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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1051
SeaBridge Investment Advisors
New Jersey
$652K -$230K -3,733 -27%
PTC
1052
Philadelphia Trust Company
Pennsylvania
$648K +$629K +10,207 New
CGL
1053
Clarius Group LLC
Washington
$648K -$15.8K -256 -2%
MAWA
1054
Moss Adams Wealth Advisors
Washington
$644K +$52.8K +857 +9%
JPWM
1055
Jamison Private Wealth Management
Georgia
$641K +$88.8K +1,441 +17%
JWCA
1056
J.W. Cole Advisors
Florida
$637K -$252K -4,095 -29%
RPC
1057
Rossmore Private Capital
Connecticut
$637K -$126K -2,045 -17%
NB
1058
NBT Bank
New York
$636K -$43.3K -702 -7%
EC
1059
EJF Capital
Virginia
$635K – – –
HA
1060
Herold Advisors
New York
$634K – – –
WWM
1061
Western Wealth Management
Colorado
$633K +$23.5K +381 +4%
TPWM
1062
Twelve Points Wealth Management
Massachusetts
$626K +$52K +844 +9%
DAS
1063
Diversify Advisory Services
Utah
$626K -$426K -6,904 -42%
AWM
1064
Accurate Wealth Management
Florida
$624K +$317K +5,138 +116%
TWP
1065
Tyche Wealth Partners
Texas
$623K +$49.3K +800 +9%
TWM
1066
Thrive Wealth Management
Pennsylvania
$618K +$22.2K +360 +4%
BCM
1067
Becker Capital Management
Oregon
$613K -$19.7K -320 -3%
MIM
1068
Marco Investment Management
Georgia
$611K +$3.39K +55 +0.6%
FW
1069
FullCircle Wealth
Texas
$611K +$592K +9,595 New
RPCONE
1070
Retirement Planning Company of New England
Rhode Island
$611K +$5.55K +90 +0.9%
FMLI
1071
Fukoku Mutual Life Insurance
Japan
$609K -$9.25K -150 -2%
SPA
1072
Sherbrooke Park Advisers
New York
$606K +$188K +3,047 +47%
WE
1073
Wealth Effects
Massachusetts
$603K +$80.2K +1,300 +16%
WWMSC
1074
Wagner Wealth Management (South Carolina)
South Carolina
$598K +$80.3K +1,303 +16%
PP
1075
Paloma Partners
Connecticut
$597K -$2.21M -35,814 -79%
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