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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1101
Wealthspire Advisors (New York)
New York
$1.48M -$1.06M -9,326 -42%
LS
1102
Livforsakringsbolaget Skandia
Sweden
$1.48M – – –
OL
1103
Owen LaRue
Kentucky
$1.48M -$150K -1,320 -9%
VCM
1104
Voleon Capital Management
California
$1.48M -$7.88M -69,197 -84%
PTC
1105
Private Trust Company
Ohio
$1.47M -$46.5K -408 -3%
UB
1106
UMB Bank
Missouri
$1.45M -$226K -1,983 -13%
WWM
1107
Walser Wealth Management
Florida
$1.45M +$131K +1,147 +10%
SWM
1108
Shelton Wealth Management
Texas
$1.45M -$288K -2,533 -17%
CA
1109
Carson Advisory
Georgia
$1.44M -$59.8K -525 -4%
FRA
1110
Frank Rimerman Advisors
California
$1.44M – – –
BHC
1111
Bull Harbor Capital
Maryland
$1.43M +$1.44M +12,647 New
AAM
1112
Alphadyne Asset Management
New York
$1.43M +$1.44M +12,637 New
FFM
1113
Fisher Funds Management
New Zealand
$1.43M – – –
KA
1114
Kovack Advisors
Florida
$1.43M -$64.2K -564 -4%
WC
1115
Waterloo Capital
Texas
$1.42M +$73.1K +642 +5%
BCM
1116
Birmingham Capital Management
Alabama
$1.42M – – –
WWM
1117
Western Wealth Management
Colorado
$1.42M +$198K +1,735 +16%
SAG
1118
SageView Advisory Group
California
$1.41M +$27.7K +243 +2%
WG
1119
Wellington Group
Indiana
$1.4M +$1.41M +12,360 New
MFS
1120
Mattson Financial Services
Michigan
$1.4M -$97.5K -856 -6%
SW
1121
SVB Wealth
Massachusetts
$1.4M -$32.7K -287 -2%
CAMV
1122
Concord Asset Management (Virginia)
Virginia
$1.4M +$1.14K +10 +0.1%
CRC
1123
Curi RMB Capital
Illinois
$1.39M -$19.7K -173 -1%
CRI
1124
Colonial River Investments
Virginia
$1.39M +$42.5K +373 +3%
FB
1125
Fulton Bank
Pennsylvania
$1.39M -$117K -1,028 -8%
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