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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
1076
National Planning Corporation
California
$327K -$5.29K -98 -2%
CP
1077
Camelot Portfolios
Ohio
$326K -$1.89K -35 -0.6%
MIM
1078
Montgomery Investment Management
Maryland
$326K +$296K +5,484 New
FNT
1079
First National Trust
Pennsylvania
$325K -$45K -834 -13%
VFA
1080
Voya Financial Advisors
Connecticut
$324K +$593 +11 +0.2%
HAG
1081
HighPoint Advisor Group
Illinois
$323K -$8.04K -149 -3%
WA
1082
Waverly Advisors
Alabama
$322K +$292K +5,419 New
PTC
1083
Private Trust Company
Ohio
$321K +$26.9K +498 +10%
SFP
1084
Shepherd Financial Partners
Massachusetts
$321K +$286K +5,294 New
SI
1085
SII Investments
Wisconsin
$320K -$16K -297 -5%
BO
1086
BRR OpCo
Ohio
$320K -$15.1K -279 -5%
TCM
1087
Tuttle Capital Management
Connecticut
$320K +$291K +5,386 New
CCA
1088
Cobblestone Capital Advisors
New York
$318K -$49.6K -920 -15%
B
1089
BancorpSouth
Mississippi
$316K -$36.4K -674 -11%
IAMOG
1090
Investors Asset Management of Georgia
Georgia
$316K – – –
TBNY
1091
Trustco Bank (New York)
New York
$313K -$21.6K -400 -7%
LFAS
1092
Level Four Advisory Services
Texas
$313K +$284K +5,265 New
QT
1093
Quantbot Technologies
New York
$311K +$283K +5,241 New
EA
1094
Emerald Advisers
Pennsylvania
$308K +$108 +2 +0%
CFA
1095
Carroll Financial Associates
North Carolina
$308K +$33.7K +624 +14%
CA
1096
Claar Advisors
New York
$307K +$207K +3,833 +288%
KA
1097
Klingman & Associates
New York
$305K -$35.6K -659 -11%
SWM
1098
SVA Wealth Management
Wisconsin
$302K -$78.2K -1,450 -22%
William Blair Investment Management
1099
William Blair Investment Management
Illinois
$302K – – –
SSB
1100
Sandy Spring Bank
Maryland
$302K +$2.7K +50 +1%