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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1076
Portside Wealth Group
Utah
$1.94M +$54.5K +419 +3%
CCWA
1077
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M +$1.81M +13,879 New
SIC
1078
Sterling Investment Counsel
New York
$1.94M +$31.5K +242 +2%
EWA
1079
EverSource Wealth Advisors
Alabama
$1.93M -$276K -2,120 -13%
CAU
1080
Caxton Associates (UK)
$1.92M -$782K -6,010 -30%
PWP
1081
Prasad Wealth Partners
Ohio
$1.92M -$1.95K -15 -0.1%
ABTD
1082
Arvest Bank Trust Division
Oklahoma
$1.92M -$89.6K -688 -5%
CWA
1083
Clarus Wealth Advisors
Arizona
$1.9M -$71.2K -547 -4%
WG
1084
Wellington Group
Indiana
$1.9M +$156K +1,200 +10%
BWM
1085
Buckley Wealth Management
Nevada
$1.9M -$491K -3,769 -22%
DWT
1086
Dorsey & Whitney Trust
South Dakota
$1.89M -$6.9K -53 -0.4%
MNBTD
1087
Moody National Bank Trust Division
Texas
$1.89M +$3.12K +24 +0.2%
DI
1088
DKRT Investments
$1.89M – – –
IA
1089
Integrity Alliance
Iowa
$1.89M +$1.05M +8,076 +149%
AC
1090
Apella Capital
Connecticut
$1.89M +$37.9K +291 +2%
IG
1091
ING Group
Netherlands
$1.89M -$20.1M -154,668 -92%
VCM
1092
Versant Capital Management
Arizona
$1.88M -$34.4K -264 -2%
SAM
1093
Smithbridge Asset Management
Pennsylvania
$1.88M -$338K -2,596 -16%
NERM
1094
New England Research & Management
Illinois
$1.88M -$231K -1,775 -12%
CW
1095
CreativeOne Wealth
Kansas
$1.88M -$201K -1,543 -10%
IQI
1096
Integrated Quantitative Investments
Washington
$1.88M -$957K -7,349 -35%
SCP
1097
Sivia Capital Partners
California
$1.88M +$1.31M +10,041 +297%
ES
1098
Eagle Strategies
New York
$1.88M +$29.2K +224 +2%
CNBTD
1099
Citizens National Bank Trust Department
Mississippi
$1.87M -$13.7K -105 -0.8%
GC
1100
Grimes & Company
Massachusetts
$1.87M +$201K +1,545 +13%
42 43
44
45 46