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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1051
Carnegie Investment Counsel
Ohio
$584K -$1.25M -20,188 -65%
IBOK
1052
Independence Bank of Kentucky
Kentucky
$583K +$15.4K +250 +2%
TI
1053
Telemetry Investments
New York
$577K -$385K -6,238 -37%
MIAN
1054
Mariner Independent Advisor Network
Kansas
$577K +$678K +10,971 New
BSW
1055
Buckingham Strategic Wealth
Missouri
$574K -$67.3K -1,090 -9%
PIM
1056
Perpetual Investment Management
Australia
$574K -$26.7K -432 -4%
CCWA
1057
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$574K +$664K +10,745 New
WorldQuant Millennium Advisors
1058
WorldQuant Millennium Advisors
New York
$572K -$13.7M -221,708 -95%
PBT
1059
Pictet Bank & Trust
Bahamas
$571K +$280K +4,530 +73%
PWP
1060
Pursue Wealth Partners
California
$571K – – –
DWM
1061
Destination Wealth Management
California
$569K -$14.9M -240,857 -96%
FI
1062
Fractal Investments
Connecticut
$568K -$172K -2,783 -21%
MFC
1063
Mechanics Financial Corp
Ohio
$567K +$15.4K +250 +2%
AFAS
1064
Acorn Financial Advisory Services
Virginia
$564K -$8.09K -131 -1%
IRC
1065
Investors Research Corp
Georgia
$563K +$2.84K +46 +0.4%
CWM
1066
Cabot Wealth Management
Massachusetts
$562K +$5.44K +88 +0.8%
TWI
1067
Thomas White International
Illinois
$561K -$6.86K -111 -1%
EWM
1068
Evercore Wealth Management
New York
$557K -$18.5K -300 -3%
CI Investments Inc
1069
CI Investments Inc
Ontario, Canada
$556K -$184M -2,976,705 -100%
MBT
1070
Montecito Bank & Trust
California
$555K -$63.9K -1,035 -9%
MIFH
1071
Migdal Insurance & Financial Holdings
Israel
$553K +$97K +1,571 +19%
WPW
1072
Waldron Private Wealth
Pennsylvania
$551K +$156K +2,528 +32%
KeyBank National Association
1073
KeyBank National Association
Ohio
$550K -$143K -2,307 -18%
ACM
1074
AlphaStar Capital Management
North Carolina
$550K +$70K +1,133 +12%
CAN
1075
Claraphi Advisory Network
United States
$549K -$21K -340 -3%