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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1051
Glenview Trust
Kentucky
$312K +$321K +6,044 New
FAM
1052
Fred Alger Management
New York
$311K -$62M -1,168,409 -99%
TG
1053
TLP Group
Illinois
$309K +$317K +5,967 New
RCG
1054
Ruane, Cunniff & Goldfarb
New York
$308K -$3.61K -68 -1%
LFA
1055
Landmark Financial Advisors
Kentucky
$308K – – –
WP
1056
WealthPLAN Partners
Nebraska
$306K +$993K +18,720 New
NYLT
1057
New York Life Trust
New York
$301K -$4.93K -93 -2%
BA
1058
Bristlecone Advisors
Washington
$301K +$309K +5,817 New
OWP
1059
Obermeyer Wealth Partners
Colorado
$300K -$22.1M -416,729 -99%
KA
1060
Klingman & Associates
New York
$300K – – –
GCMG
1061
Gyroscope Capital Management Group
Florida
$299K +$306K +5,775 New
CIA
1062
CCM Investment Advisers
South Carolina
$297K -$269K -5,075 -47%
VDI
1063
Vaughan David Investments
Illinois
$296K -$40.2K -757 -12%
VAM
1064
Visionary Asset Management
Texas
$296K +$303K +5,714 New
RIG
1065
Roosevelt Investment Group
New York
$295K -$1.59K -30 -0.5%
CL
1066
Choreo LLC
Illinois
$294K +$6.69K +126 +2%
SSP
1067
Sapphire Star Partners
Washington
$294K +$302K +5,700 New
TAM
1068
Tocqueville Asset Management
New York
$291K +$47.8K +900 +19%
AAM
1069
Aureus Asset Management
Massachusetts
$290K +$297K +5,605 New
AFP
1070
Ausdal Financial Partners
Iowa
$289K +$296K +5,579 New
TI
1071
Truepoint Inc
Ohio
$288K +$13.4M +252,785 +1,273%
BCM
1072
Becker Capital Management
Oregon
$285K +$292K +5,505 New
MMPW
1073
Mitchell McLeod Pugh & Williams
Alabama
$282K +$9.55K +180 +3%
BSW
1074
Buckingham Strategic Wealth
Missouri
$282K +$289K +5,440 New
IAMOG
1075
Investors Asset Management of Georgia
Georgia
$279K -$5.31K -100 -2%
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43
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