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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1051
Ruane, Cunniff & Goldfarb
New York
$308K -$3.61K -68 -1%
LFA
1052
Landmark Financial Advisors
Kentucky
$308K – – –
WP
1053
WealthPLAN Partners
Nebraska
$306K +$993K +18,720 New
NYLT
1054
New York Life Trust
New York
$301K -$4.93K -93 -2%
BA
1055
Bristlecone Advisors
Washington
$301K +$309K +5,817 New
OWP
1056
Obermeyer Wealth Partners
Colorado
$300K -$22.1M -416,729 -99%
KA
1057
Klingman & Associates
New York
$300K – – –
GCMG
1058
Gyroscope Capital Management Group
Florida
$299K +$306K +5,775 New
CIA
1059
CCM Investment Advisers
South Carolina
$297K -$269K -5,075 -47%
VDI
1060
Vaughan David Investments
Illinois
$296K -$40.2K -757 -12%
VAM
1061
Visionary Asset Management
Texas
$296K +$303K +5,714 New
RIG
1062
Roosevelt Investment Group
New York
$295K -$1.59K -30 -0.5%
CL
1063
Choreo LLC
Illinois
$294K +$6.69K +126 +2%
SSP
1064
Sapphire Star Partners
Washington
$294K +$302K +5,700 New
TAM
1065
Tocqueville Asset Management
New York
$291K +$47.8K +900 +19%
AAM
1066
Aureus Asset Management
Massachusetts
$290K +$297K +5,605 New
AFP
1067
Ausdal Financial Partners
Iowa
$289K +$296K +5,579 New
TI
1068
Truepoint Inc
Ohio
$288K +$13.4M +252,785 +1,273%
BCM
1069
Becker Capital Management
Oregon
$285K +$292K +5,505 New
MMPW
1070
Mitchell McLeod Pugh & Williams
Alabama
$282K +$9.55K +180 +3%
BSW
1071
Buckingham Strategic Wealth
Missouri
$282K +$289K +5,440 New
IAMOG
1072
Investors Asset Management of Georgia
Georgia
$279K -$5.31K -100 -2%
HCMT
1073
Highland Capital Management (Texas)
Texas
$277K -$117K -2,200 -29%
KFA
1074
Kelleher Financial Advisors
New York
$276K – – –
FM
1075
Foster & Motley
Ohio
$274K -$19.7K -371 -7%
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