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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1026
Signet Financial Management
New Jersey
$359K -$34.3K -646 -9%
HPC
1027
HM Payson & Co
Maine
$359K +$3.5K +66 +1%
TNAM
1028
Terra Nova Asset Management
New York
$357K – – –
TH
1029
TCTC Holdings
Texas
$355K – – –
SFWA
1030
Summit Financial Wealth Advisors
Louisiana
$352K +$338K +6,376 +1,500%
JSAM
1031
J. Safra Asset Management
New York
$350K +$359K +6,758 New
WB
1032
Webster Bank
Connecticut
$350K +$359K +6,766 New
PGFC
1033
Peapack-Gladstone Financial Corp
New Jersey
$348K – – –
PC
1034
Palo Capital
California
$348K -$142K -2,684 -29%
UB
1035
UMB Bank
Missouri
$346K – – –
SC
1036
SouthState Corp
Florida
$335K +$343K +6,458 New
AIC
1037
Ayalon Insurance Company
Israel
$334K +$318K +6,000 +1,333%
KPCM
1038
Kings Point Capital Management
New York
$332K – – –
SIA
1039
Sit Investment Associates
Minnesota
$329K -$384K -7,242 -53%
ST
1040
Smithfield Trust
Pennsylvania
$329K +$15.5K +293 +5%
BG
1041
Bahl & Gaynor
Ohio
$320K -$14.2K -267 -4%
BWM
1042
Braver Wealth Management
Massachusetts
$317K +$15.7K +295 +5%
GJIC
1043
Gamble Jones Investment Counsel
California
$316K +$53.1K +1,000 +20%
TBNY
1044
Trustco Bank (New York)
New York
$315K – – –
GVT
1045
Genesee Valley Trust
New York
$314K -$12.7K -240 -4%
CMANY
1046
Capital Management Associates (New York)
New York
$314K -$2.12K -40 -0.7%
CNBT
1047
Canandaigua National Bank & Trust
New York
$314K +$2.12K +40 +0.7%
BO
1048
BRR OpCo
Ohio
$313K +$4.51K +85 +1%
ATC
1049
Argent Trust Co
Tennessee
$313K +$56.8K +1,070 +22%
SSG
1050
Summit Securities Group
New York
$312K +$320K +6,033 New