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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
1076
HighPoint Advisor Group
Illinois
$323K -$8.04K -149 -3%
WA
1077
Waverly Advisors
Alabama
$322K +$292K +5,419 New
PTC
1078
Private Trust Company
Ohio
$321K +$26.9K +498 +10%
SFP
1079
Shepherd Financial Partners
Massachusetts
$321K +$286K +5,294 New
SI
1080
SII Investments
Wisconsin
$320K -$16K -297 -5%
BO
1081
BRR OpCo
Ohio
$320K -$15.1K -279 -5%
TCM
1082
Tuttle Capital Management
Connecticut
$320K +$291K +5,386 New
CCA
1083
Cobblestone Capital Advisors
New York
$318K -$49.6K -920 -15%
B
1084
BancorpSouth
Mississippi
$316K -$36.4K -674 -11%
IAMOG
1085
Investors Asset Management of Georgia
Georgia
$316K
TBNY
1086
Trustco Bank (New York)
New York
$313K -$21.6K -400 -7%
LFAS
1087
Level Four Advisory Services
Texas
$313K +$284K +5,265 New
QT
1088
Quantbot Technologies
New York
$311K +$283K +5,241 New
EA
1089
Emerald Advisers
Pennsylvania
$308K +$108 +2 +0%
CFA
1090
Carroll Financial Associates
North Carolina
$308K +$33.7K +624 +14%
CA
1091
Claar Advisors
New York
$307K +$207K +3,833 +288%
KA
1092
Klingman & Associates
New York
$305K -$35.6K -659 -11%
SWM
1093
SVA Wealth Management
Wisconsin
$302K -$78.2K -1,450 -22%
William Blair Investment Management
1094
William Blair Investment Management
Illinois
$302K
SSB
1095
Sandy Spring Bank
Maryland
$302K +$2.7K +50 +1%
CAG
1096
Crestwood Advisors Group
Massachusetts
$300K +$273K +5,056 New
NCM
1097
Northside Capital Management
Oregon
$297K
HA
1098
Harbor Advisors
Florida
$297K +$270K +5,000 New
MBA
1099
McQueen Ball & Associates
Pennsylvania
$295K +$22.7K +420 +9%
CHAM
1100
Clear Harbor Asset Management
Connecticut
$294K -$569K -10,543 -68%