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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1026
TCTC Holdings
Texas
$355K – – –
SFWA
1027
Summit Financial Wealth Advisors
Louisiana
$352K +$338K +6,376 +1,500%
JSAM
1028
J. Safra Asset Management
New York
$350K +$359K +6,758 New
WB
1029
Webster Bank
Connecticut
$350K +$359K +6,766 New
PGFC
1030
Peapack-Gladstone Financial Corp
New Jersey
$348K – – –
PC
1031
Palo Capital
California
$348K -$142K -2,684 -29%
UB
1032
UMB Bank
Missouri
$346K – – –
SC
1033
SouthState Corp
Florida
$335K +$343K +6,458 New
AIC
1034
Ayalon Insurance Company
Israel
$334K +$318K +6,000 +1,333%
KPCM
1035
Kings Point Capital Management
New York
$332K – – –
SIA
1036
Sit Investment Associates
Minnesota
$329K -$384K -7,242 -53%
ST
1037
Smithfield Trust
Pennsylvania
$329K +$15.5K +293 +5%
BG
1038
Bahl & Gaynor
Ohio
$320K -$14.2K -267 -4%
BWM
1039
Braver Wealth Management
Massachusetts
$317K +$15.7K +295 +5%
GJIC
1040
Gamble Jones Investment Counsel
California
$316K +$53.1K +1,000 +20%
TBNY
1041
Trustco Bank (New York)
New York
$315K – – –
GVT
1042
Genesee Valley Trust
New York
$314K -$12.7K -240 -4%
CMANY
1043
Capital Management Associates (New York)
New York
$314K -$2.12K -40 -0.7%
CNBT
1044
Canandaigua National Bank & Trust
New York
$314K +$2.12K +40 +0.7%
BO
1045
BRR OpCo
Ohio
$313K +$4.51K +85 +1%
ATC
1046
Argent Trust Co
Tennessee
$313K +$56.8K +1,070 +22%
SSG
1047
Summit Securities Group
New York
$312K +$320K +6,033 New
GT
1048
Glenview Trust
Kentucky
$312K +$321K +6,044 New
FAM
1049
Fred Alger Management
New York
$311K -$62M -1,168,409 -99%
TG
1050
TLP Group
Illinois
$309K +$317K +5,967 New
40 41
42
43 44