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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1101
Independence Bank of Kentucky
Kentucky
$603K -$66.6K -998 -11%
IWP
1102
Icon Wealth Partners
Texas
$602K -$44.9K -673 -8%
WSTAM
1103
Wilbanks Smith & Thomas Asset Management
Virginia
$600K +$39.5K +592 +8%
GCM
1104
Gables Capital Management
Florida
$598K – – –
Fisher Asset Management
1105
Fisher Asset Management
Washington
$598K +$39.9K +598 +8%
TI
1106
Tidal Investments
Wisconsin
$597K +$130K +1,946 +31%
TCOV
1107
Trust Company of Vermont
Vermont
$594K +$19.9K +298 +4%
GF
1108
Gries Financial
Ohio
$594K +$527K +7,893 New
AIP
1109
Almanack Investment Partners
Pennsylvania
$585K +$6.67K +100 +1%
BFA
1110
Beaumont Financial Advisors
Massachusetts
$582K -$39.1K -586 -7%
NSEDCP
1111
NJ State Employees Deferred Compensation Plan
New Jersey
$582K – – –
WW
1112
Westshore Wealth
California
$582K +$534K +8,004 New
JF
1113
Jump Financial
Illinois
$579K +$531K +7,950 New
WB
1114
WesBanco Bank
West Virginia
$578K +$530K +7,943 New
NNP
1115
Nachman Norwood & Parrott
South Carolina
$576K +$11.7K +176 +2%
LOAMS
1116
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K +$524K +7,843 New
CA
1117
Cornerstone Advisory
Maryland
$570K +$203K +3,045 +64%
MFA
1118
Mayflower Financial Advisors
Massachusetts
$568K -$7.88K -118 -1%
BBHC
1119
Brown Brothers Harriman & Co
New York
$565K -$78.8K -1,180 -13%
AIM
1120
Aspen Investment Management
Michigan
$565K -$801 -12 -0.2%
AF
1121
Affiance Financial
Minnesota
$565K – – –
RCM
1122
RNC Capital Management
California
$563K -$121K -1,811 -19%
CSPIA
1123
Cary Street Partners Investment Advisory
Virginia
$560K -$304K -4,548 -37%
ICG
1124
InterOcean Capital Group
Tennessee
$560K -$16.2K -242 -3%
EM
1125
Excalibur Management
Massachusetts
$559K +$53.9K +808 +12%