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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1076
Great Valley Advisor Group
Delaware
$371K -$131K -2,666 -25%
NWA
1077
Navis Wealth Advisors
New York
$369K -$853K -17,374 -69%
RPCONE
1078
Retirement Planning Company of New England
Rhode Island
$369K -$154K -3,136 -28%
NL
1079
NWAM LLC
Washington
$368K +$18.6K +378 +5%
HW
1080
Hancock Whitney
Mississippi
$368K -$3.09K -63 -0.8%
ATC
1081
Adirondack Trust Company
New York
$368K +$27.6K +562 +8%
NB
1082
Northwest Bancshares
Pennsylvania
$367K -$73.9K -1,506 -16%
VBCG
1083
Valley Brook Capital Group
Pennsylvania
$365K -$36.8K -750 -9%
KA
1084
Kovack Advisors
Florida
$365K -$6.23K -127 -2%
BWP
1085
BSW Wealth Partners
Colorado
$365K +$4.76K +97 +1%
CFO
1086
CVA Family Office
Colorado
$365K +$65.7K +1,339 +21%
LOAMS
1087
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$16.9K +345 +5%
LTI
1088
Laffer Tengler Investments
Tennessee
$356K -$4.02K -82 -1%
DAM
1089
Delta Asset Management
Tennessee
$354K – – –
TPWM
1090
Twelve Points Wealth Management
Massachusetts
$353K +$58.7K +1,197 +19%
CD
1091
Chapin Davis
Maryland
$352K +$30.3K +617 +9%
CS
1092
Capital Square
Tennessee
$351K -$154K -3,140 -29%
SBH
1093
Segall Bryant & Hamill
Illinois
$351K -$27.4K -558 -7%
MGIA
1094
Moneta Group Investment Advisors
Missouri
$350K +$95.5K +1,947 +35%
WW
1095
Waterfront Wealth
Kansas
$348K -$4.86K -99 -1%
TFA
1096
Transamerica Financial Advisors
Florida
$348K -$3.19K -65 -0.9%
ZB
1097
Zions Bancorporation
Utah
$348K -$200K -4,066 -35%
CRC
1098
Curi RMB Capital
Illinois
$348K +$2.4K +49 +0.7%
VC
1099
Vicus Capital
Pennsylvania
$348K -$30.1K -613 -8%
BLC
1100
Brown, Lisle/Cummings
Rhode Island
$348K -$115K -2,350 -24%
42 43
44
45 46