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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1076
Personal CFO Solutions
New Jersey
$1.58M +$182K +1,600 +13%
GS
1077
GTS Securities
Florida
$1.58M -$1.21M -10,610 -43%
WT
1078
Whittier Trust
California
$1.57M -$649K -5,695 -30%
EGM
1079
Encore Global Management
Texas
$1.56M +$1.57M +13,750 New
PWP
1080
Prasad Wealth Partners
Ohio
$1.56M -$19.1K -168 -1%
VCM
1081
Versant Capital Management
Arizona
$1.56M +$348K +3,060 +29%
KAS
1082
KPP Advisory Services
Kentucky
$1.55M -$754K -6,619 -33%
SGI
1083
Summit Global Investments
Utah
$1.55M +$40.5K +356 +3%
SIC
1084
Sterling Investment Counsel
New York
$1.54M +$19.4K +170 +1%
DWT
1085
Dorsey & Whitney Trust
South Dakota
$1.54M +$20.7K +182 +1%
DI
1086
DKRT Investments
$1.53M – – –
CNBTD
1087
Citizens National Bank Trust Department
Mississippi
$1.53M -$262K -2,304 -15%
MNBTD
1088
Moody National Bank Trust Division
Texas
$1.53M -$1.89M -16,635 -55%
PWG
1089
Portside Wealth Group
Utah
$1.53M -$56.9K -500 -4%
EI
1090
EDMP Inc
Florida
$1.52M +$9.22K +81 +0.6%
SAM
1091
Seelaus Asset Management
New Jersey
$1.52M +$106K +930 +7%
MC
1092
Moors & Cabot
Massachusetts
$1.51M -$47.8K -420 -3%
BLFG
1093
Brian Low Financial Group
Louisiana
$1.51M +$26.1K +229 +2%
LB
1094
Legacy Bridge
Iowa
$1.51M +$1.46M +12,813 +2,664%
FCP
1095
Fidelis Capital Partners
Florida
$1.5M +$112K +982 +8%
MFF
1096
Michels Family Financial
Texas
$1.5M +$53.2K +467 +4%
CL
1097
CSS LLC
Illinois
$1.5M -$124K -1,090 -8%
ES
1098
Eagle Strategies
New York
$1.5M +$1.31M +11,471 +666%
PWA
1099
Pitcairn Wealth Advisors
Pennsylvania
$1.49M +$55K +483 +4%
IIM
1100
Intact Investment Management
Quebec, Canada
$1.49M – – –
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