K -$13.2K -175 -1%
SC
1014
Savant Capital
Illinois
$937K -$119K -1,588 -10%
WPP
1015
Whalerock Point Partners
Rhode Island
$937K +$18K +240 +2%
SIM
1016
SSI Investment Management
California
$934K -$15.3K -204 -1%
GCM
1017
Graham Capital Management
Connecticut
$933K
BAM
1018
Belpointe Asset Management
Nevada
$920K -$74.3K -989 -7%
HC
1019
Henshaw Capital
Massachusetts
$919K +$320K +4,251 +45%
SICM
1020
Sustainable Insight Capital Management
New York
$918K +$737K +9,800 +258%
PWAP
1021
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$910K +$15.3K +204 +2%
WI
1022
Wintrust Investments
Illinois
$909K -$408K -5,426 -29%
JSL
1023
JT Stratford LLC
Georgia
$899K +$49.2K +654 +5%
AIC
1024
Ayalon Insurance Company
Israel
$898K
BCM
1025
Bourgeon Capital Management
Connecticut
$891K