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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1101
Ferguson Wellman Capital Management
Oregon
$640K +$20.9K +315 +3%
BBI
1102
Baxter Bros Inc
Connecticut
$638K -$73.4K -1,104 -9%
IRC
1103
Investors Research Corp
Georgia
$634K -$332 -5 -0%
CG
1104
Caprock Group
Idaho
$634K +$698K +10,502 New
HIC
1105
Hartline Investment Corp
Illinois
$632K -$142K -2,140 -17%
AAM
1106
Abeille Asset Management
France
$632K +$696K +10,472 New
VBCG
1107
Valley Brook Capital Group
Pennsylvania
$631K – – –
CWM
1108
Cabot Wealth Management
Massachusetts
$631K +$5.45K +82 +0.8%
FSA
1109
Fort Sheridan Advisors
Illinois
$628K +$266 +4 +0%
ALAM
1110
Asahi Life Asset Management
Japan
$627K -$1.01M -15,224 -59%
MFC
1111
Mechanics Financial Corp
Ohio
$626K +$690K +10,374 New
OCM
1112
Orion Capital Management
California
$624K +$36.6K +550 +6%
LC
1113
Lindbrook Capital
California
$623K +$526K +7,913 +329%
ACM
1114
AlphaStar Capital Management
North Carolina
$613K -$2.25M -33,866 -79%
BPM
1115
Bowling Portfolio Management
Ohio
$611K -$8.04K -121 -1%
VC
1116
Vicus Capital
Pennsylvania
$611K +$611K +9,196 New
JSW
1117
Journey Strategic Wealth
New Jersey
$610K +$671K +10,094 New
TW
1118
TrinityPoint Wealth
Connecticut
$606K -$65.8K -990 -9%
AA
1119
Ancora Advisors
Ohio
$605K +$3.39K +51 +0.5%
SCC
1120
Second Curve Capital
Pennsylvania
$604K +$665K +10,000 New
RPCONE
1121
Retirement Planning Company of New England
Rhode Island
$604K +$665K +10,007 New
AFC
1122
AFT Forsyth & Company
Florida
$600K – – –
PFPT
1123
Pinnacle Financial Partners (Tennessee)
Tennessee
$600K +$349K +5,255 +112%
ICP
1124
Interchange Capital Partners
Pennsylvania
$599K +$660K +9,925 New
NFG
1125
Next Financial Group
Texas
$598K -$84.9K -1,277 -11%
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