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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1001
Planning Capital Management Corporation
Pennsylvania
$709K +$91.7K +1,648 +17%
BMCM
1002
Bryn Mawr Capital Management
Pennsylvania
$709K -$3.51K -63 -0.6%
CMANY
1003
Capital Management Associates (New York)
New York
$708K -$48.4K -870 -7%
SWM
1004
Spire Wealth Management
Virginia
$707K -$152K -2,734 -20%
MLA
1005
My Legacy Advisors
Oregon
$705K +$161K +2,890 +35%
DWA
1006
Delap Wealth Advisory
Oregon
$705K +$620K +11,147 New
SIM
1007
Sentry Investment Management
Wisconsin
$702K +$572K +10,284 +1,268%
NW
1008
NewEdge Wealth
Pennsylvania
$702K +$199K +3,576 +46%
BFEC
1009
Benjamin F. Edwards & Company
Missouri
$698K -$117K -2,104 -16%
FC
1010
Fusion Capital
South Carolina
$698K +$169K +3,029 +38%
IRC
1011
Investors Research Corp
Georgia
$698K -$26.4K -475 -4%
T
1012
TOBAM
France
$696K -$37.8K -679 -6%
MMPW
1013
Mitchell McLeod Pugh & Williams
Alabama
$690K -$9.74K -175 -2%
SGI
1014
Summit Global Investments
Utah
$690K +$150K +2,687 +33%
DMBA
1015
Deseret Mutual Benefit Administrators
Utah
$687K -$5.12K -92 -0.8%
NB
1016
NBT Bank
New York
$678K -$53.8K -967 -8%
RWB
1017
RMR Wealth Builders
New Jersey
$676K +$16.5K +296 +3%
WPW
1018
Waldron Private Wealth
Pennsylvania
$673K +$165K +2,962 +39%
CIA
1019
Concurrent Investment Advisors
Florida
$669K +$15.1K +271 +3%
WIM
1020
Westside Investment Management
California
$668K -$12.5K -225 -2%
CGL
1021
Clarius Group LLC
Washington
$662K -$9.13K -164 -2%
BFM
1022
Boston Financial Management
Massachusetts
$660K -$6.4K -115 -1%
TAM
1023
Titleist Asset Management
Texas
$658K +$113K +2,031 +24%
PAS
1024
Point72 Asia (Singapore)
Singapore
$657K +$44.6K +801 +8%
AB
1025
Atlas Brown
Kentucky
$656K -$226K -4,055 -28%
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