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Citigroup

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Minot Wealth Management
Massachusetts
$391K +$114K +2,273 +37%
BBI
1102
Baxter Bros Inc
Connecticut
$390K +$11.4K +227 +3%
FC
1103
Fusion Capital
South Carolina
$387K -$15.7K -313 -4%
CRC
1104
Curi RMB Capital
Illinois
$386K -$342K -6,831 -45%
CPA
1105
Court Place Advisors
Maryland
$386K -$14.7K -294 -3%
KF
1106
Krilogy Financial
Missouri
$386K +$34.4K +688 +9%
FM
1107
Foster & Motley
Ohio
$385K -$1.43M -28,570 -77%
EI
1108
Ethic Inc
New York
$385K +$62.9K +1,258 +18%
CI Investments Inc
1109
CI Investments Inc
Ontario, Canada
$383K -$104K -2,077 -20%
WQ
1110
Wealth Quarterback
New Jersey
$381K +$414K +8,281 New
DG
1111
DMC Group
Alabama
$380K +$196K +3,916 +93%
RIA
1112
Richwood Investment Advisors
Ohio
$376K +$9.51K +190 +2%
WPC
1113
Wedmont Private Capital
Pennsylvania
$376K +$57.8K +1,155 +16%
JIC
1114
Johnson Investment Counsel
Ohio
$375K -$10.4K -208 -2%
MIFH
1115
Migdal Insurance & Financial Holdings
Israel
$373K -$97.4K -1,948 -19%
CNC
1116
Canandaigua National Corp
New York
$372K -$833K -16,662 -67%
BPM
1117
Bowling Portfolio Management
Ohio
$372K -$42.9K -858 -10%
NCM
1118
Narwhal Capital Management
Georgia
$371K -$4.65K -93 -1%
TCWM
1119
Total Clarity Wealth Management
Illinois
$371K +$9.25K +185 +2%
SAMT
1120
Select Asset Management & Trust
Pennsylvania
$370K -$90.7K -1,813 -18%
PCM
1121
Prelude Capital Management
New York
$368K -$315K -6,305 -44%
NSEDCP
1122
NJ State Employees Deferred Compensation Plan
New Jersey
$368K – – –
BCAM
1123
Boston Common Asset Management
Massachusetts
$368K +$2.35K +47 +0.6%
KA
1124
Kovack Advisors
Florida
$368K +$89.6K +1,791 +29%
EWM
1125
EPG Wealth Management
Georgia
$367K +$38.2K +764 +11%