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Citigroup
C

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
1126
ICM Asset Management
Washington
$315K -$88.2K -1,491 -22%
ACM
1127
Alpha Capital Management
Texas
$313K -$117K -1,976 -27%
CAG
1128
Crestwood Advisors Group
Massachusetts
$313K +$11.5K +194 +4%
UAS
1129
United Asset Strategies
New York
$309K +$305K +5,159 New
EA
1130
Emerald Advisers
Pennsylvania
$308K -$2.07K -35 -0.7%
RWM
1131
Rench Wealth Management
Texas
$307K +$304K +5,132 New
NAM
1132
NTV Asset Management
West Virginia
$305K +$53.2K +900 +21%
CWA
1133
Cypress Wealth Advisors
California
$300K +$7.75K +131 +3%
HA
1134
Harbor Advisors
Florida
$299K – – –
NCM
1135
Northside Capital Management
Oregon
$299K – – –
CHAM
1136
Clear Harbor Asset Management
Connecticut
$299K +$2.25K +38 +0.8%
SWM
1137
SVA Wealth Management
Wisconsin
$297K -$6.27K -106 -2%
KCPG
1138
Kavar Capital Partners Group
Kansas
$297K +$293K +4,960 New
JWBC
1139
J.W. Burns & Co
New York
$294K -$52.8K -893 -15%
MMG
1140
Monetary Management Group
Missouri
$291K +$151K +2,550 +110%
TNAM
1141
Terra Nova Asset Management
New York
$291K +$287K +4,860 New
BO
1142
BRR OpCo
Ohio
$290K -$32.5K -550 -10%
TFO
1143
Tarbox Family Office
California
$287K -$118 -2 -0%
BCM
1144
Bluefin Capital Management
New York
$286K -$2.47M -41,727 -90%
BAM
1145
Brave Asset Management
New Jersey
$285K -$104K -1,750 -27%
CFP
1146
Cornerstone Financial Partners
North Carolina
$283K -$243K -4,107 -46%
NPC
1147
National Planning Corporation
California
$283K -$65.1K -1,100 -19%
DTL
1148
Dynamic Technology Lab
Singapore
$283K +$279K +4,720 New
CIAN
1149
Capstone Investment Advisors (Netherlands)
New York
$281K -$263K -4,447 -49%
UFF
1150
USA Financial Formulas
Michigan
$281K +$278K +4,705 New
44 45
46
47 48