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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1001
Moneta Group Investment Advisors
Missouri
$999K +$17.4K +231 +2%
ANRIA
1002
American National Registered Investment Advisor
Texas
$996K -$41.3K -550 -4%
JIC
1003
Johnson Investment Counsel
Ohio
$996K +$196K +2,614 +22%
FPB
1004
First PREMIER Bank
South Dakota
$995K – – –
BA
1005
Broadview Advisors
Wisconsin
$992K -$33.8K -450 -3%
PTC
1006
Private Trust Company
Ohio
$986K +$395K +5,254 +56%
CCM
1007
Compton Capital Management
Rhode Island
$983K +$1.88K +25 +0.2%
JA
1008
JOYN Advisors
Georgia
$982K +$177K +2,353 +19%
TA
1009
Tiedemann Advisors
New York
$973K +$1.09M +14,446 New
BONST
1010
Bank of Nova Scotia Trust
Ontario, Canada
$966K – – –
LP
1011
LMR Partners
United Kingdom
$966K – – –
MIAN
1012
Mariner Independent Advisor Network
Kansas
$965K +$1.08M +14,311 New
III
1013
Independent Investors Inc
New York
$963K +$95.9K +1,276 +10%
KP
1014
Keel Point
Alabama
$961K -$5.41K -72 -0.5%
ADL
1015
Asset Dedication LLC
California
$958K -$13.5K -179 -1%
CANY
1016
Caxton Associates (New York)
New York
$947K -$19.6M -260,969 -95%
WPC
1017
White Pine Capital
Minnesota
$942K -$13.2K -175 -1%
SC
1018
Savant Capital
Illinois
$937K -$119K -1,588 -10%
WPP
1019
Whalerock Point Partners
Rhode Island
$937K +$18K +240 +2%
SIM
1020
SSI Investment Management
California
$934K -$15.3K -204 -1%
GCM
1021
Graham Capital Management
Connecticut
$933K – – –
BAM
1022
Belpointe Asset Management
Nevada
$920K -$74.3K -989 -7%
HC
1023
Henshaw Capital
Massachusetts
$919K +$320K +4,251 +45%
SICM
1024
Sustainable Insight Capital Management
New York
$918K +$737K +9,800 +258%
PWAP
1025
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$910K +$15.3K +204 +2%
39 40
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