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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
1001
First National Bank of Mount Dora
Florida
$730K -$8.26K -134 -1%
WTB
1002
Washington Trust Bank
Washington
$727K -$16.6K -270 -2%
FC
1003
Fusion Capital
South Carolina
$727K +$25.7K +417 +4%
MLA
1004
My Legacy Advisors
Oregon
$725K +$17K +275 +2%
FT
1005
Fiduciary Trust
Massachusetts
$724K -$48K -778 -6%
RIA
1006
Realta Investment Advisors
Delaware
$723K -$165K -2,675 -19%
BMCM
1007
Bryn Mawr Capital Management
Pennsylvania
$720K +$8.57K +139 +1%
RWB
1008
RMR Wealth Builders
New Jersey
$717K +$37.7K +611 +6%
BOH
1009
Bank of Hawaii
Hawaii
$714K +$106K +1,717 +18%
SCTC
1010
Sanibel Captiva Trust Company
Florida
$714K – – –
VSQM
1011
V-Square Quantitative Management
Illinois
$713K -$563K -9,139 -45%
PCMC
1012
Planning Capital Management Corporation
Pennsylvania
$712K +$986 +16 +0.1%
WEG
1013
World Equity Group
Illinois
$712K -$631K -10,231 -48%
GL
1014
Graypoint LLC
New York
$709K +$71.9K +1,166 +12%
AC
1015
Avestar Capital
New York
$708K +$84.3K +1,367 +14%
CMANY
1016
Capital Management Associates (New York)
New York
$702K -$8.14K -132 -1%
IRC
1017
Investors Research Corp
Georgia
$700K – – –
SCM
1018
SOL Capital Management
Maryland
$700K -$21.6K -350 -3%
PCM
1019
Ping Capital Management
New York
$698K +$678K +11,000 New
WPW
1020
Waldron Private Wealth
Pennsylvania
$696K +$19.3K +313 +3%
HSA
1021
HBK Sorce Advisory
Pennsylvania
$695K +$92.9K +1,507 +16%
CAG
1022
Csenge Advisory Group
Florida
$694K -$49.9K -809 -7%
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$693K +$308 +5 +0%
DAS
1024
Dynamic Advisor Solutions
Arizona
$693K +$152K +2,463 +29%
SC
1025
Steph & Co
Wisconsin
$692K -$23.9K -388 -3%
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