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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1026
Wharton Business Group
Pennsylvania
$804K +$885K +13,313 New
FQ
1027
First Quadrant
California
$803K
PWM
1028
Perigon Wealth Management
California
$801K -$199K -2,988 -18%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$798K -$256K -3,851 -23%
WAM
1030
Wakefield Asset Management
Colorado
$797K +$37K +556 +4%
IWS
1031
Insight Wealth Strategies
California
$797K +$169K +2,535 +24%
SFG
1032
SevenBridge Financial Group
Pennsylvania
$796K +$105K +1,585 +14%
USAA
1033
United Services Automobile Association
Texas
$795K -$226K -3,400 -21%
JWCA
1034
J.W. Cole Advisors
Florida
$792K -$54.1K -814 -6%
AIM
1035
Anchor Investment Management
South Carolina
$786K +$45.7K +687 +6%
CPO
1036
Cerity Partners OCIO
New York
$786K -$10.2K -153 -1%
BBHBI
1037
B, B, H, & B Inc
Alabama
$783K -$67.8K -1,019 -7%
TBA
1038
Tower Bridge Advisors
Pennsylvania
$780K -$66.5K -1,000 -7%
MI
1039
Markston International
New York
$780K -$4.39K -66 -0.5%
OWA
1040
One Wealth Advisors
California
$777K +$1.79K +27 +0.2%
III
1041
Independent Investors Inc
New York
$771K
DWT
1042
Dorsey & Whitney Trust
South Dakota
$770K -$101K -1,516 -11%
CCM
1043
Corsair Capital Management
New York
$770K -$39.5K -594 -4%
KeyBank National Association
1044
KeyBank National Association
Ohio
$761K -$8.91K -134 -1%
EAM
1045
Erste Asset Management
Austria
$759K +$180K +2,703 +27%
CLOS
1046
Compagnie Lombard Odier SCmA
Switzerland
$758K -$3.99K -60 -0.5%
CC
1047
Cannell & Co
New York
$752K +$828K +12,450 New
DG
1048
Doman Group
New York
$751K +$827K +12,434 New
GCM
1049
Gator Capital Management
Florida
$750K +$826K +12,426 New
AG
1050
AIA Group
Hong Kong
$747K -$312K -4,697 -28%