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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1101
Tidal Investments
Wisconsin
$597K +$130K +1,946 +31%
TCOV
1102
Trust Company of Vermont
Vermont
$594K +$19.9K +298 +4%
GF
1103
Gries Financial
Ohio
$594K +$527K +7,893 New
AIP
1104
Almanack Investment Partners
Pennsylvania
$585K +$6.67K +100 +1%
BFA
1105
Beaumont Financial Advisors
Massachusetts
$582K -$39.1K -586 -7%
NSEDCP
1106
NJ State Employees Deferred Compensation Plan
New Jersey
$582K
WW
1107
Westshore Wealth
California
$582K +$534K +8,004 New
JF
1108
Jump Financial
Illinois
$579K +$531K +7,950 New
WB
1109
WesBanco Bank
West Virginia
$578K +$530K +7,943 New
NNP
1110
Nachman Norwood & Parrott
South Carolina
$576K +$11.7K +176 +2%
LOAMS
1111
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K +$524K +7,843 New
CA
1112
Cornerstone Advisory
Maryland
$570K +$203K +3,045 +64%
MFA
1113
Mayflower Financial Advisors
Massachusetts
$568K -$7.88K -118 -1%
FP
1114
Financial Perspectives
Minnesota
$566K +$2.71M +40,611 +7,175%
AIM
1115
Aspen Investment Management
Michigan
$565K -$801 -12 -0.2%
AF
1116
Affiance Financial
Minnesota
$565K
RCM
1117
RNC Capital Management
California
$563K -$121K -1,811 -19%
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$560K -$304K -4,548 -37%
ICG
1119
InterOcean Capital Group
Tennessee
$560K -$16.2K -242 -3%
EM
1120
Excalibur Management
Massachusetts
$559K +$53.9K +808 +12%
FNBOO
1121
First National Bank of Omaha
Nebraska
$557K +$2.8K +42 +0.6%
CFG
1122
Cooper Financial Group
California
$557K +$10.3K +154 +2%
BCM
1123
Boltwood Capital Management
California
$555K +$66.4K +995 +15%
BP
1124
Ballentine Partners
Massachusetts
$554K -$10.1K -152 -2%
PCA
1125
Personal Capital Advisors
California
$553K +$7.34K +110 +1%