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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1076
Traub Capital Management
Massachusetts
$1.02M +$865K +11,970 New
FCBT
1077
First Citizens Bank & Trust
North Carolina
$1.02M +$417K +5,774 +93%
WWM
1078
Western Wealth Management
Colorado
$1.02M +$109K +1,512 +14%
FCP
1079
Fidelis Capital Partners
Florida
$1.02M +$162K +2,239 +25%
SCM
1080
Schnieders Capital Management
California
$1.02M -$218K -3,012 -20%
NA
1081
Navellier & Associates
Nevada
$1.01M – – –
GWM
1082
Geneos Wealth Management
Colorado
$1.01M +$75.5K +1,045 +10%
DWP
1083
Daymark Wealth Partners
Ohio
$1.01M +$76.2K +1,054 +10%
PCS
1084
Personal CFO Solutions
New Jersey
$1.01M +$50.9K +704 +6%
JSW
1085
Journey Strategic Wealth
New Jersey
$1M +$315K +4,364 +59%
CK
1086
Cohen Klingenstein
New York
$1M – – –
SFS
1087
Sowell Financial Services
Arkansas
$999K -$114K -1,580 -12%
TCWA
1088
Turtle Creek Wealth Advisors
Texas
$999K +$114K +1,572 +15%
RWB
1089
RMR Wealth Builders
New Jersey
$995K +$35.1K +485 +4%
FB
1090
Fulton Bank
Pennsylvania
$995K +$13.7K +189 +2%
SWM
1091
SeaCrest Wealth Management
New York
$995K -$63.2K -874 -7%
TPWM
1092
Twelve Points Wealth Management
Massachusetts
$993K -$22.6K -312 -3%
EC
1093
EJF Capital
Virginia
$993K -$1.13M -15,672 -57%
WC
1094
Waterloo Capital
Texas
$982K +$527K +7,288 +172%
CIM
1095
CIM Investment Management
Pennsylvania
$981K +$455K +6,296 +100%
CRI
1096
Colonial River Investments
Virginia
$978K +$128K +1,774 +19%
MAWA
1097
Moss Adams Wealth Advisors
Washington
$976K -$46.9K -649 -5%
WTB
1098
Washington Trust Bank
Washington
$975K – – –
SAG
1099
SageView Advisory Group
California
$972K +$43.7K +604 +6%
UBG
1100
United Bank (Georgia)
Georgia
$972K +$825K +11,415 New
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